Summary
Overview
Work History
Education
Skills
Career Experience
Languages
Timeline
Generic

Christian Marquez

Boca Raton,FL

Summary

Strategist Innovative, diligent, and results-oriented strategist with experience within the overall scope of the M&A corporate strategy in identifying, assessing, and evaluating new opportunities. Able to perform analysis on targets by gathering data, identifying most appropriate quantitative/qualitative analysis tools such as due diligence. Displays analytical and financial modeling skills to support strategic initiatives or long-term plans, as well as build models and prepare valuations to support investment decisions. Adept at leading strategic transformation projects, multidimensional teams, and cultivating relationships with client representatives at executive level to provide robust advice and guidance across several areas.

Overview

19
19
years of professional experience

Work History

VP of Corporate Strategy

Chloe.ai
01.2022 - Current
  • Direct the full lifecycle of the partnering / M&A process including identification, diligence, integration, and driving continuous improvement of relationships with strategic partners
  • Identify and acquire businesses to extend business reach into new markets, perform in-depth market research, and collaborate with regional/global functions to identify candidates to fill offering gaps
  • Oversee research, financial modelling, and management presentations for domestic opportunities
  • Build, prepare, and maintain financial models and strategic analysis for business owners to help answer high-priority questions
  • Increased revenue by 75%+, having a direct impact on P&I, through strategic management of partnering and the M&A process
  • Expanded services into new markets and countries by the creation of a strategic roadmap to identify key offering gaps to be addressed through partnerships and M&A initiatives.
  • Formulated and executed strategic initiatives to improve product offerings.
  • Implemented cost-saving measures by conducting thorough financial analysis and identifying areas of inefficiency within the organization.

Internship

West Fourth Partners Private Equity Firm
01.2021 - 01.2021
  • Gathered and evaluated customer/investment data and performed due diligence (analysis) on the buyside and gained an understanding of private equity investments
  • Conducted in-depth industry research to identify potential investment opportunities
  • Drafted an investment thesis leading to the assessment of future opportunities
  • Completed valuation of 100+ different companies.
  • Leveraged professional networks to source proprietary deals that resulted in higher-quality investment opportunities.
  • Conducted due diligence on potential investments and presented findings to investors.

Director of Customer Strategy

Creative Marketing Partners
01.2015 - 01.2021
  • Oversaw the activities of a team of 30+ FTEs leading simultaneous projects from ideation to completion
  • Implemented project work streams and aligned strategic initiatives with high-level client objectives in collaboration with multifunctional colleagues
  • Guided clients (500+) through competitor analysis, trend mapping, and customer satisfaction as a trusted and influential advisor
  • Improved account retention, conversion rates, and productivity through the implementation of innovative strategies and frameworks
  • Recognized for outstanding contributions as top performer against revenue generation and account acquisition KPIs
  • Increased brand recognition across core segments through strategic leadership of a major strategy project valued at $500K including oversight of content creation, branding, and campaign development.
  • Devised and presented business plans and forecasts to board of directors.
  • Directed market expansions to propel business forward, meet changing customer needs.

Private Equity Analyst (Summer Associate)

Seneca Trails Capital
01.2020 - 01.2020
  • Conducted detailed analysis of industries with significant growth potential based on the established investment criteria and risk appetite
  • Performed due diligence activities (market research, trend analysis, financial modeling, and valuations) for 100+ potential investments
  • Rebalanced portfolios based on in-depth analysis
  • Successfully reached 5K+ prospective acquisitions through the creation of engaging marketing campaigns
  • Evaluated 500+ financial forecasts and budgets for prospective investors in collaboration with senior colleagues
  • Developed 10 financial models to support buy/sell recommendations in the Semiconductor and Real Estate industries.
  • Enhanced due diligence processes by creating detailed reports on target companies'' financials, management teams, and operations.
  • Collaborated with cross-functional teams to evaluate potential M&A opportunities and conduct business valuations.

Director of Business Sales & Strategy

Volant Technologies
01.2013 - 01.2015
  • Led the definition of core business strategy to enable entry into competitive and lucrative new markets
  • Gathered, tracked, and analyzed sales performance metrics to determine ROI and determine improvement opportunities
  • Cultivated multifunctional relationships with partners across the business (Marketing, Finance (FinTech), and Operations teams)
  • Grew revenue by 200% by expanding the portfolio to include five new products
  • Produced sustainable revenue growth and increased market share by driving strategic initiatives designed to uncover and exploit new revenue streams
  • Launched an innovative product implementation strategy based on data-driven insights
  • Evaluated and improved pricing strategies and marketing plans and developed/implemented a detailed distribution and media strategy.
  • Drove business expansion by identifying new markets, conducting research, and developing targeted marketing campaigns.
  • Leveraged data analytics insights for informed decision-making in critical areas such as sales forecasting, budgeting, or personnel management.

Business Development Manager

Volant Technologies
01.2012 - 01.2013
  • Established valuable partnerships with complementary businesses, creating mutually beneficial synergies that accelerated growth for both parties.
  • Achieved sales goals and service targets by cultivating and securing new customer relationships.
  • Consistently met or exceeded monthly quotas through diligent prospecting efforts, relentless follow-up activities, and expert negotiation skills.
  • Performed client research and identified opportunities for account growth, account penetration and market expansion.
  • Delivered compelling sales presentations to prospective clients, highlighting the unique value proposition of our products and services.

Intelligence Specialist

US Navy
01.2005 - 01.2008
  • Developed innovative methodologies for processing large volumes of raw data into actionable intelligence products.
  • Improved the accuracy of intelligence assessments by cross-referencing multiple sources and databases.
  • Conducted extensive research on various topics to provide thorough background briefings for senior leadership.
  • Contributed to mission success by providing accurate and up-to-date targeting data for key assets.
  • Streamlined intelligence reporting processes, resulting in more timely and accurate dissemination of information.

Education

Master of Business Administration in Finance and Strategy -

New York University, Leonard N. Stern School of Business
01.2023

Master of Science in Finance -

University of Miami
Miami, FL
01.2022

Bachelor of Science in International Business Management (Magna Cum Laude) -

Lynn University
Boca Raton, FL
01.2020

Skills

  • Cross-Functional Team Leadership
  • Strategic Planning & Delivery
  • Finance & Analytics
  • Corporate Strategy
  • Consulting & Design Thinking
  • Due Diligence
  • Problem Solving & Innovative Solutions
  • Relationship Development
  • Market Research & Trend Analysis
  • Agile
  • MS Office Suite (Excel, Word, PowerPoint)
  • Salesforce

Career Experience

  • VP of Product Strategy, ChloePay, Boca Raton, FL, 2022-01-01, Present, Direct the full lifecycle of the partnering / M&A process including identification, diligence, integration, and driving continuous improvement of relationships with strategic partners., Identify and acquire businesses to extend business reach into new markets, perform in-depth market research, and collaborate with regional/global functions to identify candidates to fill offering gaps., Oversee research, financial modelling, and management presentations for domestic opportunities., Build, prepare, and maintain financial models and strategic analysis for business owners to help answer high-priority questions., Increased revenue by 75%+, having a direct impact on P&I, through strategic management of partnering and the M&A process., Expanded services into new markets and countries by the creation of a strategic roadmap to identify key offering gaps to be addressed through partnerships and M&A initiatives.
  • Internship, West Fourth Partners Private Equity Firm, New York, NY, 2021-01-01, 2021-12-31, Gathered and evaluated customer/investment data and performed due diligence (analysis) on the buyside and gained an understanding of private equity investments., Conducted in-depth industry research to identify potential investment opportunities., Drafted an investment thesis leading to the assessment of future opportunities., Completed valuation of 100+ different companies.
  • Director of Customer Strategy, Creative Marketing Partners, Boca Raton, FL, 2015-01-01, 2021-12-31, Oversaw the activities of a team of 30+ FTEs leading simultaneous projects from ideation to completion., Implemented project work streams and aligned strategic initiatives with high-level client objectives in collaboration with multifunctional colleagues., Guided clients (500+) through competitor analysis, trend mapping, and customer satisfaction as a trusted and influential advisor., Improved account retention, conversion rates, and productivity through the implementation of innovative strategies and frameworks., Recognized for outstanding contributions as top performer against revenue generation and account acquisition KPIs., Increased brand recognition across core segments through strategic leadership of a major strategy project valued at $500K including oversight of content creation, branding, and campaign development.
  • Private Equity Analyst (Summer Associate), Seneca Trails Capital, Houston, TX, 2020-01-01, 2020-12-31, Conducted detailed analysis of industries with significant growth potential based on the established investment criteria and risk appetite., Performed due diligence activities (market research, trend analysis, financial modeling, and valuations) for 100+ potential investments., Rebalanced portfolios based on in-depth analysis., Successfully reached 5K+ prospective acquisitions through the creation of engaging marketing campaigns., Evaluated 500+ financial forecasts and budgets for prospective investors in collaboration with senior colleagues., Developed 10 financial models to support buy/sell recommendations in the Semiconductor and Real Estate industries.
  • Director of Business Sales & Strategy, Volant Technologies, Miami, FL, 2013-01-01, 2015-12-31, Led the definition of core business strategy to enable entry into competitive and lucrative new markets., Gathered, tracked, and analyzed sales performance metrics to determine ROI and determine improvement opportunities., Cultivated multifunctional relationships with partners across the business (Marketing, Finance (FinTech), and Operations teams)., Grew revenue by 200% by expanding the portfolio to include five new products., Produced sustainable revenue growth and increased market share by driving strategic initiatives designed to uncover and exploit new revenue streams., Launched an innovative product implementation strategy based on data-driven insights., Evaluated and improved pricing strategies and marketing plans and developed/implemented a detailed distribution and media strategy.
  • Business Development Manager, Volant Technologies, 2012-01-01, 2013-12-31
  • Sales & Client Strategy Associate, Airstox Corp., 2010-01-01, 2012-12-31
  • Intelligence Specialist, US Navy, 2005-01-01, 2008-12-31

Languages

Spanish
Native or Bilingual

Timeline

VP of Corporate Strategy

Chloe.ai
01.2022 - Current

Internship

West Fourth Partners Private Equity Firm
01.2021 - 01.2021

Private Equity Analyst (Summer Associate)

Seneca Trails Capital
01.2020 - 01.2020

Director of Customer Strategy

Creative Marketing Partners
01.2015 - 01.2021

Director of Business Sales & Strategy

Volant Technologies
01.2013 - 01.2015

Business Development Manager

Volant Technologies
01.2012 - 01.2013

Intelligence Specialist

US Navy
01.2005 - 01.2008

Master of Business Administration in Finance and Strategy -

New York University, Leonard N. Stern School of Business

Master of Science in Finance -

University of Miami

Bachelor of Science in International Business Management (Magna Cum Laude) -

Lynn University
Christian Marquez