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Monte S.

Marketing, strategy, operational reviews

Can work in or around London

  • 51.509648
  • -0.099076
  • Suggested rate €750 / day
  • Experience 7+ years
Propose a project The project will begin once you accept Monte's quote.

This freelancer is available full-time but hasn't confirmed their availability in over 7 days.

Propose a project The project will begin once you accept Monte's quote.

Location and workplace preferences

London, England, United Kingdom
Can work onsite in your office in
  • around London and 50km


Freelancer code of conduct signed
Read the Malt code of conduct

Verified email


  • English

    Native or bilingual


Skills (13)

Monte in a few words

Hello, I'm Montegue Sykes – a results-driven consultant with over 10 years' experience in financial services, marketing, and operations. My expertise lies in designing and delivering cost-effective operational and marketing systems that enable businesses to excel. I specialize in business planning and modeling, bootstrapping, marketing automation, CRM configuration, team building, and project management. I have a proven track record of exceeding expectations while delivering best-in-class solutions within budget and timeline constraints. My commercial acumen and technical proficiency in various software and systems allow me to provide tailored solutions to meet specific client needs. I hold multiple UK RDR qualifications for financial services advice, including a Diploma in Regulated Financial Planning from the Chartered Insurance Institute. Let me help you take your business to the next level.



Chief Strategy Officer (CSO)

City of London, London, UK

July 2022 - Today (8 months)

Llama Life

Chief Operating Officer

London Metropolitan Area, UK

March 2019 - June 2022 (3 years and 3 months)

Llama Life is an insurtech business with a twist, it offers instant online life insurance with rewards that can save its clients more than they pay. Context: Seconded to take Llama from concept to reality Business Design & Financing ✪ Identified market opportunity of instant online life insurance and found the suppliers to deliver ✪ Created the business model and financial plan for the business to succeed and bring along early investors/stakeholders during seed/angel financing ✪ Wrote the business plan and designed the pitch decks for Seed and planned Series A/B financing, with KPI's and outputs for senior departments ✪ Forecast sales & modelled to 5-year financial statements to identify financial needs for financing ✪ Recruited the senior team on "spec basis" to support business during financing & later scale ✪ Created the Due Diligence pack to support Series A/B financing, including term sheet, employment contracts and NDAs Project Management & Bootstrapping ✪ Managed the business from concept to reality with a disparate team of contractors and suppliers at pace under budget ✪ Bootstrapped the business in a few weeks during the pandemic when a key TV advertising opportunity presented. Worked 12-hour days 84 days straight to ensure the business met key KPI's in an extremely challenging environment ✪ Created and ensured marketing collateral, website, & advertisements met regulatory requirements from the FCA, Clearcast etc. Whilst also managing the online profile and doing client onboarding Operational & Martech Systems ✪ Mapped out the business processes and allocated to roles that were modelled to market rate salaries for budgets ✪ Set up the business IT systems including email, file structures and cloud hosting to allow it to be an entirely "work from home" ✪ Configured and integrated Martech systems of Marketing Automation & CRM into business that automated key job roles ✪ Created the client journey with input from stakeholders and checked the UX on devices

1st Financial Group Ltd

Business Development and Relationship Manager

Taunton, UK

March 2018 - June 2022 (4 years and 3 months)

Directly regulated Independent Financial Advisers and across-the-marketing Mortgage Advisers based in Somerset. Role: Promote business profile within multiple markets and channels. Guarantee strict regulatory compliance within scope of job role. Selected as the primary liaison with product providers and other third parties, establishing clear channels of communication to promote workflow. Headed development and constant refinement of a communications and marketing strategy, guiding and working with up to 12 other team members including compliance managers, financial advisers and sales specialists. Generate unique, impactful marketing collateral in line with brand standards. Maintain vital partnerships with high-profile companies and clients. ✪ Spearheaded heavily researched SEO strategy driving significant SERP gains and an 212% upturn in traffic. ✪ Designed, sourced, and wrote new magazine "Flourish" for business in lieu of stock content, using communication and financial services acumen to create bespoke content. ✪ Created a bank of compliant financial marketing collateral with compliance team inclusive of landing pages, brochures, video content, and SM; created and maintain a custom handbook to share best practices, lessons learned, and common issues across the entire development process. ✪ Cleaned and mined data to meet GDPR requirements under heavy workload for CRM. ✪ Improved methods to monitor website performance to enhance lead generation efforts while utilising strategies to increase unique hits per day by 244% while increasing clickthrough rates by 350%.

Animal and Plant Health Agency

Administrative Officer

Exeter, UK

March 2017 - February 2018 (11 months)

✪ Managed tough negotiation concerning reactor valuations to meet legislative requirements. ✪ Arranged scheduling of reactors and organised. Integrated dynamic spreadsheets to reduce admin time in closing down breakdown and provided well-received technical reports to management. ✪ Achieved position of superuser of all programs and created Excel dynamic excel to automatise rote work and clean data. ✪ Utilised multiple IT systems to create authorities and ensure attainment of information security goals.

Rural Payments Agency

Executive Officer (Contigency Contract)

Exeter, UK

August 2016 - February 2017 (6 months)

✪ Collated contact information for key staff of Local Action Groups, excelling with a fast-paced, deadline-driven workplace. ✪ Streamlined contract variation request processing and supported the restructuring of other key procedures. ✪ Performed claim processing and assessment while demonstrating complete integrity and dedication. ✪ Followed up on late/upcoming grant claims/applications, receiving commendations for going above common duties. ✪ Gained familiarity with project management methodologies, established and updated electric project folders.


Marketing Coordinator

Brisbane QLD, Australia

May 2012 - February 2015 (2 years and 9 months)

FINH are Expert Advisers to Family Groups in Business across the Asia Pacific Region Role: Designed presentations & Pitches delivered by the Managing Director at exclusive events. Helped author articles for media outlets such as Bauer Media and the Business Spectator. Used software like Salesforce and Microsoft Excel to efficiently performance revenue forecasting. Built constructive alliances with 'High Net Worth' individuals and long-standing 'Family Business' decision makers, understanding needs and creating plans to deliver on goals. ✪ Selected as the webmaster of the main FINH website and two other company related sites, provided bi-weekly updates, and attained regular improvements to Google rankings utilizing expertise in search engine optimization. ✪ Secured crucial speaking opportunities for the Managing Director, presenting at key events such as; Family Business Australia and Directors Only. ✪ Revamped approaches for management of 'Patient Financial Capital' pipeline between Australia and FINH's international partners, resulting in an upturn in year-over-year revenues despite logistical challenges. ✪ Supported up to numerous other employees as the primary administrator for Salesforce CRM database. ✪ Selected as the primary contact with outsourced IT firm during change of provider (6 months), uncovering and resolving performance gaps for considerable savings. ✪ Helmed change of accounting software to CCH, receiving praise for technical skill. ✪ Assessed Australian Stock Exchange using ComSec for stoploss and limit orders for client portfolios, expanding professional expertise at every opportunity to improve contributions and expedite the process.

Australian Army Reserve

Infantry Soldier

Queensland, Australia

January 2006 - January 2009 (3 years)