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Steve Sullivan, Mba Email & Phone Number

Building Marketing Strategies that Grow Businesses | Writer-Editor | Content & Communications | Lead & Revenue Generation | Digital & Inbound Marketing | Team Leader | Author at DATABASICS
Location: Greater Philadelphia, United States, United States 16 work roles 2 schools
1 work email found @meradia.com 6 phones found area 302, 610, 617, 813, and 800 LinkedIn matched
✓ Verified May 2026 4 data sources Profile completeness 100%

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Work email s****@meradia.com
Direct phone (302) ***-****
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Current company
Role
Building Marketing Strategies that Grow Businesses | Writer-Editor | Content & Communications | Lead & Revenue Generation | Digital & Inbound Marketing | Team Leader | Author
Location
Greater Philadelphia, United States, United States

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Steve Sullivan, Mba is listed as Building Marketing Strategies that Grow Businesses | Writer-Editor | Content & Communications | Lead & Revenue Generation | Digital & Inbound Marketing | Team Leader | Author at DATABASICS, based in Greater Philadelphia, United States, United States. AeroLeads shows a work email signal at meradia.com, phone signal with area code 302, 610, 617, 813, 800, and a matched LinkedIn profile for Steve Sullivan, Mba.

Steve Sullivan, Mba previously worked as Vice President, Marketing at Databasics and Chief Marketing Officer, Advisor at Privork Limited. Steve Sullivan, Mba holds Master Of Business Administration - Mba, Finance from Fox School Of Business At Temple University.

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*@meradia.com
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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.

Listed skills include Strategy, Marketing Strategy, Business Development, Email Marketing, and 50 others.

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DATABASICS
Databasics
Building Marketing Strategies that Grow Businesses | Writer-Editor | Content & Communications | Lead & Revenue Generation | Digital & Inbound Marketing | Team Leader | Author
AeroLeads page
16 roles · 30 years

Steve Sullivan, Mba work experience

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Vice President, Marketing

Current

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.

Oct 2024 - Present

Chief Marketing Officer, Advisor

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.
  • 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
2023 - Oct 2024

Head Of Marketing, Head Of Content (Formerly Logicly; Vettafi Acquired 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.
  • 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
2021 - 2023 ~2 yrs

Fractional Cmo, Marketing Executive, Content Strategist, Writer, Storyteller

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
2007 - 2022 ~15 yrs

Vice President, Marketing (Leadership Team)

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.
  • 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
2019 - 2021 ~2 yrs

Vice President, Head Of Marketing

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.
  • $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)
2017 - 2019 ~2 yrs

Director Of Marketing & Communications

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.
2013 - 2016 ~3 yrs

Vice President Of Marketing And Business Development

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.
  • 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
2010 - 2012 ~2 yrs

Marketing & Business Development Consultant

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.
  • 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
2009 - 2010 ~1 yr

Marketing & Business Development Consultant

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.
  • 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
2008 - 2009 ~1 yr

Project Manager & Senior Consultant

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.
  • 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
2007 - 2008 ~1 yr

Marketing & Business Development Consultant

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
2007 - 2007

Vp, Private Bank Client Service Group (Promoted From Associate Level)

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.
  • 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
2005 - 2007 ~2 yrs

Associate, Private Bank Derivatives & Brokerage Support

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
2003 - 2005 ~2 yrs

Assistant Vp, Operations

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.
  • 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.
1999 - 2003 ~4 yrs

Senior Client Relationship Manager

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.
  • 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
1996 - 1999 ~3 yrs
2 education records

Steve Sullivan, Mba education

Master Of Business Administration - Mba, Finance

Fox School Of Business At Temple University

Bachelor Of Science - Bs, Kinesiology

Temple University
FAQ

Frequently asked questions about Steve Sullivan, Mba

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What company does Steve Sullivan, Mba work for?

Steve Sullivan, Mba works for DATABASICS.

What is Steve Sullivan, Mba's role at DATABASICS?

Steve Sullivan, Mba is listed as Building Marketing Strategies that Grow Businesses | Writer-Editor | Content & Communications | Lead & Revenue Generation | Digital & Inbound Marketing | Team Leader | Author at DATABASICS.

What is Steve Sullivan, Mba's email address?

AeroLeads has found 1 work email signal at @meradia.com for Steve Sullivan, Mba at DATABASICS.

What is Steve Sullivan, Mba's phone number?

AeroLeads has found 6 phone signal(s) with area code 302, 610, 617, 813, 800 for Steve Sullivan, Mba at DATABASICS.

Where is Steve Sullivan, Mba based?

Steve Sullivan, Mba is based in Greater Philadelphia, United States, United States while working with DATABASICS.

What companies has Steve Sullivan, Mba worked for?

Steve Sullivan, Mba has worked for Databasics, Privork Limited, Vettafi, Sullivan Copywriting, Llc, and Stp Investment Services.

How can I contact Steve Sullivan, Mba?

You can use AeroLeads to view verified contact signals for Steve Sullivan, Mba at DATABASICS, including work email, phone, and LinkedIn data when available.

What schools did Steve Sullivan, Mba attend?

Steve Sullivan, Mba holds Master Of Business Administration - Mba, Finance from Fox School Of Business At Temple University.

What skills is Steve Sullivan, Mba known for?

Steve Sullivan, Mba is listed with skills including Strategy, Marketing Strategy, Business Development, Email Marketing, Crm, Marketing, Social Media Marketing, and Integrated Marketing.

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