Mike Levine Email & Phone Number

Park City, Ut, Us

As Co-Founder of Evalu8 AI, I lead our mission to revolutionize training and development in financial services. Our AI-powered solution delivers dynamic role-play scenarios, real-time feedback, and actionable analytics, empowering professionals to achieve measurable results in client engagement, compliance, and leadership.Key Areas of Focus:Product Vision & Market Leadership:• Shape Evalu8’s B2B/SaaS product roadmap to align with client needs and market trends, driving innovation and relevance in a rapidly evolving industry.• Define and refine brand strategy, ensuring Evalu8 maintains its position as the leading provider of customizable, AI-driven training solutions.Revenue Growth & Sales Strategy:• Spearhead B2B Enterprise prospecting, qualification, and negotiation to build a robust enterprise sales pipeline.• Design tailored go-to-market strategies to capture new opportunities and expand Evalu8’s client base.Enterprise Sales & Client Success:• Collaborate with enterprise clients to customize training solutions aligned with their unique goals, creating scalable programs that drive ROI.• Foster long-term client relationships through strategic account management, ensuring satisfaction, retention, and growth.Data-Driven Innovation:• Oversee development of advanced analytics and reporting tools, enabling clients to benchmark performance, measure progress, and quantify training outcomes.• Utilize insights to refine platform features, continuously enhancing client value and engagement.Evalu8 represents the next frontier in financial services training, combining cutting-edge AI with a deeply personalized approach. As a thought leader and innovator in the industry, I am passionate about helping organizations unlock their teams’ full potential and achieve sustainable growth.

I leverage decades of Fortune 50 experience in sales, leadership, training and development to help companies navigate and excel in the complex financial landscape. I’ve partnered with industry leaders like Raymond James, BankUnited, and NerdWallet, driving growth and innovation through tailored consulting.Go-to-Market Strategy Development: Crafting comprehensive GTM plans that align with business goals and the evolving financial services industry.Market Expansion Consulting: Identifying and evaluating new markets to ensure sustainable growth and a competitive edge.Sales Enablement & Training: Developing customized training programs that empower sales teams to excel.Industry Insights & Analysis: Providing deep insights into FinAI, RevOps, FinTech, EdTech, MarTech, Sales Enablement, and L&D to inform data-driven decisions.

As one of the first 100 Financial Advisors in Merrill Lynch’s pioneering Financial Solutions Advisor (FSA) program, I launched my career by contributing to its rapid expansion to over 3,000 advisors. Recognized as a top performer, I was selected to lead and develop the Florida Gulf Coast market.I played a critical role in developing the pilot Merrill Financial Solutions Advisor (MFSA) program, designed to bridge the career path to becoming a full Financial Advisor. Upon its national launch, I co-designed and implemented the training program for new MFSAs, which now trains thousands of advisors annually. I also established ongoing professional development initiatives, laying the groundwork for what has become the Advisor Development Program (ADP).Entrusted with modernizing the original FSA training curriculum, I led a comprehensive overhaul of the decade-old program. This project was one of the most rewarding of my career, resulting in immediate success and fueling the continued growth of the FSA program, now encompassing over 3,000 advisors managing assets exceeding $450 billion. The MFSA program also flourishes with over 2,000 advisors.Promoted to Director of Market Development, I leveraged my expertise to join the leadership team responsible for recruiting top Forbes and Barron’s advisors across the Central and Southeast divisions, successfully recruiting over $3 million in T-12 production.My early contributions to what is now known as The Academy—Bank of America’s award-winning training and development department—highlight my commitment to professional development and industry leadership.Throughout my tenure, I consistently drove growth, innovated training programs, and recruited top talent, all while maintaining the highest standards of excellence.