JERALD CATANZARITE
Massillon,OH
Summary
B2B sales and partnerships professional with 10+ years of experience driving revenue growth across financial platforms and SaaS-enabled ecosystems. Proven track record generating pipeline, closing strategic partnerships, and managing full client lifecycles from acquisition through retention. Skilled at translating complex financial products into clear commercial value, resulting in increased user adoption, engagement, and long-term revenue expansion.
Overview
11
11
years of professional experience
Work History
Founder & Principal Advisor
JBC Advisory Group
02.2023 - Current
- Generated B2B pipeline and closed partnerships with 6 financial services and trading platform firms, driving revenue growth through platform adoption and user expansion
- Owned full client lifecycle from acquisition through retention, improving long-term engagement and increasing client performance metrics by 28%
- Built partner-driven growth channels, leveraging referral networks and platform relationships (including NinjaTrader) to consistently expand deal flow
- Advised executive teams on pricing strategy, user acquisition funnels, and monetization models, directly impacting revenue scalability and customer lifetime value
- Designed onboarding and engagement systems that improved conversion and retention across 200+ end users
Strategic Contributor
Raen Trading
08.2024 - 03.2025
- Partnered with executive leadership to refine go-to-market strategy and user acquisition messaging, contributing to rapid brand growth from 0 to 8,000+ users
- Analyzed user behavior and engagement data to optimize onboarding, retention, and platform positioning for B2B growth
- Supported early-stage commercialization efforts by aligning product, messaging, and client experience with revenue objectives
- Developed onboarding frameworks and client-facing materials to accelerate adoption among professional users
Senior Derivatives Trader & Team Lead
Confidential Proprietary Trading Firm
06.2020 - 08.2024
- Operated in a high-performance environment managing capital allocation and risk, consistently ranking top 3 in firm-wide performance
- Led and coached a 14-person trading Pod, improving execution consistency and performance standards
- Translated market insights into structured decision-making frameworks, enhancing consistency and team-level outcomes
- Collaborated with internal stakeholders to improve strategy alignment and performance optimization
Managing Partner
ResComm Property Investments
04.2018 - 07.2024
- Built and managed investor relationships across a 48-unit real estate portfolio, maintaining long-term partnerships and repeat capital engagement
- Managed CRM pipelines of 50–100+ active leads, implementing segmentation and prioritization strategies to improve conversion rates
- Increased deal flow and lead-to-close efficiency through optimized outreach, follow-up systems, and channel analysis
- Communicated investment performance and strategy to partners, strengthening retention and trust
Operations & Customer Experience Manager
Marshalls
01.2015 - 04.2018
- Led operations and team performance for a high-volume retail location with 35+ employees
- Improved team output through training, accountability systems, and process optimization
- Managed customer experience, compliance, and operational efficiency metrics
Education
MicroMasters - Supply Chain Management
Massachusetts Institute of Technology
Business Coursework - undefined
University of Akron
Business Coursework - undefined
Kent State University
Skills
- B2B Sales & Business Development
- Strategic Partnerships
- Pipeline Generation
- Client Acquisition & Retention
- SaaS & Platform Sales
- CRM & Funnel Management
- Revenue Growth
- Go-To-Market Strategy
- Consultative Sales
- Stakeholder Management
- Financial Product Positioning
- Data-Driven Decision Making
- SAP
SELECTED SALES & PARTNERSHIP IMPACT
- Closed and managed partnerships across 6 firms within financial services and trading platform ecosystems
- Built referral-driven pipeline engine generating consistent inbound deal flow
- Expanded platform adoption through direct partnerships with NinjaTrader
- Improved user retention and engagement metrics by 28% through lifecycle optimization
- Scaled onboarding and engagement across 200+ users
ADDITIONAL
- Authorized NinjaTrader Vendor
- Experience working with financial platforms, SaaS tools, and CRM systems
Timeline
Strategic Contributor
Raen Trading
08.2024 - 03.2025
Founder & Principal Advisor
JBC Advisory Group
02.2023 - Current
Senior Derivatives Trader & Team Lead
Confidential Proprietary Trading Firm
06.2020 - 08.2024
Managing Partner
ResComm Property Investments
04.2018 - 07.2024
Operations & Customer Experience Manager
Marshalls
01.2015 - 04.2018
Business Coursework - undefined
University of Akron
Business Coursework - undefined
Kent State University
MicroMasters - Supply Chain Management
Massachusetts Institute of Technology