Steve Sullivan, Mba

Steve Sullivan, Mba Email and Phone Number

Building Marketing Strategies that Grow Businesses | Writer-Editor | Content & Communications | Lead & Revenue Generation | Digital & Inbound Marketing | Team Leader | Author @ DATABASICS
Steve Sullivan, Mba's Location
Greater Philadelphia, United States, United States
Steve Sullivan, Mba's Contact Details
About Steve Sullivan, Mba

I am a high-energy, high-impact business leader who built/executed a full-scale marketing strategy from the ground up for a leading FinTech. In just 16 months, this grew valuation 3x, clients 30x, ARR 2x leading to a sale/exit. I'm a marketing and content/communications executive with a 15+ year track record of building brands and growing sales, revenue, ARR, and ACV for firms of varying size, from pre-seed and early-stage startups (Series A/B/C/D) to global businesses. As a data-driven marketer, I've enjoyed and thrived at building marketing strategies for next generation technology solutions and service businesses that grow brands, expand markets, and drive sales and revenue. I have a sharp eye for identifying market opportunities, setting/aligning business strategies, launching new products, and creating long-term sales and profitability. A proven leader, collaborator, and communicator, connecting with people and building genuine, lasting relationships is what gets me fired up! I've built successful, ROI-based GTM strategies that support and drive sales. Colleagues, partners, and business associates have long recognized my leadership style, and success in recruiting and directing high-performing teams. Major Successes:• Accelerated business growth, hitting 3-year goal in 16 months leading to sale/exit• Delivered 3x valuation / 30x subscriber growth via digital, inbound, content, PR, ABM, and email • Grew RIA's AUM $600m by building/executing marketing, content, inbound program• Doubled/tripled MQLs by creating lead gen/customer segmentation with CRM automation• Generated $18m assets for tech-focused hedge fund• Increased demos 30x by creating ABM and customer segment-driven GTM strategy • 8x brand awareness via PR strategy • Won firm’s first-ever “Best Outsourcing Provider” award• Delivered 4:1 ROI and pipeline coverageOn a personal note: I'm an aspiring author! I recently completed the first draft of a YA novel, set in the American Southwest and sporting around 550 pages! It was a 14-year labor of love and now, it's finally done and I'm ready for some tough love...also called editing. That relentless determination, tireless optimism, and drive is also what companies can expect from me. Side note: I previously held FINRA Series 6, 7, 63, 4, 24 and 27 licenses.

Steve Sullivan, Mba's Current Company Details
DATABASICS

Databasics

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Building Marketing Strategies that Grow Businesses | Writer-Editor | Content & Communications | Lead & Revenue Generation | Digital & Inbound Marketing | Team Leader | Author
Steve Sullivan, Mba Work Experience Details
  • Databasics
    Vice President, Marketing
    Databasics Oct 2024 - Present
    Reston, Virginia, Us
    >Build multi-channel marketing strategy to grow brand, leads, sales, and revenue supporting global business>Create compelling marketing campaigns across digital, social, offline to increase customer acquisition and retention>Develop and direct company's content and communications strategy, including forming internal content team of SMEs>Build VAR partner program to increase visibility and partnership across NetSuite, Sage Intacct, and Microsoft Dynamics channels>Collaborate with product team to build product marketing program (positioning, messaging, outreach)>Develop/implement marketing budget (conferences/events, external agencies, resources, digital, co-marketing with partners)>Create structure/process to track strategic marketing initiatives and prioritization of resources>Manage and lead marketing team, including adding team resources and professional/personal development
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  • Privork Limited
    Chief Marketing Officer, Advisor
    Privork Limited 2023 - Oct 2024
    George Town, Grand Cayman, Cayman Islands (Gcm), Ky
    *Advising Founder and CEO of high-growth, RegTech/LegalTech B2B early-stage startup on global marketing & GTM product strategy.Building go-to-market and content strategy to grow sales and ARR of technology platform and services to law firms, fiduciary providers, independent directors, corporate service providers, trust companies, fund admin/fund management firms, wealth managers, family offices, banks, professional services, and compliance-focused organizations. • Devise/implement multi-channel global marketing strategy including content, digital, inbound, and SEO• Build content and communications program with content/editorial calendar• Set/lead inbound marketing strategy for new products and releases• Build personas for email marketing campaigns to drive engagement• Develop metrics and KPI reporting to track campaign/strategy ROI• Direct/mentor marketing team consultants
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  • Vettafi
    Head Of Marketing, Head Of Content (Formerly Logicly; Vettafi Acquired 2023)
    Vettafi 2021 - 2023
    New York City, New York, Us
    *Hired by lead VC investor & CEO/Founder of hyper-growth, AI-powered FinTech to create/launch firm’s global marketing and distribution strategy to drive sales and revenue.> Built omni-channel marketing strategy to grow revenue, sales, & brand in US, Canada, Europe & Asia • Hit 3-year growth target in 16 months, leading to sale/exit• 3x valuation / 30x subscriber growth• 2x ARR increase by implementing account-based marketing (ABM) plan• Grew funnel 10x by creating successful lead generation campaigns• Partnered with Sales/Product to build market/product segments and GTM plans• Produced pipeline coverage ratio & ROI of 4:1 by building data-driven process > Created/directed high-performing content & communications strategy • 8x brand awareness / media coverage via PR and content strategy• Set/managed progressive content calendar • Created/led content production across wide range of planning & investment topics • Wrote/published high-performing content using SEO best practices> Directed team, agencies, consultants & partners in building/executing digital marketing strategy• Grew MQLs 350% / landing page conversion 80% via extensive AB testing• 15x engagement across target market• Achieved 96% client retention by building content-driven ABM & CRM automation• Created/executed campaigns across: Social, SEO, SEM, Advertising (X, Facebook, LinkedIn)>Designed/implemented comprehensive marketing operating model • Built engagement metrics and KPI reporting to evaluate ROI• Set/managed marketing budget; built reporting to track ROI • 30x growth in demos via webinars, client newsletters• Developed/nurtured brand evangelists to drive referrals• Produced 4:1 ROI on marketing spend; 4:1 pipeline coverage >Built/mentored high-performing marketing team, including external vendor partners• 2x growth of marketing team; led content marketers, client experience, design• Set weekly meetings to review development, OKRs & track progress against goals
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  • Sullivan Copywriting, Llc
    Fractional Cmo, Marketing Executive, Content Strategist, Writer, Storyteller
    Sullivan Copywriting, Llc 2007 - 2022
    West Grove, Pennsylvania, Us
    >Aberdeen Asset Management• Created ”Closed End Funds” content on asset management firm’s website; wrote promotional content for firm’s global funds in APAC, India, Japan, Israel & Latin America>CREATIVE Financial Group• Developed brand vision/led rebranding project for insurance-based RIA: new website launch, marketing materials, & social media by directing internal stakeholders and external resources>Scivantage• Grew subscribers 300% by writing/sharing high-performing (SEO-driven) content>Kempner Wealth Management• Increased firm visibility by designing brand vision and content strategy>STP Investment Services• Wrote case studies covering various subjects including Operations Outsourcing and Fund Administration>Meradia Group• Ghostwrote article for CEO that was published in CFA Magazine
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  • Stp Investment Services
    Vice President, Marketing (Leadership Team)
    Stp Investment Services 2019 - 2021
    West Chester, Pa, Us
    * Recruited by President & CEO of high-growth SaaS/FinTech firm to build marketing/content strategy, extend global presence, and increase AUM, revenue & brand awareness.>Built/executed/led global marketing and content strategy• Won firm’s first-ever “Best Outsourcing Provider” award • Led website redesign, optimized content & SEO, social media, built KPI reporting• Formed/led content team to create high-impact content for target markets in US/UK>Designed marketing & lead gen strategy to raise AUM for Satori Fund (tech-focused hedge fund)• Generated $18M (40%) by pitching fund to institutional & UHNW investors• Grew AUM by creating/adapting/pitching institutional content to private wealth investors • Increased MQLs 250% by launching demand & lead-generation campaigns in CRM
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  • Wealthcare Capital Management
    Vice President, Head Of Marketing
    Wealthcare Capital Management 2017 - 2019
    Richmond, Va, Us
    *Hired by President & Chief Investment Officer to increase brand, drive client acquisition, develop inbound marketing strategy, boost engagement, and grow AUM and revenue.Designed multi-channel marketing strategy covering digital, inbound, product, content, video, PR • $600m AUM growth after implementing strategy centered on “client experience”• 350% jump in MQLs by building targeted lead generation campaigns• Produced visionary flagship hype video about brand: storyboarding, messaging, voiceoverAmplified brand by building content & communications strategy• Boosted media hits 500% across industry publications by directing PR agency • Founded "Wealth Insights" to write/edit/share target market-facing content (articles, infographics, videos, blogs, research papers)
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  • Meradia Group
    Director Of Marketing & Communications
    Meradia Group 2013 - 2016
    West Chester, Pennsylvania, Us
    *Retained by President/CEO to build marketing/content strategy, create & implement social strategy, improve brand and consultant visibility, and drive revenue.> Built marketing and content strategy• Increased MQLs 250% • 600% jump in social following• Amplified brand awareness by writing factsheets, brochures, case studies, articles, social media posts> Formed/led content team with executives and consultants to create high-performing content> Ghostwrote article for CEO that was published in CFA Magazine
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  • Walkers
    Vice President Of Marketing And Business Development
    Walkers 2010 - 2012
    George Town, Grand Cayman, Ky
    *Hired by Chief Marketing Officer to expand global marketing and business development strategy, build relationships with lawyers & professional services group worldwide, and increase revenue.Redesigned global marketing & business development strategy• 45% increase in client development by customizing pitches• Created pitch that won new business from large development company in Dubai• Wrote/designed marketing collateral for law firm's professional services teams• Organized/led high visibility events: Walkers Fundamentals Seminar & industry conferences
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  • Markov Processes International (Mpi)
    Marketing & Business Development Consultant
    Markov Processes International (Mpi) 2009 - 2010
    Summit, Nj, Us
    *Hired by President of SaaS/FinTech firm to create marketing, product, and content strategies to increase brand recognition, drive new business, and increase revenue.>Designed marketing & content strategy with targeted product campaigns• Increased brand awareness and product positioning• 120% jump in product demo requests, RFPs and client presentations• 200% MQL growth using email marketing and social media campaigns• Wrote/edited marketing copy, company blog, and articles>Built business development strategy• Hit 125% sales objectives• Increased ACV 45%• 100% client retention by leading webcasts and in-person meetings• Won new business across different verticals
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  • Finlab Sa
    Marketing & Business Development Consultant
    Finlab Sa 2008 - 2009
    Geneva, Ch
    *Hired by Managing Director, Americas of SaaS/FinTech firm to direct marketing and sales initiatives, increase revenue, brand awareness, and messaging, and build/manage relationships.>Created/directed marketing, sales, and client management strategy to strengthen brand position• Won large contract and firm's ONLY new sales during early part of Global Financial Crisis• Increased revenue 20% via targeted marketing campaigns• 50% growth in partner channel revenue by renegotiating revenue-sharing agreements• Cut sales cycle 25%• 250% jump in MQLs by creating impactful email & social media campaigns
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  • State Street
    Project Manager & Senior Consultant
    State Street 2007 - 2008
    Boston, Massachusetts, Us
    *Hired by Vice President of Operations to lead/manage investment middle office project, recruit consultants, develop stakeholder communication program, and build relationships across firm and with industry partners.>Led global reference data project• Delivered project *ahead of schedule and within budget*• 100% success in converting extensive client information• Cut implementation timelines 60% by building shared services relationships• 20% boost in productivity by spearheading development of new processes• Liaised with numerous middle office teams to gather/write business requirements• Recruited & directed project activities of six peak-performing consultants>Developed project plan, including directing/leading stakeholder communication• Created testing plan, go/no-go decision, and post-go-live issue resolution• Wrote/edited 40+ page procedure manuals• Streamlined stakeholder communication 50% by leading internal partner and client meetings
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  • Bullrun Financial
    Marketing & Business Development Consultant
    Bullrun Financial 2007 - 2007
    Us
    *Hired by President of SaaS/FinTech firm to drive revenue, win new business, increase brand awareness, build marketing strategy, and form/lead relationships with clients and other industry partners.• Hit 140% of sales targets by selling to RIAs, Independent Financial Advisors and institutional advisors• 200% jump in MQLs via targeted campaigns• Led webcasts and in-person demos; directed RFP responses• Drove 75% increase in event-based ROI• Hit 60% up-sell rate of software to existing clients• 100% client retention via customized service program
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  • Jpmorgan Chase
    Vp, Private Bank Client Service Group (Promoted From Associate Level)
    Jpmorgan Chase 2005 - 2007
    New York, Ny, Us
    *Hired/promoted by Managing Director of Private Bank Client Service Group to lead/manage high-profile service team, boost revenue, increase awareness of services/products, and build relationships with sales team, bankers, and institutional/individual clients. • Grew deposit revenue 250% by creating scalable, product-focused marketing plan; success resulted in roll-out across entire Client Service Group• Delivered more than 300% of annual target for new deposit account openings and liquidity-based revenue generation• Produced CSG team's largest single deposit product revenue win• Achieved 100% client retention by creating and implementing high touch service matrix• Wrote content/articles for quarterly internal Private Bank newsletter; interviewed top investment strategists/economists in Investment Bank• Recruited 80% of top performers in CSG team by following recruiting process designed in previous JPM role• Directed team of 15 Account Officers providing world-class service and investment products to institutional and family office clients• Created performance benchmarks & objectives for Account Officers with monthly, quarterly, and annual targets• Led and managed multiple projects involving stakeholders from various teams focused on enhancing the client experience and process improvements• Managed transactional and financial risk by monitoring securities and currency flows into and out of the bank• Delivered three-stage project to consolidate accounting platforms for 40,000+ Private Bank accounts• Wrote complete procedure manual supporting multiple operations teams involved with trust system conversion• Led project to redesign and implement new fixed income client reports• Leveraged operational relationships to implement new operations support team structure to provide better service quality to the team’s largest client
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  • Jpmorgan Chase
    Associate, Private Bank Derivatives & Brokerage Support
    Jpmorgan Chase 2003 - 2005
    New York, Ny, Us
    *Hired by Head of Operations to lead a Private Bank operations team, build relationships with internal and external clients, and recruit talent to Ops group.• Recruited 85% of peak performers across 12 operations teams by designing, implementing, and leading behavioral-based recruiting program• Directed seven-person team providing operations support to internal clients with direct access to JP Morgan Private Bank clients• Slashed annual operating costs $50,000 by streamlining trade reconciliation processes and reducing process times by 80%• Reduced failed trade resolution time 60% while sponsoring and winning management acceptance of a new fails tracking database• Built partnerships with the sales and investment middle office in NY and the Investment Bank marketing team• Directed and approved execution of derivative product trades covering OTC options, swaps and FX options• Collaborated with senior management in both strategic and tactical decision-making• Oversaw all operational activities supporting team's Private Equity clients including: capital calls and distributions
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  • Fiserv Securities
    Assistant Vp, Operations
    Fiserv Securities 1999 - 2003
    Milwaukee, Wisconsin, Us
    *Hired by VP of Operations to manage teams supporting back office for margin and options trading/settlement, reduce operational/financial risk, improve processes across groups, and increase efficiency.*Securities clearing and settlement house with more than $50 million in annual revenues. Formerly known as BHS Securities. • Directed three supervisors and 20 employees in back office processes supporting margins and options trading activity• Monitored/reported on firm's financial risk levels• Built operations team's relationships with examiners and auditors from various regulatory agencies (NYSE, NASDAQ)• Managed portfolio risk and capital requirements for introducing broker (IB) client inventory trading accounts• Proposed, led and sponsored weekly conference calls with client’s senior management.• Delivered savings of $250,000 by automating departmental functions• Slashed overtime costs 60% by streamlining daily processing activities• Generated $10 million in new AUM by convincing clients to move margin and option trading books to Fiserv Securities• Led project to convert $15 billion book of business from legacy systems to new platform• Designed and implemented comprehensive plan to attract and retain key talent
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  • The Vanguard Group
    Senior Client Relationship Manager
    The Vanguard Group 1996 - 1999
    Valley Forge, Pa, Us
    • Supervised three client relationship specialists, and provided indirect supervision to approximately 30 securities traders within the Vanguard Brokerage Services (VBS)• Managed relationships with market makers and securities firms (Spear Leeds Kellogg, Herzog, Pershing) to improve trade order flow, timely/accurate trade execution, block trading and trade dispute resolution on behalf of VBS clients• Coordinated implementation of new clearing firm partner systems and process. • Developed, tested and implemented options trading desk in Arizona ahead of schedule and under budget• Retained 100% of assigned institutional and block trading clients by providing top quality customer service• Generated more than $25 million in new assets through business development and client relationship management• Trained new traders on the VBS Orders Desk, from managing call volumes to properly handling trade disputes and following escalation procedures
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Steve Sullivan, Mba Skills

Strategy Marketing Strategy Business Development Email Marketing Crm Marketing Social Media Marketing Integrated Marketing Strategic Planning Market Research Public Relations Social Media Copywriting Competitive Analysis Project Management Marketing Communications Press Releases Corporate Communications Relationship Management Marketing Management Branding Web Content Thought Leadership Website Content Content Marketing Content Management Creative Writing Technical Writing Product Marketing Blogging B2b Marketing Team Leadership Business Writing Case Studies Article Writing Fiction Writing Non Fiction Writer Corporate Blogging Marketing Materials Small Business Marketing Slogans Business To Business Search Engine Optimization Customer Acquisition Leadership Interpersonal Skills Brand Strategy Marketing Budget Building Internal And External Relationships Change Management Analysis Integration Writer Customer Relationship Management

Steve Sullivan, Mba Education Details

  • Fox School Of Business At Temple University
    Fox School Of Business At Temple University
    Finance
  • Temple University
    Temple University
    Kinesiology

Frequently Asked Questions about Steve Sullivan, Mba

What company does Steve Sullivan, Mba work for?

Steve Sullivan, Mba works for Databasics

What is Steve Sullivan, Mba's role at the current company?

Steve Sullivan, Mba's current role is Building Marketing Strategies that Grow Businesses | Writer-Editor | Content & Communications | Lead & Revenue Generation | Digital & Inbound Marketing | Team Leader | Author.

What is Steve Sullivan, Mba's email address?

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What is Steve Sullivan, Mba's direct phone number?

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What schools did Steve Sullivan, Mba attend?

Steve Sullivan, Mba attended Fox School Of Business At Temple University, Temple University.

What are some of Steve Sullivan, Mba's interests?

Steve Sullivan, Mba has interest in Leadership, Fiction Short Stories/novels, Writing, Integrated Marketing Campaigns, Concepts, Team Building, Strategic/creative Thinking, Rfps, Account Management, Press Releases.

What skills is Steve Sullivan, Mba known for?

Steve Sullivan, Mba has skills like Strategy, Marketing Strategy, Business Development, Email Marketing, Crm, Marketing, Social Media Marketing, Integrated Marketing, Strategic Planning, Market Research, Public Relations, Social Media.

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