Marco Cortese
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Marco Cortese Email & Phone Number

Financial Planner at Bluebond Group
Location: United Kingdom 8 work roles 1 school
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✓ Verified Jul 2026 3 data sources Profile completeness 100%

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Current company
Role
Financial Planner
Location
United Kingdom
Company size

Who is Marco Cortese? Overview

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Quick answer

Marco Cortese is listed as Financial Planner at Bluebond Group, a with 8 employees, based in United Kingdom. AeroLeads shows a matched LinkedIn profile for Marco Cortese.

Marco Cortese previously worked as Branch Manager at Otto Car and Account Manager at W1 Investment Group. Marco Cortese holds Beng Automotive Engineering from University Of Bedfordshire.

Company email context

Email format at Bluebond Group

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Bluebond Group

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Profile bio

About Marco Cortese

With over 14 years of experience across Sales and Account Management. I leverage my strong communication and problem solving skills to consistently achieve and surpass KPI targets at the highest efficiency level. My expertise in listening and understanding client's needs, identifying growth opportunities and executing effective strategies. Empowering customers to successfully achieve their goals whilst retaining long term business partnerships.

Listed skills include Business Development, Customer Relationship Management, Customer Service, Direct Sales, and 4 others.

Current workplace

Marco Cortese's current company

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Bluebond Group
Bluebond Group
Financial Planner
United Kingdom
Website
Employees
8
AeroLeads page
8 roles

Marco Cortese work experience

A career timeline built from the work history available for this profile.

Branch Manager

Current

London, England, United Kingdom

• I have been responsible for the successful budget management and sales performance of the branch whilst leading, managing and developing a growing team and ensuring a high level of customer satisfaction.• Raising the branch Google reviews from 10 to 200+ in 12 months with a score of 4.9/5. • Working collaboratively across departments to evolve operations and processes.• Utilising knowledge of a multiple of computer systems, Databases, Telematics and CRM systems to manage Payment Accounts, Diary management, and track data analytics, These systems include Ordway labs, 3CX, Freshdesk, Appointedd, Microsoft, and Google Suite. Please check the customer reviews:https://maps.app.goo.gl/78vbt6EHC7biSUZx7

Mar 2021 - Present

Account Manager

Assisting Expatriates on financial services such as: Pension's, Tax, Investing and Retirement Planning.• Organise and host successful seminars and networking events utilising social media and advertising.• Develop strong working relationships with clients and partners.• Offering bespoke advice to assist clients to reach their retirement goals.

May 2019 - Sep 2020

Account Manager

Assisting High Net Worth Individuals on all aspect on Wealth Management. Build relationships with clients at a senior level and ensure continued customer satisfaction and best usage of our products.

Jan 2018 - May 2019

Business Development Manager

• Awarded the most successful BDM in Europe 2019.• Generate qualified sales opportunities via Prospecting, Referrals, and Networking.

Jan 2017 - Jan 2018

Business Development Manager

B2B outbandcalling maintaining, and growing strategic relationships with executive and senior level decision makers in Tech to develop sales opportunities:• Generate qualified sales opportunities.• Develop and maintain detailed knowledge of client’s business, products, USPs and objectives.• Develop and maintain accurate and detailed customer and prospect company information.• Maintain a pipeline of prospects and updated CRM database using Salesforce.

Mar 2014 - Dec 2016

Branch Manager

Bedfordshire, United Kingdom

Running a number of betting shops ensuring customer satisfaction and sales KPIs are achieved.

Aug 2011 - Feb 2014

Customer Service Representative

• Organise sales promotions and in-store events. • Deal with queries, complaints and feedback from customers. • Maintain awareness of market trends and monitor competitors.

Oct 2010 - Aug 2011
Team & coworkers

Colleagues at Bluebond Group

Other employees you can reach at bluebond.co.uk. View company contacts for 8 employees →

1 education record

Marco Cortese education

FAQ

Frequently asked questions about Marco Cortese

Quick answers generated from the profile data available on this page.

What company does Marco Cortese work for?

Marco Cortese works for Bluebond Group.

What is Marco Cortese's role at Bluebond Group?

Marco Cortese is listed as Financial Planner at Bluebond Group.

Where is Marco Cortese based?

Marco Cortese is based in United Kingdom while working with Bluebond Group.

What companies has Marco Cortese worked for?

Marco Cortese has worked for Bluebond Group, Otto Car, W1 Investment Group, Devere Group, and Cohesity.

Who are Marco Cortese's colleagues at Bluebond Group?

Marco Cortese's colleagues at Bluebond Group include Victoria Staneva, Graham Webb, Turney Logan, and Victoria S..

How can I contact Marco Cortese?

You can use AeroLeads to view verified contact signals for Marco Cortese at Bluebond Group, including work email, phone, and LinkedIn data when available.

What schools did Marco Cortese attend?

Marco Cortese holds Beng Automotive Engineering from University Of Bedfordshire.

What skills is Marco Cortese known for?

Marco Cortese is listed with skills including Business Development, Customer Relationship Management, Customer Service, Direct Sales, Sales, Customer Service Management, Relationship Building, and Client Relations.

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