Kyle Valencia

Vice President, Business Development and Growth

Role
Vice President, Business Development and Growth at J.D. Mellberg Financial
Location
Tucson, AZ, US
LinkedIn followers
500 followers
General Business & ManagementView LinkedIn profile

About Kyle Valencia

As an individual I pride myself on knowing more than just my job and responsibilities. I…

Experience

  1. Vice President, Business Development and Growth

    J.D. Mellberg Financial

    Jan 2020 — Present · Tucson, AZ, US

    Vice President of Business Development and Growth with a strong focus on shaping and executing strategic marketing plans, aligning financial strategies, and leading high-performing teams. My expertise spans overseeing all marketing activities, from print to digital, to ensure a unified brand identity. Collaborating closely with leadership, I contribute significantly to business development strategies, placing a strong emphasis on vetting new mediums for diversification. A key aspect of my role involves meticulous financial oversight, including the preparation of reports, KPI monitoring, and insightful analysis of variances. Leading a dynamic marketing team, I foster cross-functional collaboration and stay ahead of industry trends. Additionally, I take charge of managing the company\'s online presence, allocating resources strategically, and upholding stringent compliance processes.

Education

  • Pima Community College

    Associate's degree

  • University of Arizona - Eller College of Management

    Bachelor of Business Administration - BBA

Skills

  • Investments
  • Fixed Annuities
  • Strategic Planning
  • Risk Management
  • Retirement
  • Outbound Dialers
  • Inbound Dialers
  • Retirement Planning
  • Team Building
  • Management
  • Microsoft Excel
  • Marketing
  • Sales
  • Insurance
  • Financial Planning
  • Life Insurance
  • Small Business
  • Sales Management
  • Customer Retention
  • Call Centers
  • Customer Service
  • Ivr Specialist
  • Project Management
  • Dialer Management
  • Leadership
  • Call Flow Design

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