photo de profil d'un membre

Marcus

Résumé

A member of the start-up world since 2006 and a passion for Big Data & Analytics. I love the challenge of being a Corporate Entrepreneur and helping grow companies.

Result & People-Driven Executive with 15+ years of Global Business Development in Technology, Investment Banking, Private Equity & Commercial Real Estate

I love to dig into customer problems & solve them with technology. To accomplish this, I focus on driving key results, building high performing teams and quickly leveraging new insights. I love to grow and expand companies internationally because my background speaks global markets.

I have enjoyed many executive positions throughout my career in Data Analytics and Investment Banking, Business Expansion, Technical Sales, Pitching customers, Structuring Complex Operations and Strategy. My personal and professional experiences have taught me the following about myself:

I can successfully manage international teams with cultural differences, scale and expand companies from $5M to $1B in revenue.
- I put the customer at the center of all that I do.
- I excel at the execution of big ideas with given constraints
- My gut instinct is good but I seek data for my decisions

I can align, lead and grow world-class teams from 5 to 50 people.
- I love to win, but winning as a team gives me greater joy
- Fluent in FinTech, MarTech, and Exec
- Tell great stories that motivate
- Take responsibility for my actions

I educate, refine and drive myself to be a better person
- Never stopped learning because I never settle
- Always stay calm when faced with adversity
- I focus on making high-quality decisions

Professional Skills
Big Data Analytics | User Experience (UX) | Product Analytics | Team Development | Market and Pricing Analysis | Strategic Planning | Product Development | Product Roadmap | Portfolio Strategy | Business Development | SaaS | Start-Up | Agile Development | Marketplace Platforms | Behavioral Science | Cloud Computing | Quantitative Modeling | Experience Analytics |

Domain Knowledge
FinTech | MarTech | E-Commerce | Enterprise Software | Digital Marketing | Digital Advertising | Alternative Investments

Expériences professionnelles

Directeur marketing & partnerships

CHATSWORTH SECURITIES , Greenwich - Profession libérale

De Mars 2019 à Aujourd'hui

Large focus on Technology, Renewable Energy and Industrial/Manufacturing, Capital Raising, Structured & Alternative Debt, and Mergers and Acquisitions (M&A).

We are helping companies develop visual products, videos, and corporate videos, establishing their presence in the United States.

Chatsworth is a collection of 30 Managing Directors with backgrounds at Goldman Sachs, UBS, Morgan Stanley, Bank of America, Merrill Lynch, etc. Many MDs are graduates of Harvard Business School, HEC Paris, Yale University, Princeton, etc.

• Lead cross-border technology projects in the US and Europe, focusing on M&A, strategic advisory, and digital transformation with an emphasis on emerging technologies such as AI, machine learning, and automation.
• Specialize in the Technology sector, having converted up to $200 million USD in opportunities since 2019, including AI-driven solutions and digital transformation initiatives.
• OpenAI to produced multimedia content including videos, images, charts, and graphs for various platforms to drive engagement.
• Authored and published newspaper articles on industry topics, enhancing brand visibility and thought leadership.
• Notable projects include financing and advisory for AI-enhanced fintech solutions and tech-driven growth strategies.
• Key clients include Shift4, American Express, Mastercard, DreamJet SAS, Touch Bistro, Zucchetti Group, Lava International, and other technology and AI-focused enterprises.

Customer success & sales

Contentsquare , Paris - CDI

De Décembre 2016 à Mars 2019

• Led business development across the Americas, generating over $35 million USD in new sales by engaging enterprise clients at the C-suite level.
• Conducted in-depth customer journey analysis using statistical insights, defining key KPIs such as engagement, conversion rates, and revenue per visit to optimize client outcomes.
• Enhanced UX using ContentSquare’s UX analytics tools, Adobe/Google Analytics, and SQL to drive data-driven improvements.
• Collaborated closely with digital marketing and IT teams to collect and analyze data, even within high-security environments like banking institutions.
• Managed cross-functional relationships between Strategy, Account, Creative, UX, and Technology teams, as well as partner agencies, to ensure seamless project execution.
• Supervised and mentored a team of 6 SDRs, fostering growth through educational initiatives and performance reviews, contributing to their career development.
• Key clients included Goldman Sachs (Marcus.com), UBS (SmartWealth), BNP USA, Morgan Stanley, and Bank of America Merchant Services.

Investment principal + investor relations head

MONUMENT INTERNATIONAL , New york - CDI

De Mars 2012 à Décembre 2016

● Energy & Technology private equity firm focused in the energy sector. The company structured 3 funds and I was hired to manage fund structure operations, capital raising, deal structuring and quantitative valuation.
● Implemented the technology stack to process deal flow, data rooms, email security, website, and client login implementation.
● Hired 4 staff members to support my work and hired our US Legal & US support staff: placement agencies, PR & media, etc.
● We raised over $ 500 million USD from Brazilian and United States limited partners, including family offices, institutions, etc.

Co-head of us & eu business & partnership development

Banco Votorantim Securities, Inc , New york - CDI

De Juin 2006 à Mars 2012

● Corporate banking clients including: Hypermarcas, Tishman-Speyer, Vivendi, Renault, etc. exceedingly more than $1 billion USD in established credit lines (R$1.88BN, from 2009 to 2011). This generated up upwards of R$200MM revenue in over 3 years.
● Private Equity Structured deal examples:
o BV/Och Ziff RE fund($308MM)
o Renewable Energy Fund ($768MM)
o Feeder Fund: T&D Life ($200MM), etc.
● Increased the bank’s international lending exposure from 25% to 40% of the balance sheet, generating new revenue.
● The international raised over $ 2 billion in new capital, representing ~20% of the bank’s total new capital in 5 years; assets under management had R$42.9-Billion AUM Dec ’11 (USD 20-Billion+).
● Successful Strategic Partnerships: Och Ziff, Starwood Capital, Macquarie Bank, Sumitomo Bank, Tishman Speyer and others.
● Constructed financial models for cash flow analysis, DCM, analytical data sets, and M&A.
● Established the Broker-Dealer in the USA with FINRA + the SEC and FSA registration in the UK.

Equity trading + analytics - sr. associate

Merrill Lynch & Co , New york - CDI

De Mai 2003 à Septembre 2005

Equity derivatives - otc exotics

Morgan Stanley (New York) , New york

De Septembre 2000 à Mai 2003

Formations complémentaires

Bachelors of Science

Binghamton University - Economics, Electrical Engineering

1997 à 2001

Masters in Risk Management

New York University - Risk Management

2002 à 2003

Data Science

Columbia University

2017 à 2018

Data Structures, SQL, Javascript, Data Analytics

MBA

HEC Paris - Finance & Corporate Entrepreneurship

2005 à 2007

Associations

NYSSA

http://www.nyssa.org

Member

Parcours officiels

HEC – MBA HEC

Langues

Anglais - Langue maternelle

Portugais - Langue maternelle

Français - Langue maternelle

Espagnol - Courant

Italien - Technique

Compétences

social media analytics
social media
Technology
Mobile
Investment Banking
Private Equity
Web development
Venture Capital
UX Analytics
Data Science
Digital Transformation Big Data
Analytics
Omniture (Adobe Analytics)
google analytics
big data analytics
statistics
sql
Advanced analytics
Investissement
Venture capitail
VC
structuration
Private Debt
crowdfunding
Private Placements
French
Portuguese
Spanish
English
SaaS
IOT
User Experience
fintech
Product Analytics
Behavioral Sciences
Quantitative Modeling
alternative investments
Experience Analytics
Market and Pricing Analysis
MySQL
PL/SQL
python
JavaScript
enterprise software
E-commece,
ecommerce
e-commerce, digital marketing
e-commerce cross-border
Banking
Placement Agent
Quantitative analytics
Excel modeling
powerpoint
mobile apps
M&A
M&A & fund raising deals execution
Business Development / M&A
Mergers and Acquisitions (M&A)
Data
Data Analytics
SaaS/DaaS
Customer Experience
Customer success manager
Sales & Business Development
Sales

Centres d'intérêt

  • Skiing
  • Wine
  • Traveling
  • Technology
  • Analytics