Sales Enablement, Learning, and Creative Marketing Expert

Hi. I’m Marco Velasquez.

I have a passion for

I have a passion for sales excellence, championing learning, and cultivating creativity.

Through the power of immersive training programs, game-changing marketing campaigns, and strategic consulting, I specialize in unlocking the untapped potential of businesses, propelling them towards their goals and soaring to unprecedented heights.

About Me

With over 20 years of experience, I have served diverse clientele, trained professionals, assumed leadership roles, and provided strategic guidance to esteemed business leaders.

My expertise includes immersive training program development, comprehensive marketing campaigns, professional audio and video production, engaging graphic and website design, and tailored strategic consulting services.

Fueled by a deep passion for building connections, nurturing relationships, and implementing winning strategies, I find profound satisfaction and fulfillment in every step of my professional journey.

Areas of Expertise

Sales Enablement

I focus on equipping sales teams with the necessary tools, resources, and training to effectively engage prospects, accelerate sales cycles, and drive revenue growth within the organization.

Learning & Development

I create effective and engaging training programs by leveraging instructional methodologies, technology, and adult learning principles within the field of learning and development.

Creative Direction

I leverage my expertise in brand development, graphic & web design, and audio/video production to craft compelling and visually captivating experiences that resonate with audiences, blending these skills seamlessly to create impactful results.

Professional Experience

Senior Manager, Learning & Development

SigFig | May 2022 – June 2023

I collaborated with cross-functional teams to analyze user needs, developed immersive training materials, and implemented effective strategies to enhance user proficiency with SigFig’s ecosystem of digital wealth products.
Within my first 3 months on the job, I successfully launched a comprehensive learning and development program from the ground up. This program was designed around four primary pillars for success: learning consultation, instructional design, training delivery, and training evaluation.
The training materials I created encompassed various formats, including self-paced learning modules, virtual and in-person webinars, leadership seminars, video tutorials, and more. This diverse range of resources ensured that users had flexibility in accessing the training content based on their preferred learning style and availability.
I fostered a close partnership with our marketing & sales professionals to collaboratively develop sales enablement content. By seamlessly integrating the comprehensive training materials, professionally-produced video content, and sales resource guides into their workflows, the sales team was equipped with the necessary knowledge and skills to effectively distinguish SigFig from its competitors. This integration not only provided them with valuable learning and development opportunities but also empowered them to activate and deliver enhanced value propositions to clients.

Director of Digital Marketing & Communications

PRISM Media | Jan 2020 – May 2022

I was responsible for shaping the company’s growth strategy and long-term vision.
With a focus on delivering successful outcomes, I provided comprehensive oversight for the execution of both internal and external projects. Taking the lead in collaborative brand development initiatives with small and mid-size businesses, I fostered the creation of captivating marketing solutions that directly contributed to business growth.
I successfully led a team responsible for implementing innovative strategies, positioning PRISM Media as a prominent and influential player in the industry.

Regional Director of Media Relations

Arizona Care Hospice | Oct 2018 – Jan 2020

I successfully led the development of impactful social media marketing campaigns, video production initiatives, and provided oversight for graphic and website design activities.
I significantly expanded Arizona Care Hospice’s digital presence, resulting in a remarkable increase in social media followers from 400+ to over 4000+.
I produced over 50 videos to effectively promote the organization, implemented a website revamp to optimize conversion rates, and led the redesign of all public print and digital collateral for enhanced impact.
By elevating the visibility and reach of Arizona Care Hospice, I ensured the effective communication of its mission and services to the target audience, thereby contributing to the organization’s success.

Marketing Consultant

Advisor Group | Apr 2017 – Oct 2018

I delivered comprehensive traditional, digital, and multimedia marketing solutions to a network of 5,000 financial advisors.
A significant achievement was spearheading the enterprise-wide initiative to establish MarketingU, an innovative online educational platform designed to empower financial advisors in enhancing their marketing skills. MarketingU provided self-serve resources, including video tutorials, podcasts, quick tips, and monthly live webinars, offering reliable and effective tactics.
Through my contributions to MarketingU, I successfully equipped financial advisors with the knowledge and tools necessary to excel in their marketing efforts, playing a vital role in their professional growth and overall success.

Vice President, Learning Consultant

Bank of America | Apr 2017 – Oct 2018

I held the responsibility of providing oversight for enterprise-wide manager development programs, catering to a vast cohort of 30,000 mid-level managers spanning the organization.
To facilitate comprehensive growth and development, I spearheaded the development and promotion of professional development solutions through multifaceted digital, print, and video campaigns. These initiatives yielded tangible results, including increased learning completions and heightened awareness of leadership development initiatives throughout the enterprise.
By conducting meticulous analysis of employee databases and surveys, I identified trends that informed targeted professional development strategies, thereby enhancing employee satisfaction, and driving revenue growth.
I meticulously aligned learning strategies with business priorities, ensuring the optimization and successful outcomes of the development programs in support of organizational success.

Assistant Vice President, Instructor & Program Manager

Bank of America | Dec 2011 – Apr 2017

I held a pivotal role in facilitating associate readiness and skill-building solutions specifically tailored for the manager population. This encompassed overseeing the strategic allocation of resources for learning programs across the entire franchise.
In close collaboration with Instructional Designers and Learning Consultants, I actively contributed to the development and promotion of instructor-led and virtual instructor-led learning solutions.
A significant aspect of my role involved actively mentoring and guiding Instructors to enhance their facilitation skills, fostering a culture of continuous improvement.
I consistently organized, prepared for, and led national train-the-trainer initiatives, ensuring the highest standards of training excellence and maintaining a consistent level of quality throughout the organization.

Professional Work

bold & vast is a passion project that includes a captivating compilation of resources, thought-provoking articles, and expert advice meticulously crafted by yours truly.

This exclusive collection of thought-provoking articles, videos, and expert advice is custom-tailored to assist professionals in navigating the ever-changing landscapes of learning and development, sales enablement, and creative marketing.

Testimonials

Mary Rose Eagan

Transformational CX and Marketing Leader

Marketing, Design, & Multimedia Production

Marco is truly a one-of-a kind talent and possesses an incredibly diverse skill set. From graphic design, to multimedia production, training, and consulting, there is truly nothing that Marco doesn’t do exceptionally well. He elevated our team with his positive attitude and gained the respect of so many because of his willingness to always go the extra mile. His enthusiasm is contagious. Marco creates raving fans wherever he goes, and it was my absolute privilege to have had someone like Marco on my team. His incredible work ethic, dedication, and commitment to a standard of excellence is what made him stellar in his role...but his authenticity, sincerity, and caring nature is what sets him apart from everyone else.

Blair Morais

Senior Strategic Partnerships Manager

Sales Enablement

Marco is unequivocally one of the best professionals I've had the pleasure of working with in my career. He brings to the table an amazing personality that balances professionalism and personal connection incredibly well, allowing him to immediately connect with those around him and form connections that take some years to form.

He has a skillset that combines creativity, design, marketing and learning and development. The combination of these skillsets allowed us to partner together to deliver quality go-to-market strategies, marketing, and learning and development content for partners that focused on the engagement and training of their salesforce to drive adoption and immediate, consistent execution. Equally impressive is the speed at which Marco works. Marco understands that time is often of the essence and that we often work on tight deadlines. He mobilizes quickly on all assignments and delivers far above expectations each time.

Marco is a subject matter expert in so many areas and has made an incredible impact during our time working together. I could not recommend him and his creative abilities any more.

Melissa Pugeda

Vice President, Strategic Account Manager

Learning & Development

I had the honor of working with Marco at SigFig. Marco led our L&D efforts directly with our partner engagements, driving growth for their programs. Marco is an incredible colleague and one who will provide immediate impact to any organization. His utmost professionalism both internally and externally, incredible quality of work, bias to action, and expertise in L&D are what would make him an incredible asset to any firm. He created an L&D program from the ground up, which was quickly implemented and yielded immediate results. In addition to being effective with clients, Marco has been a wonderful cross-functional partner. He is incredibly collaborative and partner-centric and it's been an absolute pleasure working with him.

Scott Campbell

Advisor Engagement Manager

Learning & Development, Sales Enablement

I’m delighted to provide a strong recommendation for Marco, a talented professional I had the pleasure of working with at SigFig.

During our time working together, I had the privilege of witnessing Marco's exceptional expertise in analyzing user needs, developing immersive training materials, and implementing effective strategies aimed at enhancing user proficiency. Beyond his expertise in Learning & Development, Marco also demonstrated remarkable skills in sales enablement and consulting, leveraging his deep understanding of our products to provide valuable insights and guidance to our sales team.

I highly recommend Marco for any role or project that requires a versatile professional with expertise in Sales Enablement, Consulting, and Learning & Development.

Education

Master of Education (M.Ed.)
2013 – 2015

Bachelor of Arts
2000 – 2005

Let's Connect

Thank you for visiting and expressing interest in my work.

If you have any inquiries or would like to explore potential professional collaborations, I invite you to connect with me on LinkedIn or download my resume. Let’s engage in a meaningful conversation!

Best regards,