Jacinthia Gladfelter
Cypress,CA
Summary
Highly ambitious leader with 12 years of experience in banking, finance, and management. Deliver exceptional leadership to organizations, focusing on revenue and product longevity. Accomplished marketing professional with a track record of driving market growth and profitability. Strong communicator and natural leader.
Overview
35
35
years of professional experience
1
1
Certificate
Work History
Senior Marketing Director
World Financial Group
Anaheim, California
10.2020 - Current
- Licensed Professional in Life/Health Insurance and Annuity.
- Built effective teams that successfully executed organizational campaigns.
- Created and led high-performing teams, prioritizing excellent service delivery and goal achievement.
- Demonstrated unwavering commitment to consistently delivering exceptional results with the highest level of integrity and ethics.
- Stay updated on industry trends and possess in-depth knowledge of financial and insurance products, services, and best practices.
- Analyzed financial data to address queries regarding specific accounts
Associate to Marketing Director
Word Financial Group/ Transamerica
Anaheim, California
03.2014 - 10.2020
- Demonstrated skills in the field of Life/Health Insurance and Annuity as a licensed professional
- Addressed specific account questions through financial data analysis
- Achieved measurable success in building and leading diverse teams
- Monitored and managed the team's performance to maintain service excellence for clients
Process Coordinator / Assistant Operations Manager
BYL Bank Group
Huntington Beach, California
12.1992 - 10.2001
- Assigned tasks, staffed projects, and tracked progress while providing necessary updates to managers, partners, and clients.
- Proficient in analyzing and organizing data for accurate recordings of reports.
- Executed intricate bank reconciliations with high accuracy
- Developed and implemented strategic marketing/PR campaigns for new product launches and the enhancement of existing products.
- Collaborated with product development teams to develop and upkeep marketing content for sales pitches and client interactions
- Played an active role in identifying new business opportunities, working closely with senior management, and uniformly contributing to the sales process.
- Rectified discrepancies through reconciliation and presenting updated entries
- Provided information and resolved inquiries by communicating with customers, employees, and other individuals
Teller / Member Service Representative
Alaska USA Federal Credit Union
Anchorage, Alaska
06.1989 - 12.1992
- Provided operational support at a high-volume financial institution
- Facilitated effective communication between customers, employees, and various stakeholders to provide information and address inquiries.
- Integrated marketing product sales.
Education
Master of Arts - Organizational Management
Ashford University/Forbes School of Business
Clinton, Iowa, United States03-2014
Bachelor of Arts - Organizational Management
Ashford University
Clinton, Iowa, United States06-2012
Bachelor of Science - Elementary Education
Holy Angel University
Philippines03-1988
Skills
- Collaborative Team Development
- Client Account Management
- Client Relationship Growth
- Sustainable Business Practices
- Strategic planning
- Project management
- Content Review
- Process loans
- Bank reconciliations
- Strategic Challenge Management
- Quality assurance
- Networking
- Campaign Management
- Business development support
- Product Promotions
- Sales understanding
- Business Administration
Certification
Life and Health Licensed in
- California # 0K66478
- Florida # G100092
- Georgia #3568843
- Louisiana #1157047
- Montana #3002087382
- Nebraska #17812796
- North Carolina #17812796
- South Carolina
- Texas # 2508883
- Utah #956864
- Washington #1111990
Timeline
Senior Marketing Director
World Financial Group
10.2020 - Current
Associate to Marketing Director
Word Financial Group/ Transamerica
03.2014 - 10.2020
Process Coordinator / Assistant Operations Manager
BYL Bank Group
12.1992 - 10.2001
Teller / Member Service Representative
Alaska USA Federal Credit Union
06.1989 - 12.1992
Master of Arts - Organizational Management
Ashford University/Forbes School of Business
Bachelor of Arts - Organizational Management
Ashford University
Bachelor of Science - Elementary Education
Holy Angel University
Careerfocus
As a highly ambitious leader, personal development must be a daily goal. From a conscientious and hardworking professional with 12 years of various experiences in banking, finance, and management, I would be able to deliver exceptional abilities in providing leadership to organizations with emphasis on revenue and product longevity.