Summary
Overview
Work History
Education
Skills
Accomplishments
Timeline
Generic

Mark A. Sachs

Parkland,FL

Summary

Multi-talented Senior Executive knowledgeable about sales, operations and personnel management. Successful at stepping into diverse positions and making immediate positive contributions. Focused on creating efficiencies that help motivate employees, drive revenue, and secure lasting client relationships.

Overview

15
15
years of professional experience

Work History

Senior Vice President Client Success

Red Banyan
08.2021 - 08.2023
  • Envisioned and implemented new scalable strategic communications model
  • Developed sales process that led to winning two largest combined recurring revenue clients ($1M) in RB history within a six-month period
  • Developed and led client success team that closed approximately 175 crisis and retainer clients in two years with a combined close ratio of 49%
  • Responsible for 35% growth year-over-year
  • Mentored team leads in strategic planning
  • Co-authored The Cancel Culture Curse, an Amazon #1 bestseller

North & Central Florida Director

American Israel Public Affairs
08.2018 - 08.2021
  • Responsible for business development, mentoring donor activists, and providing policy analysis
  • Developed and fostered relationships with high level donors ($100,000+)
  • Exceeded AIPAC fundraising and political fundraising goals to surpass NCF's $2M+ campaign goal
  • Managed fundraising, programming and event planning teams
  • Turned around four challenging and lagging communities to lead each to exceeding fundraising goals
  • Routine public speaking engagements as keynote and moderator

Atlanta Director

American Israel Public Affairs Committee
08.2013 - 08.2018
  • Managed $3M campaign
  • Expanded AIPAC donor base by 300%
  • Exceeded AIPAC fundraising and political fundraising goals each year
  • Managed fundraising, programming and event planning teams
  • Articulated complex foreign and domestic policies to lay audiences
  • Routine public speaking engagements

Sr. Wealth Adviser

United Capital Financial Advisers
03.2010 - 01.2013
  • Developed and maintained advisory relationships with HNW individuals ($1M - $50M)
  • Advised clients on investments, retirement and estate planning working closely with other advisors
  • Featured speaker at Private Wealth Magazine Symposium, Diplomat Hotel, Hollywood, FL May 2011
  • Featured facilitator at multiple Money Mind™ workshops

Private Banker/Wealth Manager

Gibraltar Private Bank & Trust
06.2008 - 10.2010
  • Acquisition of $10M Foundation depository relationship
  • Ushered into underwriting $25M in prospect loans in first year as private banker

Education

Certified Financial Planner Designation (Lapsed -

The American College Financial
2013

Financial Planning And Services

American College
Bryn Mawr

Human Movement Theory

Hunter College
New York, NY

BA English -

University of Florida

Skills

  • Thinks strategically
  • Communicates complex ideas simply
  • Writes and speaks excellently
  • Possesses solid understanding of persuasion, psychology, and sales concepts
  • Acquires and masters new skills quickly and proficiently
  • Earns colleagues’ trust
  • Leads colleagues through persuasion
  • Thinks "operationally" providing efficiencies to any business or relationship
  • Focuses on right problems and prescribes right solutions

Accomplishments

Co-authored Amazon best-selling book, The Cancel Culture Curse in 2023

Timeline

Senior Vice President Client Success

Red Banyan
08.2021 - 08.2023

North & Central Florida Director

American Israel Public Affairs
08.2018 - 08.2021

Atlanta Director

American Israel Public Affairs Committee
08.2013 - 08.2018

Sr. Wealth Adviser

United Capital Financial Advisers
03.2010 - 01.2013

Private Banker/Wealth Manager

Gibraltar Private Bank & Trust
06.2008 - 10.2010

Certified Financial Planner Designation (Lapsed -

The American College Financial

Financial Planning And Services

American College

Human Movement Theory

Hunter College

BA English -

University of Florida

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Mark A. Sachs