Mark Devincenzi Email & Phone Number

San Francisco Bay Area

Develop product strategies, provide product ideation, create and execute GTM plans designed to deliver exceptional customer experiences and build deeper customer relationships. Developed CRM (Salesforce) strategy and tactics to more easily identify and share customer insights, and collect and curate customer information, enabling more advanced customer analytics and predictive modeling. Developed personas, use cases, and wireframes with Adobe Xd.Designed and created internal products for sales teams to more efficiently identify customer opportunities, gauge product penetration, and monitor relationships globally. Utilized various Adobe CC and Captivate programs.Partnered with cross-functional teams in IT, sales, and business development to design and deliver new products. Agile development process.

Lodi, Ca

Directed product marketing, communications, and brand. Developed strategy and drove GTM plans as the bank expanded through new branches and acquisitions.

Oakland, Ca

Member of the founding executive team. Led marketing and IR that enabled CBC to become one of the fastest growing, pure commercial banks in Northern California.Created business and product strategy based on an innovative technology outsourcing model and value pricing. Launched core product offerings (online, mobile) and multiple yearly upgrades that enabled ongoing significant growth.Established bank’s brand, product messaging, and positioning. Spearheaded product marketing designed to rapidly build reputation and acquire customers. Developed strategy and drove GTM plans that quickly grew/retained the customer base and established CBC as a premier commercial bank in key expanding markets. Adobe Indesign, Illustrator, Photoshop utilized for creative design, print and production.Played a key role in corporate financial initiatives: led CBC’s second public offering; liaised with outside council on M&A activities and led the merger integration team. Worked with CEO and CFO on financial and competitor analysis, budgeting, and forecasting.

Provided marketing strategy, product development, and digital marketing expertise to financial services clients including Wells Fargo and Javelin Strategy and Research. Prepared customer experience mapping and use cases for account opening process, marketing analytics, and digital product marketing strategies.

San Francisco Bay Area

Ran product development, product marketing, and strategic relationships for retail brokerage account products with P&L responsibility for $700B in assets and 2MM+ households for Schwab One® and brokerage accounts. Extended successful Active Trader margin lending strategy to investment clients, increasing loans by 66% and revenues by 10%.

San Francisco Bay Area

Managed the Options, Margin, and Futures products. P&L responsibilities for products. Developed disruptive products for options and margin use, including product segmentation and pricing. Fielded qualitative and quantitative research. Created use cases and customer mapping for new product introductions and GTM plans.

San Francisco Bay Area

Directed product development, marketing, sales, and the P&L for financial planning, pre/post retirement, and tax, products and services for retail clients. Developed Schwab’s first-ever online retirement, and post-retirement (U.S. patent) products, enabling the company to penetrate a key new market, the emerging affluent. Created Schwab’s first-ever Personal Financial Planning software. Hired and led the national financial planning sales staff, and drove GTM strategy.

Masters, Marketing & Finance

Bs, Economics