Jason Coots
Jacksonville, Florida
Overview
I’m a growth-driven marketing executive with over 20 years of experience leading brand, digital, and capital-raising strategy across fintech, banking, lending, wealth management, and private markets. As Chief Marketing Officer at Battle Bank, I’ve built the brand and funnel from the ground up—creating a digitally native bank brand targeting affluent clients, growing a 19,000+ pre-launch waitlist, and leading the capital raise of $35M+ from accredited investors. I specialize in marketing infrastructure design, ABM, digital content strategy, and full-funnel performance marketing that connects w
About
I’m a growth-driven marketing executive with over 20 years of experience leading brand, digital, and capital-raising strategy across fintech, banking, lending, wealth management, and private markets. As Chief Marketing Officer at Battle Bank, I’ve built the brand and funnel from the ground up—creating a digitally native bank brand targeting affluent clients, growing a 19,000+ pre-launch waitlist, and leading the capital raise of $35M+ from accredited investors. I specialize in marketing infrastructure design, ABM, digital content strategy, and full-funnel performance marketing that connects with affluent audiences and drives measurable growth. Throughout my career—from EverBank to TIAA to my own consultancy—I’ve led high-impact teams, launched scalable growth engines, and transformed marketing from a service function into a strategic business driver. Whether building a segment-specific campaign, deploying a new MarTech stack, or designing lifecycle journeys for private wealth clients, I bring a balanced mindset: strategic enough to architect the system, tactical enough to roll up my sleeves and execute. My mission is to elevate financial services marketing—making it smarter, faster, and more personalized for today’s modern investor. Let’s connect if you’re exploring growth, brand transformation, or investor-focused strategy in fintech or financial services.