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$65/hr
100%
Job Success
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Fractional CFO and financial modeling expert — 20+ years building investor-grade models, valuations, and M&A and due-diligence work used in boardrooms, fundraises, and live deals across the US, UK, Europe, the Middle East, and APAC.
I pair an engineer's rigor with a finance strategist's judgment — a B.Tech from IIT Bombay and an MBA in Finance & Strategy from IIM Lucknow — plus two decades as a hands-on finance partner to PE/VC funds, family offices, investment banks, corporates, and growth-stage founders. As a Top-Rated Plus freelancer with a 100% Job Success Score and $100K+ earned here, I deliver decision-grade work — on time, every time. If you need a number you can take to a board, an investor, or a deal table, that's what I build.
What I do for clients
1. Fractional / Virtual CFO — Full finance leadership without the full-time cost: FP&A, budgeting, forecasting, cash-flow and working-capital management, month-end close, reconciliations, internal controls, controllership, and board and investor reporting — plus clean bookkeeping and accounting (incl. cash-to-accrual conversions and QuickBooks/Stripe workflows).
2. Financial Modeling & Valuation — Investor-grade Excel models: three-statement, DCF, LBO, scenario and sensitivity analysis, and cap tables, plus SaaS/startup, real estate, energy, and manufacturing models. Business, equity, and asset valuation you can defend.
3. M&A Advisory & Due Diligence — Buy- and sell-side support: financial and commercial due diligence, Quality of Earnings (QoE), target screening and profiling, synergy assessment, deal structuring, data-room management, and board-ready transaction decks.
4. FP&A & Capital Raising — Forecasts, budgets, proforma financials, variance analysis, capital-structure optimization, and fundraising support: investor decks, pitch decks, financial projections, and business plans built to raise.
5. Investment & Equity Research — Fundamental and technical equity research, credit and fixed-income analysis, sector and thematic screening, and portfolio strategy for funds and asset managers.
6. Market Research & Strategy — Market-entry and feasibility studies, TAM/SAM/SOM and market sizing, competitive benchmarking, go-to-market (GTM) strategy, and country-risk and macro assessments.
Why clients come back
- 20+ years across corporate finance, strategy, research, and M&A, including roles with leading global firms
- Investor-grade outputs trusted by PE/VC funds, family offices, and corporates worldwide
- Top-Rated Plus | 100% Job Success | $100K+ earned | 2,600+ hours
- Every deliverable custom-built, source-checked, high quality, and delivered on schedule
- Senior expertise at a fraction of in-house or big-firm cost
I work on hourly, fixed-price, retainer, or dedicated-team terms — whatever fits your scope.
Looking for a fractional CFO, financial modeler, valuation analyst, M&A and due-diligence partner, FP&A expert, or research and strategy advisor who delivers boardroom-ready results? Message me a few details about your project — I respond within 12 hours and will be glad to set up a quick intro call.
$95/hr
100%
Job Success
$100K+ earned
Available now
Offers consultations
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I help businesses build AI-powered apps, workflow automations, dashboards, and operating systems, then provide the fractional CTO leadership to make sure the right thing gets built the right way.
I’m Robert Brooks, founder of MVP.dev and PackFoundry.app. I have 30 years of software architecture, product development, automation, AI implementation, and technical leadership experience across startups, SMBs, and enterprise environments.
Most clients come to me because they need more than a developer. They need someone who can understand the business problem, design the technical path, build or lead the implementation, and help them avoid expensive mistakes.
That may mean building a custom app, installing an AI workflow pack, automating finance or operations, designing a business operating system, rescuing a stalled project, or stepping in as a fractional CTO to guide the whole technology roadmap.
I’m best for clients who need one or more of these outcomes:
1. AI Automation and Workflow Systems
I design and build practical automation across the tools your business already uses, including CRMs, accounting systems, spreadsheets, email, project management tools, internal databases, and APIs.
2. App Builds and Internal Tools
I build workflow apps, SaaS platforms, dashboards, approval systems, customer portals, operator consoles, admin panels, and AI-enabled internal tools around how your business actually runs.
3. AI Workflow Packs and Business Operating Systems
Through MVP.dev and PackFoundry.app, I help companies start with one high-ROI workflow, prove value, and expand into a governed AI operating layer across finance, sales, operations, support, reporting, and delivery.
4. Supervised AI Agents
I build scoped AI agents that operate inside defined business rules, with approval gates, audit logs, dry-run modes, escalation logic, and human oversight where needed.
5. Fractional CTO and Technical Leadership
About 25 percent of my clients use me as a fractional CTO in addition to the implementation work I do for them. I help with technical strategy, architecture, vendor oversight, team direction, product planning, hiring guidance, roadmap decisions, and executive-level technology leadership.
6. Software Rescue and Technical Audits
When projects are stuck, unclear, over budget, or poorly built, I can assess the code, architecture, team process, and delivery path, then create a practical recovery plan.
Common projects include:
* AI workflow automation
* Custom app development
* SaaS and MVP builds
* Internal tools and admin dashboards
* Business operating systems
* Finance ops automation
* QuickBooks, CRM, and reporting workflows
* Executive dashboards and operating views
* AI agents with human approval flows
* API integrations
* Document and email processing
* Fractional CTO advisory
* Technical audits and software rescue
Core tools and platforms include OpenAI, Claude, Codex, Lovable, Bolt, v0, Cursor, Windsurf, Supabase, n8n, Make, Zapier, Airtable, QuickBooks, HubSpot, Salesforce, Google Workspace, Microsoft 365, React, Node.js, Python, FastAPI, PostgreSQL, APIs, RAG, MCP, and vector databases.
What you get working with me:
* Clear technical direction
* Practical AI implementation, not hype
* Senior architecture and product judgment
* App builds tied to real business workflows
* Strong defaults around approvals, auditability, and human oversight
* Fast identification of bottlenecks and bad assumptions
* Fractional CTO guidance when your project needs leadership, not just labor
* A realistic roadmap based on business ROI, budget, and execution risk
Send me a message with one of these three things:
* the app or workflow you want built
* the business process you want automated
* the technical decision, roadmap, or project problem you need help with
I’ll tell you the smartest next step, the likely risks, and whether this should start as a workflow pack, an audit, a prototype, a custom app build, or a fractional CTO engagement.
Associated with
MVP.dev
$40K+
earned
United States
$175/hr
100%
Job Success
Available now
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Eagle Scout & CFA charterholder. Strategic finance/investments exec for 10Y+ at blue chip firms in VC/PE/investments where I sourced ideas/companies, helped build businesses/new products, led due diligence, & did transactions. I do pitches, models, valuations, GTM, M&A, and diligence since I typically do the same for each in the past (100's of times). Worked for 2 billionaires & ex-manager of $4B+ fund. Degrees: MBA from UNC, post-bac Wharton, BA University of Chicago.
Why I'm different: "investor grade" & "owner-ready"
I help investors/firms find, grow & scale $1B+ businesses (value, scale, & pitch)
I create world-class pitches/models/GTM/valuation for each project & can help on yours
I honed skills working with clients up to $500B+, pitching 100's of times to tier 1 investors
Former clients include: Goldman Sachs, T Rowe Price, CREF, Dodge & Cox, AB, and others
Projects: Series C unicorn, $50-100M capital raises, $150M M&A, valuation $5B+
Former recommendations include: firm's that IPO'd (2021)
Why you may love working with me (past clients loved I do 3 things):
Meet tight deadlines, complex issues, and/or high impact
Simplify the difficult, tell a great story and see what they miss
Deliver turnkey, practical and/or audit-ready work timely & done well
*ethics matter: paid introductions and guarantees are a regulatory issue (SEC & others)
In the Words of My Clients:
"Great work” & “impressive resume” – former Chief Accounting Officer of GE & GE Capital
“Devon’s a wizard, he can do anything” – CFO of Series C unicorn fintech (revenue, M&A)
“Wow, we didn’t think they’d be ready” – billionaire family PE office (national launch)
"Hire Him" - Investment Committee Member of leading PE fund
“Magic”…”this is kick***” – COO of $130M+ VC fund (valuation project)
“Fantastic, thank you so much” – CEO SaaS ERP (M&A project; healthcare)
“Great work” – former CIO of Wellcare (M&A project; potential deal partner)
“Robust & very solid, really good work” – CEO/MD HC surgery center (fractional CFO)
“Thank you so much” – Senior director of VC fund (C-suite transition, modeling training)
“This is great” – CEO of healthcare tech (raising $5-10M)
“This really helped” – CEO of incubator of $3.5B+ revenue firm (company launch)
“Excellent” – CEO of seed fintech (pitch deck, business plan)
"[we had] 0 audit questions" - 100+ assets of VC fund reviewed by auditors
Capabilities:
.....pitch decks, financial models, valuations, GTM/growth, advisory.....
VC - early (pre-seed, seed, Series A, Series B) & late stage (Series C to F) - models/decks/GTM
PE - growth equity & distressed/turnarounds (models, decks, pitches, term sheet, M&A)
FP&A - scale businesses nationally, what if/feasibility/strategic decisions, & modeling for capital allocation, budgeting, forecasting, cash flow, go/no go recommendations
M&A - CIM/CIP, leading deal diligence, PPA, earnings power analysis, modeling, memos
Industries:
Consumer - e-commerce/CPG/tier 1 suppliers/retail/restaurants
Tech - AI/ML/cloud/blockchain/big data/vertical software/SaaS
Industrials - hardware technology, manufacturing, IoT
HC - drugs/devices/diagnostics/therapeutics/precision medicine
Real Estate - commercial, residential, REIT (multi-family, healthcare, industrial, datacenter)
Additional projects:
Capital raising / fundraising (plan, pitch decks, models, valuation, memos)
Corporate Development (new markets/M&A, investments, diligence, ventures, JV)
Growth (new markets, GTM, growth hacking, pricing, market research)
Fractional CFO
Valuations for startups (409A)
Valuations for funds (820) & transactions/fairness opinions
$60/hr
82%
Job Success
$400K+ earned
Start of list.
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🚀👍 Hello—greetings from Nashville, Tennessee. My name is John Benson and I am one of Upwork's most seasoned strategy, marketing, sales and content operators.
I provide unique-on-Upwork services spanning Strategy, Marketing, Sales, and Writing services supported (when appropriate) by AI-driven research & analytics.
My approach combines 40+ years of business savvy with 15 years of work as a full-time Upwork freelancer before "remote freelancing" was cool. With regard to AI usage - my proprietary usage methods represents responsible use of AI and provides process and activity insights difficult to achieve without an advanced toolkit. AI is a force multiplier of my services, not a replacement for them!
ℹ️ Credentials:
• Upwork Expert-Vetted (top 1%)
• 15+ years full-time on Upwork
• 100++ "5.0 Ratings" - check out the comments!
• BS - Electrical Engineering; MBA – Marketing | Texas A&M
• Formal sales training by Miller Heiman | The enterprise gold standard
• Experienced with CRMs; a "leads to closes" services mentality
⚓ Core services:
• Marketing & messaging strategy: targeted, high-impact messaging that gains meetings
• Sales advisory: I am a salesQB licensee (leading SMB fractional CSO network)
• Sales performance: call analysis and messaging optimization
• Strategy <-> Analytics: including SDR processes, all forms of sales funnel metrics
• CRM and sales process alignment specialist.
💡 I invest time upfront to ensure strong alignment and well-defined project scope.
Your project is important to you. So, it is important for me to understand exactly what you want to achieve and your preferences in how that is achieved. My project spin up processes account for plenty of no-charge time to get aligned and truly gain in-depth knowledge of the Project Success Factors - before the work starts.
If (a) Category-leading experience, (b) a track record of 100++ "5-0" ratings with astounding compliments, (c) a relaxed personality, confident in success and (d) advanced use of AI where it benefits the most intrigues you - let's have a 20-minute chat about your vital project.
Regards,
John Benson
⚓ Nashville, TN
$150/hr
100%
Job Success
$300K+ earned
Available now
Offers consultations
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I help entrepreneurs get from their current state to some desired future state. I run a business consulting firm called The Business Sherpas because getting to a successful outcome is a lot like climbing a mountain. It's always a tricky endeavor with lots of ways to go wrong, but if you have a guide, then your chances are greatly improved. Business is my mountain, and I know it like the back of my hand.
I can help you with Strategy, Planning, and Execution. I use the fact-based, analytical approach used by the major consulting firms, but bring a more personalized touch for small and medium businesses.
Businesses need different types of help. Sometimes that's strategy work like business plans, financial models, and go-to-market strategy, sometimes that's operational help like being a fractional COO or project management, and sometimes it's finding the right expert in a functional area to help you with one aspect of your business.
I have been helping companies for 10+ years. From startup to Fortune 100, from no revenue to millions, I've helped them all, and I can help you.
About me:
• trained software engineer of 20 years
• management consultant of 10+ years
• serial entrepreneur
• MBA, University of Chicago, Booth School of Business
• Financial and Business Modeling Cert. - Wharton
• Tech Entrepreneurship Cert. - Stanford
• Data Science Cert. - Johns Hopkins
In addition to my consulting work, I have also been on the founding team of several startups - two of them tech based, and mentor a number of others. You can have confidence that my advice and help is based on real world experience, not just theory.
Contact me if you need help. My initial consultations are always FREE because I want to be sure I am the right fit for your situation. I generally also charge a fixed fee for my services so you know ahead of time what the project will cost and whether it fits in your budget. No surprise invoices from me!
Business consulting services include:
• Business Strategy • Financial Modeling • Marketing Strategy • Go to Market Strategy • Project Management • Business Plans • Pitch Deck
Some of my past large clients include:
• JP Morgan Chase • Aetna • ADP • 3M • Mural
Past projects in the following industries:
• Healthcare • Renewable Energy • E-commerce • IT Services
• Financial Services • Logistics • CPG • SaaS
• Insurance • Hi Tech • Non-profit • Beverages
• Software • Mobile • Cosmetics • Blockchain
United Arab Emirates
$65/hr
92%
Job Success
$30K+ earned
Available now
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15+ years in VC, Corporate development & Management Consulting across North America & Middle-East
Director M&A @ UgenticAI | Ex Head of M&A @ Etisalat (e&) | Ex Consultant @ Valustrat
$1B+ Transactions | $90 M+ raised | 11+ M&A deals closed
400+ pitch decks • 250+ investment memos • 90+ board presentations • 150+ Financial Models
I've been the investor reviewing pitch decks. I've been the M&A lead deciding if numbers hold up. Now I'm the person who builds them.
Recent Transactions: $8M seed round closed in 2 weeks | $4M closed for PE roll-up SaaS | $60M Acquisition of SAP Operator by UAE based conglomerate
I work with founders raising capital, companies preparing for acquisition, and operators who need their financials to tell a clear story. Pitch decks, financial models, feasibility studies, M&A advisory, investor materials, board presentations.
$250/hr
100%
Job Success
Offers consultations
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✅ Upwork Top 1% Talent - Expert Vetted
Available for consultations only.
I help B2B companies grow. Whether you're launching a new product, entering a new market, or fixing an underperforming sales team - I'm here to support the commercial side.
I work as a fractional Chief Revenue Officer, sales strategy consultant, and interim Head of Sales, with over 12 years’ experience leading go-to-market strategy, sales operations, and business development for tech, SaaS, cybersecurity, and professional services firms. I bring the expertise, structure, and commercial leadership needed to help you scale — whether you're launching something new or fixing what’s not working.
I support clients on a fractional, interim, or project basis, depending on their needs and stage of growth.
𝐖𝐡𝐚𝐭 𝐈 𝐝𝐨:
✅ Build and execute revenue growth plans
✅ Design GTM and outbound sales strategies
✅ Create sales playbooks and onboarding frameworks
✅ Lead and scale sales teams (SDRs, AEs, Partnerships, Channels)
✅ Fix broken pipelines and underperforming funnels
✅ Advise founders and exec teams on commercial strategy
✅ Provide hands-on interim support while hiring full-time leaders
𝐑𝐞𝐜𝐞𝐧𝐭 𝐑𝐞𝐬𝐮𝐥𝐭𝐬:
✔️ Delivered 123% YoY revenue growth for a UK-based firm as fractional Chief Revenue Officer
✔️ Increased revenue by 22% in under 6 months for a North American LED company
✔️ Oversaw a $6M sales target, managing 7 senior sales leads at a European growth agency
✔️ Led commercial and outbound efforts for a $8M sales target in the US construction sector
✔️ Built the full GTM and sales operation for a SaaS platform, scaling out a sales function
✔️ Provided sales enablement and market penetration strategy for a US SaaS venture
✔️ Scaled teams and revenue pipelines across the UK, Ireland, US, Canada, Nordics, and APAC
𝐈𝐧𝐝𝐮𝐬𝐭𝐫𝐢𝐞𝐬 𝐈’𝐯𝐞 𝐖𝐨𝐫𝐤𝐞𝐝 𝐈𝐧:
SaaS, Cybersecurity, IT Consulting, Insurance
LegalTech, PropTech, ESG, FinTech
Manufacturing, Smart Tech, Construction
B2B Services, Agencies, VC-backed Startups
𝐂𝐫𝐞𝐝𝐞𝐧𝐭𝐢𝐚𝐥𝐬:
✔️ MBA
✔️ Board Advisor to a FinTech SaaS firm
✔️ 100+ five-star reviews on Upwork & Google
✔️ Top 1% Expert-Vetted Consultant
$125/hr
99%
Job Success
$100K+ earned
Available now
Offers consultations
Start of list.
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I help founders, investors, and corporate teams make faster, better capital and strategy decisions through institutional-grade financial modeling, valuation, and strategic analysis.
As a former Big 4 consultant at Deloitte and PwC, with an MBA and an Engineering degree, I bring a rare combination of finance, strategy, and technical rigor. I have supported engagements that helped clients raise over $500M in capital, delivering models and analyses used in real investment and board-level decisions.
𝗔𝗿𝗲𝗮𝘀 𝗼𝗳 𝗲𝘅𝗽𝗲𝗿𝘁𝗶𝘀𝗲
Financial Modeling & Forecasting
Integrated 3-statement models, budgeting, long-term planning, scenario and sensitivity analysis.
Valuation & Transaction Analysis
DCF, comparable companies, precedent transactions, LBO modeling, M&A support, and due diligence.
Financial Planning & Performance
FP&A, cash flow planning, performance tracking, and investor reporting.
Fundraising & Investor Materials
Pitch decks, investment memorandums, and financial narratives for capital raising.
Strategy & Business Analysis
Market research, business planning, competitive benchmarking, and growth strategy.
Sector-Specific Modeling
SaaS metrics (CAC, LTV, churn), energy and infrastructure, real estate models, and project finance.
𝗧𝘆𝗽𝗶𝗰𝗮𝗹 𝗲𝗻𝗴𝗮𝗴𝗲𝗺𝗲𝗻𝘁𝘀
Fundraising preparation, investor reporting, acquisition analysis, budgeting and long-term planning, business case development, and turnaround or restructuring situations.
I design every deliverable for decision-making clarity, with clean, audit-ready models, transparent assumptions, and built-in flexibility for scenario and sensitivity analysis. My work is structured to be used directly by founders, investors, and senior management.
Experience spans AI and SaaS, energy and infrastructure, real estate, fintech, manufacturing, retail, public markets, and Web3.
Tools and technical stack include advanced Microsoft Excel, VBA automation, financial forecasting systems, and cap table modeling.
Top Rated and Expert-Vetted on Upwork, with consistent client feedback highlighting analytical depth, speed, and reliability.
𝗖𝗹𝗶𝗲𝗻𝘁 𝗙𝗲𝗲𝗱𝗯𝗮𝗰𝗸:
🗨️ “Exceptional as always, this is my 5th or 6th project with Gabriel and each one has been a smooth and efficient process with no delays. Have already engaged with him for another contract.”
𝗟𝘂𝗸𝗲 𝗗𝗲𝗮𝘀𝘆
🗨️ “Gabriel is extremely professional and completed the financial model on time. In addition to producing an excellent finished product he gives great advice, implementing things that we didn't think of.”
𝗔𝗻𝗱𝘆 𝗔𝗷𝗮𝘆𝗶
🗨️ “I can't wait to work with him again! He's a highly skilled and multi-faceted collaborator who's determined to help you cross the finish line.”
𝗗𝗶𝘅𝗶𝗲 𝗛𝗶𝗰𝗸𝗺𝗮𝗻
$75/hr
57%
Job Success
$40K+ earned
Available now
Start of list.
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MBA-credentialed Executive Assistant and Operations Specialist with 15+ years supporting C-suite leaders, optimizing business operations, and building scalable systems that transform organizational chaos into predictable workflows. I specialize in strategic operations support, process improvement, and executive partnership that allows leaders to focus on vision and growth.
PROVEN RESULTS
I don't just manage calendars - I transform operations:
• Overhauled law firm billing system: Reduced cycles from 45+ days to 15 days, decreased errors by 85%
• Supported Real Estate Investment CEO for 2+ years: Managed investor relations, coordinated capital raises, handled stakeholder communications
• Built Financial Advisory practice for 13 years: Served 350+ client groups, managed all business operations, regulatory compliance, CRM systems
• Currently serve on nonprofit Board of Directors: Coast Guard Academy Athletic Corporation
CORE EXPERTISE
• Executive Support & Strategic Partnership
I've supported C-suite executives across legal, financial services, real estate investment, and nonprofit sectors. I manage executive calendars, prioritize inbox management, coordinate complex meetings, prepare briefing materials, and serve as trusted liaison. I work autonomously (U.S. Coast Guard officer, Top Secret clearance) and anticipate needs proactively.
• Operations Optimization & Process Improvement
I identify operational bottlenecks and design systems that eliminate them. I've built SOPs, documented workflows, implemented process improvements, and created scalable infrastructure. I combine MBA-level strategic thinking with hands-on execution discipline.
• Bookkeeping & Financial Operations
Full-service bookkeeping using QuickBooks Online, Wave, FreshBooks, Xero. Capabilities include: accounts payable, accounts receivable, bank reconciliation, expense tracking, payroll coordination (Gusto, ADP), financial reporting, budget tracking, tax prep support.
• CRM & Technology Systems
Extensive experience with Salesforce, HubSpot, Pipedrive, ClickUp, Monday, Trello, Airtable, Notion. I optimize workflows, ensure adoption, maintain data integrity, and configure systems to support business objectives.
• Project Coordination & Client Management
I've managed complex projects involving attorneys, accountants, investors, vendors, and cross-functional teams. I track deliverables, ensure deadline adherence, coordinate communications, and keep projects moving forward efficiently.
WHAT SETS ME APART
• Military Leadership: U.S. Coast Guard officer background provides operational discipline and systematic thinking that translates to business operations.
• Business Ownership: 13 years running my own practice means I understand challenges from the owner's perspective, not just as support staff.
• Analytical Rigor: MBA + Kolbe scores (8 Fact Finder, 7 Follow Thru) reflect systematic, research-oriented, execution-focused approach.
• Cross-Industry Versatility: I've built operational systems across legal, financial services, real estate, and nonprofit sectors, bringing fresh perspectives and transferable best practices.
WORKING STYLE
I work independently with minimal oversight, communicate clearly and concisely, and anticipate needs proactively. I take pride in building systems that make organizations less dependent on any single person. I'm detail-oriented without losing sight of strategic priorities.
IDEAL ROLES
Executive Assistant for C-suite leaders, Chief of Staff, Fractional COO, Operations Consultant, Operations Manager, Project Coordinator. I thrive in environments valuing autonomy, strategic thinking, and operational excellence.
Based in Massachusetts, Eastern Time Zone, available for remote engagements up to 30+ hours per week. Whether you need an Executive Assistant who thinks strategically, a Chief of Staff who executes flawlessly, or a Fractional COO who builds scalable systems - I deliver operational excellence that allows leadership to focus on vision and growth.
$75/hr
100%
Job Success
$200K+ earned
Offers consultations
Start of list.
End of list.
🎯 17 years of experience, 16 years in leadership positions. Ex Thomson Reuters (Fortune 500).
🔝 Top 0.09% in Management, 0.1% in Sales & 2.92% in Marketing Management on Upwork (with 100% in Marketing Management, Marketing Strategy and Marketing Communications). Expert Vetted.
Harvard Business School educated executive with Fortune 500 leadership, marketing, strategy, sales, operations and CRM experience, passionate about helping clients in the following areas:
1) Fractional CMO
2) Global Leadership (COO, CSO, CoS, Project Management)
3) Business Strategy and Marketing Strategy (+Go to Market - GTM)
4) CEO Advisory & Management Consulting
5) Market Research & Pitch Deck Presentations
6) Sales, Marketing, CRM and Business Development
7) Career Management (coaching, mentoring, career transitions, CV/LinkedIn)
Industry expertise: financial services, wealth management, technology, fintech, art, blockchain, cybersecurity.
KEY ACCOMPLISHMENTS
• 2025: Became a Partner at IBERICOSTA - focused on Real Estate Investments - $4M deals closed
• 2024: Appointed a Partner at The Fusion Art Gallery - focused on Art Investments - managed 30 artists
• 2022: Joined as Chief Marketing Officer at Suisse Blockchain, built a team from scratch
• 2021: Passed (86%) Wealth & Investment Management Certification with CISI – Level 3
• 2019: Became a Certified Change Agent (CCA) Assessor Board Member at Capillary Consulting
• 2017: Personal sales result: $2,000,000 of new business with client base spanning 7 countries
• 2015: Completed Harvard Business School course on Disruptive Strategy; profiled by the school
• 2014: Responsibility for global marketing strategy and budget; Fin LOB revenue of $300m
• 2012: Managed a $10MM portfolio of nearly 300 clients throughout Europe West, including Chief
Economists, Portfolio Managers, Chief Investment Officers, Big 4, Private and Central Bankers
• 2011: Led global “high-potential” project – created a community for 2500 top talents globally
• 2010: Promoted to Fortune 500 management at the age of 23. Led a team of 12 direct reports
• 2009: Graduated top of class (First Class, 1:1 with Distinction) in Business & French
KEY SKILLS:
Leadership • CRM • Business Communication • Strategy • Fund Industry • Lipper • Investment, Asset & Wealth Management • Strategic Management • Change Management • Sales & Marketing • Business Development • Marketing Strategy • Recruitment & Team Building • Motivation & Staff Development • Trainings & Presentations • Problem Solving & Decision Making
REFERENCES:
✅#1 - Global Head of Talent at Thomson Reuters:
"Marcin is a high potential employee at Thomson Reuters and was one of the first to raise his hand to participate in a global project that I was leading. He went on to assume a global role as a leader of a working subgroup that proved to be the most successful at the end of the 6 month pilot run.
When he visited Asia, Marcin made special arrangements to be in Singapore and proposed to meet other high potentials which was not previously practised by others in a similar capacity.
Marcin clearly exhibits all the essential traits of a global manager who is culturally sensitive, communicates well (both verbally and written) and has a geniune interest in helping others to succeed. His strong collaborative skills coupled with his interest to learn new things will bring him closer to his career goal within a short period.
His dedication to this project work has earned him my support in all his career endeavours."
✅#2 - Marketing Director at Luxoft:
"I had a privilege to work with Marcin on the same team at Luxoft where he was leading the go-to-market campaign for one of the company’s top products, the Horizon visualization software for the banking industry, while I was focused on the automotive side of business. As peers, we talked and exchanged ideas on a regular basis.
I was always amazed at Marcin’s ability to think outside the box. Often working under tight deadlines and budget limitations, he would always manage to deliver an effective and elegant solution, whether it’s a piece of marketing content, media outreach, an industry event or a social media campaign. Marcin’s understanding and knowledge of digital marketing is second to none. He is a true digital native who knows how to get the marketing message across the social media.
Last but not least, Marcin is a fantastic person to work with. Sensitive to other people’s needs, he was always willing to help and support his team members, and to share his knowledge generously. And he did it all with a positive attitude and a terrific sense of humor. Marcin would make a great addition to any marketing team as a member or leader. "
✅#3 - Founder & CEO at Piercing View (Upwork project)
"MJ is a very accomplished strategist. He has been extremely valuable in developing our marketing strategy, identifying high value targets/clients, and crafting the appropriate 'pitch' for each unique circumstance. Thank you!"