Summary
Overview
Work History
Education
Skills
Certification
Honors And Awards
Languages
Timeline
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Marlo Reveley

Richmond,VA

Summary

Innovative Servant Leader with 15+ years of experience across financial and technology sectors, including start-ups, US government, and global conglomerates. Proven track record in management consulting, AI-platform commercialization, and delivering solutions in complex environments. Skilled in strategic planning and business transformation. Eager to contribute to profitable growth.

Overview

20
20
years of professional experience

Work History

Principle Advisor

Beckwith Mercer
03.2024 - Current
  • Developed Strategic Plan for Cybersecurity, Energy Security and Emergency Responce (CESER), a strategic arm of the Department of Energy responsible for strengthening the security and resilience of the U.S
  • Energy infrastructure against cyber, physical, and natural threats
  • Led a multidisciplinary consulting team to reframe strategic goals, objectives, and performance indicators while training personnel on how to differentiate between outcomes and impact measures
  • Scoped and sold short-term and long-term projects to use process engineering, software implementation (new and existing) and reporting to streamline operations across entire organization in anticipation of a >35% personnel reduction

Co-Founder and CEO

ZeroTouchDigital
04.2016 - 02.2025
  • Co-founded no-code, AI platform company that uses proprietary solutions orchestrates execution chains across decentralized, distributed technology stacks to increase ROI 4x, reduce integration budgets 80% and onboard new AI technologies in a fraction of the budgeted time
  • Spearheaded commercialization of platform, targeting a $11.2B market by developing a go-to-market strategy for critical infrastructure, national defense, and aerospace organizations
  • Secured $3M in funding and initiated a $15M Series A equity round, building an evergreen pipeline of investors, distribution partners, and target clients totaling $750M

Strategic Advisor and Marketing Lead

ZeroTouchDigital
09.2014 - 03.2016
  • Led organizational design and go-to-market strategies, to establish discipline across start-up environment
  • Arbitrated conflict between founders and CEO, leading to the exit of the CEO, ensuring organizational stability and continuity
  • Negotiated founding membership to 'StartUp Virginia,' establishing a robust pipeline with multiple target contracts totaling over $6M

VP, Channel Marketing

Allianz Partners
11.2012 - 09.2014
  • Led a multidisciplinary team of 25 marketing professionals to introduce new B2C, on-line marketing techniques drive increase $20M revenue increase in less than 24 months
  • Restructured marketing functions, to reduce print costs by 40% and external marketing spend by 20%, while creating new career paths and increasing proposal response capacity by 60%
  • Oversaw the creation and expansion of a new B2C channel, achieving a 30% CAGR
  • Established a Compliance Task Force to reengineer marketing compliance processes without disrupting marketing efforts; within 18 months, reduced significant fines exceeding $500K to $0

VP, Marketing Operations

Allianz Partners
09.2010 - 11.2012
  • Created a new Marketing Operations function to streamline on-boarding new clients, resulting in 15% YOY cost reduction while sustaining 20% YOY growth goals
  • Led a $5M global rebranding project for Mondial to Allianz, delivered on time and $150K under budget, winning global company recognition
  • Programmed and ran all Internal Sales and Marketing conferences for North America, enhancing internal communication and collaboration

VP, Workforce Optimization

Allianz Partners
06.2006 - 09.2010
  • Led a customer care center operational turnaround (800 associates, >40% turn over, negative NPS) saving $28M+ over seven years, reducing turnover to less than 24%, and achieving 75 NPS, consistently exceeding HQ financial objectives
  • Launched the 'Home Agent' program to enable 24/7 service redundancy for over 20% of the call center workforce (800 associates), reducing operating expenses by 27%, expanding capacity by 30%, and positioning the sales team to win new global contracts with Fortune 100 companies
  • Envisioned, pitched, built, and ran a new strategic arm of global operations, starting with 3 associates and growing to over 80 global associates, creating the 'gold standard' for operational excellence

Director, Americas Zone Coordinator for Strategic Planning

Allianz Partners
11.2004 - 06.2006
  • Facilitated budget and strategic planning for Americas business units (Canada, US, Brazil, and Chile) and headquarters (France), managing M&A projects, including closing a company in Argentina and selling a company in Chile
  • Generated $4M+ by selling Chilean assets for $1M with a 7-year recurring branding fee of $450K, forming an ad-hoc team to close two South American business units
  • Redesigned strategic and financial planning processes for North and South American Business Units, supporting 30% YOY revenue growth and meeting all HQ obligations

Education

Master - Business Administration, Strategic Planning

University of Virginia, Darden Graduate School of Business Administration

Bachelor - History

Vanderbilt University

Skills

  • Global Technology Strategist
  • Strategic Management Consulting
  • Business Growth & Profitability
  • Financial Planning Process
  • Organizational Change Management
  • Process Optimization Expertise
  • AI Solutions Design
  • Operational Strategy
  • Team Building
  • Data-Driven Decision Making
  • Cross-functional Coordination

Certification

Design Thinking and Innovation Certificate, Harvard Business School On-line, 05/2023

OPEX Black Belt, Allianz, 03/2008

Honors And Awards

  • Collision, Alpha Company, 2017
  • ICMI Global Call Center of the Year, 2008

Languages

Spanish
Limited Working
French
Limited Working

Timeline

Principle Advisor

Beckwith Mercer
03.2024 - Current

Co-Founder and CEO

ZeroTouchDigital
04.2016 - 02.2025

Strategic Advisor and Marketing Lead

ZeroTouchDigital
09.2014 - 03.2016

VP, Channel Marketing

Allianz Partners
11.2012 - 09.2014

VP, Marketing Operations

Allianz Partners
09.2010 - 11.2012

VP, Workforce Optimization

Allianz Partners
06.2006 - 09.2010

Director, Americas Zone Coordinator for Strategic Planning

Allianz Partners
11.2004 - 06.2006

Bachelor - History

Vanderbilt University

Master - Business Administration, Strategic Planning

University of Virginia, Darden Graduate School of Business Administration
Marlo Reveley