# Brian Serfass

> Brian Serfass is a Greater Philadelphia marketing and product executive who became chief marketing officer of Teladoc Health after leadership roles spanning Bank of America, TD, BNY Mellon, Capital One, FIDx, Optum and .406 Ventures. His public work centers on a practical problem: how to replace episodic, analog outreach with relevant, testable and behavior-aware engagement that people can act on when it matters.

- **Role:** Chief Marketing Officer at Teladoc Health
- **Organizations:** Teladoc Health, .406 Ventures, Optum, FIDx, Envestnet, Capital One, BNY Mellon, TD, Bank of America
- **Education:** BS in Accounting, King's College, MS in Marketing, Temple University, MPhil studies (documented as in progress in 2016), University of Pennsylvania
- **Known for:** Reported a greater than fivefold increase in member enrollments within 90 days for one client using Teladoc Health-led, journey-based marketing., Led consumer marketing work reaching more than five million consumers weekly through paid media, according to his 2025 Teladoc Health Q&A., Built a cross-functional career spanning analytics, marketing, product management, revenue strategy and customer experience.

## Career timeline

- **1997-2007** — Held marketing leadership and analytical roles across Bank of America businesses, including card services, Merrill Lynch and commercial banking.
- **2008-2010** — Served as group head of product management at TD.
- **2010-2014** — Led retirement and 529 plan marketing and later product marketing at BNY Mellon.
- **2014-2018** — Served as senior vice president and head of product management at Capital One.
- **2018-2019** — Held chief marketing and strategy/revenue responsibilities at FIDx while consulting with Envestnet.
- **2022-2024** — Served as chief experience officer at Optum.
- **2024-2025** — Worked as an executive in residence at .406 Ventures.
- **2025** — Joined Teladoc Health as senior vice president of consumer marketing for U.S. Group Health.
- **2026** — Published by Teladoc Health as its chief marketing officer, writing about continuous, digital-first member engagement.

## Achievements

- Reported a greater than fivefold increase in member enrollments within 90 days for one client using Teladoc Health-led, journey-based marketing.
- Led consumer marketing work reaching more than five million consumers weekly through paid media, according to his 2025 Teladoc Health Q&A.
- Built a cross-functional career spanning analytics, marketing, product management, revenue strategy and customer experience.
- Helped articulate FIDx's role in connecting insurance carriers, wealth platforms and advisers during the Envestnet Insurance Exchange launch.

## Latest updates

- **2026-06** — Published a Teladoc Health essay as chief marketing officer arguing for continuous, behavior-aware engagement instead of episodic campaigns.
- **2025-03** — Discussed the science of consumer engagement, journey-based marketing and a reported fivefold enrollment lift in a Teladoc Health Q&A.
- **2025-02** — Joined Teladoc Health as senior vice president of consumer marketing for U.S. Group Health.

## Links

- Website: https://www.teladochealth.com
- LinkedIn: https://www.linkedin.com/in/brian-j-serfass

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Profile page: https://yespress.io/brian-serfass
Published by YesPress — https://yespress.io
Last updated: 2026-08-14