Bob Bartleson Email & Phone Number

New York, US

• Shaping Qubi's market entry of their innovative digital wallet, payments platform, and performance-based advertising with strategic expertise. Qubi is a groundbreaking digital platform redefining consumer payments and.
• Strategic advisor to the CEO on financial services integration and capital raising initiatives, ensuring alignment with organizational goals.
• Facilitate access to a network of venture capital investors, enhancing fundraising capabilities.
• Develop comprehensive fundraising documents, including pitch decks, introductory emails, and investor follow-up materials.
• Create detailed business plans and business cases, supporting strategic decision-making and operational execution.
• Design and execute financial projections for diverse go-to-market strategies, optimizing resource allocation and market entry.

Charlotte, US

• Strategic Solutions is a professional services company providing digital expertise, strategic planning, and solutions using Lean, Agile, Kaizen, KPI, and Consulting 4.0 strategies and tactics.
• Lead strategic consulting engagements for a diverse portfolio of clients, including fintech startups, providing tailored solutions to address complex business challenges and drive sustainable growth.
• Develop and implement strategic initiatives, including market entry, product development, and organizational restructuring, to optimize performance and enhance competitiveness.
• Collaborate with C-suite executives to conduct in-depth analysis of trends and align business objectives with strategic vision, leveraging data-driven insights and industry best practices.
• Strategic partner with cloud implementor Stelligent and AWS for bank cloud transformations. Provided benefits analysis, digital roadmaps, and stakeholder communication plans.
• Provide thought leadership and strategic guidance to clients, leveraging deep industry expertise and agile/SAFe methodologies to anticipate market shifts and capitalize on new opportunities.Key Achievements:

San Carlos, CA, US

• Building on the success of Zions Direct's Auction platform which completed over 26,000 auctions of new issue and secondary fixed-income securities, I advised the CEO on the successful implementation and growth of a.
• Advised the CEO on auction platform design and functionality, integrating strategic insights for optimal performance.
• Leveraged a robust network of dealer, investment banking, and issuer contacts to enhance platform adoption.
• Managed strategic partnerships, ensuring alignment with business objectives.
• Developed and implemented detailed settlement functions and processes for seamless operations.
• Developed integration plans and timelines.

Salt Lake City, Utah, US

• Transformed the digital culture, product development, marketing, customer experience, and revenue generation. Improved regulatory compliance and provided strategic vision and execution for Wealth Management, Treasury.
• Strong participant in Zions’ growth from $8 billion to over $65 billion. Directed digital design and product development from concept ideation/value proposition to market launch, driving engagement, revenue growth, and.
• Spearheaded strategic vision and initiatives and executed them to drive revenue growth and market expansion.
• Proposed and directed the replacement of the enterprise Asset Liability Management, Interest Rate Risk, and Federal Reserve Stress Test platform (QRM).
• Implemented Proof of Concept processes for new products, reducing development costs by over 20%. Reduced costs by over $1 million using CX, Agile, UX, and DevOps tactics. Led multiple think tanks advising best practices.
• Increased net revenues by over $2 million annually through strategic partnerships with NY financial firms.

Salt Lake City, Utah, US

• Functioned as CDO and CMO for Zions Direct brokerage, a non-bank subsidiary of Zions Bancorporation, N.A., concurrent with Zions Bancorporation SVP responsibilities.
• Defined and delivered enterprise digital strategy for B2B, B2B2C, and internal customers, enhancing customer journeys with innovative experiences.
• Optimized execution across Agile teams, leveraging Web, Mobile, and Native technologies, balancing innovation, speed, accountability, and risk management.
• Directed and supported cross-functional teams comprised of IT, Design, compliance, risk, and business unit executives throughout the US & London. Led brokerage think tanks advising best practices.
• Assessed and communicated risks associated with products, partnerships, initiatives, investments, and purchases. Used cloud technology and agile and lean portfolio management, reducing costs by over 20%.
• Reduced marketing costs by $1 million per year while maintaining new account growth and increasing account profitability through innovative client acquisition strategies - including an online TV channel with almost 8.

Salt Lake City, Utah, US

• Zions Capital Markets makes markets in U.S. Treasuries, Agencies, Municipals, Corporates, SBA Pools, Interest Rate Swaps, and Repurchase Agreements. Recruited to grow revenue through digital innovation. Communicated.
• Delivered multi-million-dollar initiatives modernizing digital solutions and improving customer experiences for wealth management and capital markets. Developed and implemented strategic initiatives to enhance Zions’.
• Responsible for the first fixed-income oddlot market-making and trading platform in the industry. Collaborated with Zions Bancorp's Chief Investment Officer in setting strategy for customer satisfaction and performance.
• Generated over $25 million in increased net revenue by upgrading the oddlot trading platform. Increased net revenues by over $6 million annually through building relationships and API integrations with Bloomberg.
• Managed strategic partnerships with third-party vendors, financial institutions, and industry associations.
• Introduced and directed the first use of Agile and Kaizen Continuous Improvement methodologies within the bank. Ensured continuous delivery of digital initiatives through oversight of quality, performance, and service.

Salt Lake City, Utah, US

• Led the creation and execution of a technology roadmap that transformed the trust department, driving a cultural shift towards improved customer service, product development and delivery, and streamlined operations..
• Set strategic goals in partnership with business managers, ensuring alignment with evolving market demands and technological advancements.
• Fostered collaboration across Corporate Trust, Personal Trust, and Bank Brokerage departments to unify and drive digital transformation initiatives.
• Engaged with key stakeholders to define and drive digital and product development strategies, ensuring alignment with broader business objectives.
• Integrated advanced technology solutions to enhance service delivery and streamline operations.
• Pioneered the development and launch of an online platform for retail brokerage accounts, significantly expanding digital access and enhancing the customer experience through streamlined online service delivery.

Sloan Executive Education, Developing And Managing A Successful Technology Strategy

Sloan Executive Education, Strategic Marketing For The Technical Executive

Master Of Business Administration - Mba, Management And Strategy

Bachelor Of Science - Bs, Business, Management, Marketing, And Related Support Services