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 rewards through patent-pending technologies. Qubi's core innovation lies in establishing a closed-loop network digital wallet that is tightly integrated with merchant-controlled advertising campaigns using AI, AR, geotargeting, and gamification. Seamlessly integrating with existing payment options, Qubi's digital wallet ensures smooth transactions while the closed-loop network provides lower interchange fees. The platform's white-label SaaS, designed for corporate partners with extensive merchant bases, empowers merchants to customize and attribute advertising efforts. Financial services SaaS licensees increase margins on merchant transactions, grow low-cost deposits, and gain merchant ad revenue. Qubi provides an integrated payment and performance-based advertising solution for physical retailers, which comprise over 80% of all retail sales, addressing a fragmented industry and reshaping consumer engagement.• 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.• Craft and implement go-to-market plans, incorporating detailed financial forecasting and performance metrics.• Conduct in-depth market and competitive analysis to inform strategic direction and capitalize on emerging opportunities.

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:• Advise CEO on the successful implementation and growth of a Fintech trading platform. Created a comprehensive roadmap, evaluating and recommending optimal transition strategies for a government agency.• Provided strategy, design, and delivery model to streamline user onboarding and adopt customized straight-through processes.• Designed workflows and Agile implementation plans for integrating trade order management, clearing, and settlement systems.• Delivered product strategy and design for a Foreign Exchange trading platform, achieving profit projections of over $80 million by year three.• Advise Fintech CEO on merchant services SaaS platform. Conducted market research and competitive analysis. Created Total Addressable Market (TAM) model, financial projections, advertising projections, and SaaS license proformas.

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 fixed-income auction/new issue securities trading platform for capital markets, designed to connect fixed-income security issuers and banking partners with investors to streamline the primary issuance process.• 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.• Conducted preliminary legal analysis on auction documents, informed by extensive experience of prior issuances and contracts.• Provided expert guidance on investor onboarding and training initiatives.• Led market research and analysis, crafting a comprehensive market entry strategy.

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, Capital Markets, Corporate Trust, Public Finance, and Correspondent Banking. Built strong collaborative teams focused on execution, customer-centricity, and revenue growth. • 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 customer acquisition in competitive markets. • 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. • Initiated the first cloud instance in the bank, utilizing Agile/DevOps to deliver a next-generation multi-dealer Foreign Exchange platform that increased the active client base by over 35%.• Delivered first-year revenues of over $2 million with an innovative Fintech platform. Directed platform and product development and business integration, training, and engagement programs.• Championed a culture of collaboration, innovation, and continuous improvement. • Proven leader of digital projects using Design Thinking, Scaled Agile, and Lean Portfolio tactics. • Reported to the bank Treasurer and supervised compliance with OCC, PCI, FINRA, SOX, & GLBA regulations. Responsible for annual budget and P&L management.

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 million views in the first year. Installed WIFI in 200 bank branches to market brokerage with WIFI access page. • Proposed and directed an RFP moving from Pershing to Fidelity’s correspondent broker clearing system, saving over $1 million in costs and implementing a more customer-centric platform. Led go-to-market and conversion plans. Delivered integrations with advisors, IT, operations, and 3rd party vendors. • Presented conversion plans to the board of directors and led board meeting discussions on digital and customer initiatives. • Proven leader of digital design projects in Scaled Agile environments, with strong regulatory knowledge, exceptional communication skills, and robust analytical and problem-solving abilities.• Implemented Risk Framework and completed annual risk mitigation and business continuity/DR plans. Met with SEC and FINRA auditors.

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 strategic roadmaps, platform enhancements, product releases, roadmaps, KPIs, process improvements, and audit results to executive management and stakeholders. • 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’ market position. • 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 of wealth management, Investment Advisor, trading, and operations platforms. • 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, Tradeweb, Bondesk, Garban, Schwab, Fidelity, & Merrill, offering fixed-income products to commercial & retail customers.• 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 levels/standards. Established hardware and software standards for performance levels, licensing costs, and maintenance requirements.• Partnered with bank Co-Chief Counsel in negotiating contracts and preserving Intellectual Property rights in joint ventures. • Served on 3 enterprise committees—IT Executive Steering Committee, Disaster Recovery Executive Steering Committee, and Architecture Steering Committee.

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. This initiative resulted in enhanced customer and trust officer satisfaction, compliance ratings, and operational efficiency.•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.•Developed and launched an innovative corporate trust online product, leading to a 30% increase in client acquisition and retention annually, significantly boosting the department's growth and client engagement.•Orchestrated a comprehensive review and overhaul of departmental policies and procedures, collaborating with business managers to set and achieve strategic goals aligned with technological advancements and market evolution.•Enhanced operational processes and implemented cutting-edge technology solutions, achieving a $500,000 annual cost saving through increased efficiency and reduced personnel requirements.•Transformed compliance ratings from unsatisfactory to satisfactory within 6 months by implementing rigorous Identity and Access Management, IT security, and process improvements.

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