Gabe Diaz

Alta Publishing, InvestorPlace.com; a MarketWise LLC company (MKWS)

Alta Publishing is the holding company for TradeSmith and InvestorPlace, and it acquired all Legacy Research assets following a company restructure. Alta Publishing is part of MarketWise, a publicly traded company.

• Consulted across Alta Finance Group, LLC and MarketWise, LLC on product management, process optimization, digital strategy, and technology integration.
• Provided leadership and strategic insight during the restructuring of Legacy Research Group, managing the division of properties among new management teams. Oversaw architecture stack reorganization, content, and asset publishing, and advised on customer data and subscription management.
• Ensure clarity and alignment between service providers and the internal team to facilitate alignment on reducing reliance on third-party resources to phase out working contracts by year’s end.

Legacy Research Group, LLC; a MarketWise Company (MKWS)

Legacy Research Group was formed by combining several businesses, including Palm Beach Research Group, to offer shared services in customer service, marketing, and technology. This structure enabled the management of multiple brands under a unified operational organization. Initially composed of three financial research companies, Legacy Research Group expanded through acquisitions, ultimately supporting up to eight businesses. The organization is part of MarketWise, a publicly traded company on NASDAQ.

Managing product and technology teams in platform maintenance, optimization, and innovation. Improved digital customer experience (technical accessibility and user experience) and worked with stakeholders in project management, agile methodologies, quality assurance (QA), customer data platform (CDP), and brand reputation management.

• Led a team of 18, overseeing architecture, applications, and publishing tools for 8 brands, 32 web properties, and 12 mobile applications driving platform maintenance, optimization, and innovation to enhance CX and UX.
• Translated business goals into detailed product specifications and collaborated with customer support, sales, and marketing to develop product positioning, boosting product adoption, and enhancing customer satisfaction.
• Developed and implemented a customer review strategy across vendors, achieving a 55% open rate on review requests and increasing business reviews by 265%, significantly enhancing customer experience and conversions.
• Oversaw migration to a serverless architecture and transition to a React-based platform, reducing AWS costs by 76% and achieving 99.5% uptime to support 700K paid subscribers and a 20M-reader audience (web, email, and mobile).
• Designed and implemented over 85 APIs to power secure authentication, streamline content distribution, enhance web and mobile notifications, deliver personalized portfolio data, enable targeted display ads, and drive action-based triggers for a seamless user experience.
• Mentored a cross-functional team including Product Owners, Project Managers, and UI/UX Designers, emphasizing A/B testing, analytics, marketing campaign strategies, and email deliverability.
• Optimized site structure and content for SEO, improving keyword rankings and aligning content strategy with search engine best practices.
• Led initiatives for ADA compliance across all digital properties, ensuring web accessibility standards were met and creating an inclusive experience for all users.
• Led iterative design and testing cycles, utilizing wireframes, prototypes, and user testing to refine the user experience and improve overall functionality.
• Directed the redesign of the membership web application, collaborating with UI/UX teams to establish brand guidelines and a cohesive style guide aligned with user needs and brand identity.

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• Developed and prioritized product roadmaps aligned with business goals, balancing customer needs, technical feasibility, and input from cross-functional teams, resulting in streamlined project execution and impactful product launches.
• Managed full product lifecycle from ideation to deployment, coordinating across departments to ensure quality, on-time delivery, and that each phase met KPIs.
• Converted outsourced development vendors to in-house resources by creating a fit-for-purpose operating model, and optimizing margins.
• Played a pivotal role as a bridge between Legacy Research and MarketWise (parent company) regarding company systems, technology, user data, and access.
• Served as Internal Product Owner, advising on customer relationship management (CRM) strategy and management for the parent company.
• Spearheaded the transition from Agora’s marketing and middleware systems to the MarketWise integrated platform, ensuring seamless continuity, operational alignment, and enhanced performance across systems.

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• Directed Salesforce migration, overseeing customer data, email lists, and API authentication.
• Drove consolidation of operational procedures, e-commerce marketing production, and digital fulfillment, establishing a streamlined approach that improved effectiveness across Salesforce, AWS, and CMS platforms.

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Palm Beach Research Group, LLC; an Agora Company

Palm Beach Research Group, succeeding Palm Beach Letter, managed multiple subscription-based offerings, providing a range of financial research services to subscribers. The group operated as part of Agora, a privately held company.

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• Implemented integration standards across multi-channel communications, such as email, SMS, web, and push notifications, to support consistent customer engagement and brand alignment.
• Establishing brand guide and style guide as company started to manage multiple publications under different names and verticals but part of the Palm Beach Group business.

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Palm Beach Letter, LLC; an Agora Company

Palm Beach Letter was a single-subscription business focused on delivering financial research through a subscription-based website. Operating as a standalone business within Agora, a privately held company, Palm Beach Letter provided subscribers with exclusive access to financial insights and research.

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• Enhanced E-commerce and marketing capabilities by extending tools in collaboration with Agora, driving improved functionality and effectiveness.
• Elevated email automation to support onboarding, recurring communications, and retargeting for cart abandonment, increasing customer engagement and retention.
• Developed scalable marketing workflows and processes, establishing a successful model for Video Sales Letters and retargeting strategies for page abandonment.
• Onboarded and integrated third-party services for video live streaming and playback, enhancing digital production capabilities and audience engagement.
• Implemented communication and collaboration tools, including team messaging and ticket tracking systems, and developed standard operating procedures (SOPs) to streamline workflows, improve cross-functional coordination, and ensure consistent processes.

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• First technical hire dedicated to optimizing marketing and editorial workflows, laying the groundwork for digital expansion.
• Built and optimized e-commerce funnels and sales pages to drive lead generation and sales conversions.
• Developed and launched Agora’s first WordPress CMS site for Palm Beach Letter, establishing a scalable platform for content management.
• Pioneered middleware integration with Agora to enable WordPress as a secure membership platform, providing seamless subscription access.
• Oversaw email deliverability to maximize reach and engagement in marketing campaigns and email fulfillment.

FriendFinder Networks Inc.

• Led ad-server operations and leveraged market intelligence for strategic planning and profit growth, achieving 212% year-over-year page view growth and generating 5.7M monthly ad impressions.
• Achieved 212% page view growth year-over-year and generated 5.7M monthly ad impressions.
• Built, oversaw, and grew the brand’s social network reach of more than 500K users.
• Led the CMS migration for major sites and crafted static and dynamic websites, email marketing, banner ads, and multimedia content, including video and interactive media, to support commercial expansion.

Bankrate.com

As a contractor at Bankrate, I contributed to a major website redesign focused on enhancing daily publishing capabilities and user experience. I designed visual elements to support content updates and worked on publishing sections within an ASP.NET framework, optimizing the publishing workflow for greater efficiency.

Leveraging my expertise with WordPress, I recommended it as a flexible, scalable CMS solution, offering Bankrate a new perspective on adaptable content management strategies for digital publishing.

The One Club

At The One Club, a global non-profit organization dedicated to celebrating excellence in creativity, I contributed significantly to The 2004 One Show Interactive, an awards program recognizing innovation in digital advertising and design. I helped structure the entry process, coordinated with a diverse panel of industry judges, and produced key elements for the awards show. These responsibilities allowed me to support The One Show Interactive’s mission to highlight the creative industry’s best talent and projects, bringing impactful digital experiences to life.

In addition to my work with The 2004 One Show Interactive, I played an essential role in The One Club’s website redesign. Tasked with migrating and digitizing content from previous award years, I helped build a robust content foundation for the organization’s new PHP platform. Following the launch, I continued to maintain the site, ensuring smooth functionality and up-to-date content for users. Together, these experiences allowed me to support The One Club’s creative mission while enhancing its digital presence and user experience.

Additional Experience

• Multimedia Developer, Designer, and Webmaster – Carl’s Furniture, Coconut Creek, FL | 01/05-07/06
• Senior Developer, Designer (Contract) – Bankrate.com, Palm Beach Gardens, FL | 09/07-02/08
• Interactive Producer / Site Management – The One Club, New York City, NY | 12/03-05/04