Maribeth Martorana

Maribeth Martorana Email and Phone Number

Chief Executive Officer @ Sapient Advisors
Miami, FL, US
Maribeth Martorana's Location
Miami, Florida, United States, United States
Maribeth Martorana's Contact Details

Maribeth Martorana work email

Maribeth Martorana personal email

About Maribeth Martorana

In 2023, after a 25 years into a successful career in fintech for big brands such as FactSet Research Systems and Moody’s Analytics and startups such as Aiera and Spatial Risk Systems. I had transitioned from the "voice of the customer"—supporting products for analysts and portfolio managers at large asset management firms and hedge funds—to building B2B fintech data and SaaS products. This included working with traditional and new AI methods, and I loved every minute of it.As my product career progressed, I noticed a distinct trend for startups and scaling companies. They needed to move fast to find and scale their core market. That meant learning along the way to achieve product market fit. I saw teams heading down rabbit holes to chase every revenue opportunity, regardless of ICP fit (think GenAI in our current environment). I knew there must be a better way.So I tapped into my extensive experience and developed a best-practice framework that instills the “voice of the customer” into a company's vision and strategy. It then aligns with business goals and expands into a flexible product roadmap, empowering teams to re-prioritize work and successfully address customer requests and shifting market conditions. I saw a clear trajectory for a bigger impact. So in 2024, I launched Sapient Advisors to help fintech data and SaaS companies develop high quality solutions with a foundation for scalable sustainable success. Now, I have the privilege of partnering with clients to create line-of-sight from vision to action. As the fintech industry enters its next phase, this streamlined visibility is the root of changing how we work and live—and I'm thrilled to play a key part in building the solutions that will accomplish that.If you would like to book a meeting to learn more about Sapient, click my Calendly link:https://calendly.com/maribeth-sapientadvisors/path_to_success?month=2024-11

Maribeth Martorana's Current Company Details
Sapient Advisors

Sapient Advisors

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Chief Executive Officer
Miami, FL, US
Maribeth Martorana Work Experience Details
  • Sapient Advisors
    Chief Executive Officer
    Sapient Advisors
    Miami, Fl, Us
  • Spatial Risk Systems
    Strategic Advisor
    Spatial Risk Systems Apr 2024 - Present
    Ny Metropolitan Area, Us
    Global Investors and Underwriters do not have an effective way to measure and quantify the physical risks of the companies they invest and underwrite.There is no complete or credible source of Asset Location, Function and Ownership.SRS provides detailed Global Asset Location Data (Location, Function, Ownership, and Key Facts) that empower investors and underwriters to understand the Physical Risks, GHG Emissions, and Environmental factors of the companies they invest and underwrite.
  • Sapient Advisors
    Chief Executive Officer
    Sapient Advisors Mar 2024 - Present
    Sapient’s Success Map helps growth minded CEOs of fintech data and Saas companies scale successfully without wasting precious time and resources. It’s all about assessing your company, products, and market trends to formulate an agile roadmap that meets customer needs, driving sustainable, profitable growth.According to the latest statistics, 75% of Fintech startups fail. It means the success rate is only 25%.So if you're frequently watching product initiatives flounder, you're not fully understanding your customer needs and pain points.What does it take to shift from floundering to flourishing? Three things:Be Aligned: Develop a product vision and strategy that unites all stakeholders with your business goals.Be Flexible: Design a flexible roadmap for your team to swiftly reprioritize based on client demands and market fluctuations.Be Empowered: Empower your leaders with an agile roadmap, including room to learn and experiment.Only Sapient’s Success Map takes this simple – Be Aligned, Be Flexible and Be Empowered Approach – so you have the blueprint to scale your business to the next level. That’s why Fintech CEOs who adopt the Sapient Success Map are more likely to secure funding, maintain profitability, and achieve sustainable growth even in challenging economic environments​.We know that Sapient’s Success Map will help you create the foundation to scale your firm profitably—and we'd love to prove it to you.
  • Chief
    Member
    Chief Sep 2022 - Present
    New York, Ny, Us
  • Entrepreneurs Roundtable Accelerator
    Startup Mentor
    Entrepreneurs Roundtable Accelerator Jul 2021 - Present
    New York, Us
    Entrepreneurs Roundtable Accelerator (ERA) is New York City’s leading technology accelerator and early-stage venture capital fund. It has invested in 330+ start-ups since launching in 2011. Our alumni companies, who come from all over the world, are already playing leading roles in the evolution of virtually every major global industry. To date, ERA alumni companies have raised more than $2 billion in capital and collectively exceed $10 billion in market capitalization.
  • Cpn Holdings, Corp
    President & Ceo
    Cpn Holdings, Corp Feb 2017 - Present
    Real estate investment firm
  • Aiera
    Strategic Advisor
    Aiera Mar 2024 - Aug 2024
    New York, Ny, Us
  • Aiera
    Svp, Head Of Product Strategy & Partnerships
    Aiera May 2022 - Apr 2024
    New York, Ny, Us
    Aiera is a closed, yet extensible, architecture that uses an agnostic approach to AI model deployment for the sole purpose of improved capital market research tooling. Aiera's approach combines in-house model building and training to offer the industry's most accurate generative AI, automatic speech recognition, and natural language processing, all in one platform. Since 2017, Aiera has been leading the transformation in how investment professionals and executives access, organize, and drive insights across market-moving events through its emphasis on calendar access, quality connection, and advanced language modeling applications. Aiera is trusted by the world's top asset managers and global institutions, with services delivered through an easily-navigable user interface, APIs, and UI components. Learn more at aiera.com.
  • Ai4 Credit
    Strategic Advisor
    Ai4 Credit Jun 2021 - Sep 2022
    Work with the co-founders in areas of product development, product marketing, partnership opportunities and strategic planning
  • Cfa Institute
    Senior Director, Chief Of Staff, Global Partnerships & Client Solutions, Americas
    Cfa Institute Nov 2021 - Apr 2022
    Charlottesville, Va, Us
    Chief of Staff for the Managing Director of the Americas Region for the Global Partnerships and Client Solutions Division
  • Moody'S Analytics
    Director, Product Strategy, Data Solutions Ou & Ma Accelerator
    Moody'S Analytics Apr 2016 - Apr 2021
    New York, Ny, Us
    Lead the Product Strategy for new AI and machine learning driven product to capture unstructured data into structured data to assist the financial analysts repetitive low value tasks; product will leverage Moody’s proprietary content and expertise in fixed income and credit markets. Created and Head the Moody’s Analytics Data Partnership with FinTech Sandbox to better vet startups for MA and identify potential clients and/or new players in market. Co-Lead of Engagement Management Team for Credit View Excel Add-In—Asked to lead the Americas team and build out team including account management, prioritization, processes for team to support all activities of Excel Add-In for Credit View Fundamentals product.Moody’s Lead Representative for RiXML.org consortium of buy and sell-side firms and technology vendors that provide creation, distribution, and aggregation of investment research.
  • Moody'S Analytics
    Associate Director, Product Strategy, Credit Solutions
    Moody'S Analytics Sep 2013 - Apr 2016
    New York, Ny, Us
    Led the Strategy and Vision of Excel Add-In for new Credit View Product Launch—Managed product strategists for two-year build to add three major content sets, and to redesign and build major features.Research Distribution Product Clean-up and Process Implementation—Led multiyear set of projects to clean up product documentation, product permissioning, client records, and onboarding. Grew research distribution partnerships to over thirty partners. Successful Product Migrations for Research Web Services clients over six-month period—Identification of affected clients, understanding contracts terms, client announcements, and working with technical teams and updating stakeholders. Migrated 20+ clients and partners.
  • Factset Research Systems Inc - New York, Ny
    Vice President, Product Strategy, Investment Banking Group
    Factset Research Systems Inc - New York, Ny Mar 2007 - Sep 2013
    Norwalk, Connecticut, Us
    I played a key role in the development of FactSet’s Readership Analytics Project from conception to completion. I helped drive the market research that identified the need, secured the funding, and conducted the beta test. I launched FactSet’s Embargoed Research Product—Spearheaded all components of market research including competitor analysis, pricing, and strategy. I led the 30-member development team and worked with NLP and machine learning engineers for NLP features that improved user efficiency and make more informed purchase decisions which resulted in better research budget management. I developed FactSet’s Investment Research Application and increased the YOY daily user rate by more than 30%.
  • Gpqs Pty Ltd
    Vice President, Client Research & Development
    Gpqs Pty Ltd 2004 - 2007
    I was recruited to the firm at start-up to establish the North America Business Unit and to play a key role in the global expansion plan. I co-led the global product roll-out of iQWorks—Merrill Lynch's Equity Research proprietary data analytics software. I interfaced with the Research Team and the Equity Sales Team while working on Merrill Lynch's trading floor.
  • Pricewaterhousecoopers
    Associate, Financial Advisory Services
    Pricewaterhousecoopers 2003 - 2004
    Gb
    I analyzed and interpreted P&L data to implement financial models for the Victims’ Compensation Fund and I created alternative scenarios to support in the proper valuation of claimants’ losses.
  • American Express
    Summer Intern, New Industry Development, Establishment Services Division
    American Express 2002 - 2002
    New York, Ny, Us
    I developed the American Express Value Proposition model based on the strong demographic fit between participants and corporate card members. I formulated a B2B strategy that effectively gained card acceptance with merchants.
  • Factset Research Systems
    Vice President, Institutional Sales, New York Investment Management Group
    Factset Research Systems 2000 - 2001
    Norwalk, Connecticut, Us
    I led the systems integration sales campaign targeted to senior investment management professionals that grew sales in target area by more than 25% in 2001.I achieved a 50% increase in sales via contract renegotiation after client mergers and acquisitions.I captured a 100% client retention rate from the 25-major financial services firms—GE Capital, US Trust Company, and Verizon Investment Management. I established proactive summits that were adopted as a model program.
  • Factset Research Systems
    Account Executive, International Products Group
    Factset Research Systems 1998 - 2000
    Norwalk, Connecticut, Us
    I generated $10M in revenues for the global fund managers’ segment of North America.I grew the account base by 20%+ per year and increased the client satisfaction and retention rates.

Maribeth Martorana Skills

Management Financial Analysis Cross Functional Team Leadership Financial Modeling Product Launch Strategy Financial Services Product Development Product Management Software Project Management Equities Business Development Start Ups Analytics Global Marketing Training Portfolio Management Global Business Development Global Strategy Software Development Life Cycle Competitive Analysis Business Analysis Marketing Analytics Predictive Analytics Consensus Building Crm Collaborative Leadership Software Development Valuation Leadership Mergers And Acquisitions Capital Markets Market Research Hedge Funds Investments Analysis Asset Management Customer Satisfaction Research Program Management Global Teams Branding Experience European Markets Asian Markets Global Contract Negotiation Mentoring

Maribeth Martorana Education Details

  • Georgetown University Mcdonough School Of Business
    Georgetown University Mcdonough School Of Business
    General Management
  • Penn State University
    Penn State University
    Finance & Economics

Frequently Asked Questions about Maribeth Martorana

What company does Maribeth Martorana work for?

Maribeth Martorana works for Sapient Advisors

What is Maribeth Martorana's role at the current company?

Maribeth Martorana's current role is Chief Executive Officer.

What is Maribeth Martorana's email address?

Maribeth Martorana's email address is mm****@****hoo.com

What schools did Maribeth Martorana attend?

Maribeth Martorana attended Georgetown University Mcdonough School Of Business, Penn State University.

What skills is Maribeth Martorana known for?

Maribeth Martorana has skills like Management, Financial Analysis, Cross Functional Team Leadership, Financial Modeling, Product Launch, Strategy, Financial Services, Product Development, Product Management, Software Project Management, Equities, Business Development.

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