KV

Kyle Valencia

Vice President, Business Development And Growth at J.D. Mellberg Financial

Kyle Valencia has a diverse work experience spanning various roles and responsibilities. Kyle'smost recent position was as the Director of Business Development at J.D. Mellberg Financial, where they oversaw all B2C marketing initiatives, managed external vendors and internal employees' KPIs, and aligned strategic goals for optimal customer experience and conversion. Prior to that, they served as the Senior Vice President of Business Development at Newtek Business Services Corp., where they were responsible for new client acquisitions, product development, and overall internal operations and logistics. Kyle also held multiple roles at JD Mellberg Financial, including Director of Lead Management, Sales Floor Manager, Floor Supervisor, and Training Supervisor. Additionally, Kyle worked at GEICO as part of the performance monitoring team, where they monitored calls for customer interaction and quality control, provided feedback for training and development, and served as a corporate quality control representative.

Kyle Valencia has a Bachelor of Business Administration degree in Business Administration and Management, General from the University of Arizona - Eller College of Management. Kyle also holds an Associate's degree in Business Administration, Management and Operations from Pima Community College. Additionally, they attended The Art Institute of Tucson, although the degree and field of study are not specified.

Kyle has obtained several certifications as well. In 2016, they received Inbound Administrator Certification and Outbound Administrator Certification from Five9. In 2013, they obtained ACCIDENT/HEALTH PRODUCER and LIFE PRODUCER certifications from the Arizona Department of Insurance. Kyle also obtained a PERSONAL LINES certification from the same department in 2007.

Links

Previous companies

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Timeline

  • Vice President, Business Development And Growth

    January, 2020 - present

  • Director Of Lead Management

    November, 2011