Vizo Financial Corporate CU
Jaime Agostino, CTSM, CUDE has extensive experience in sales, marketing, and education. From 2001 to 2016, they held various roles at Mid-Atlantic Corporate Federal Credit Union, including Marketing Director, Marketing Manager, Corporate Account Manager, Marketing Specialist, and Marketing Assistant. In these positions, they were responsible for creating and executing marketing plans and strategies, as well as branding, target marketing, web development, event planning, communication plans, and video production for the company and its family of six organizations. From 2014 to 2020, Jaime worked as the Director of Marketing at MY CU Services, and from 2016 to present, they have been serving as the VP - Sales, Marketing, and Education at Vizo Financial Corporate CU. Prior to these roles, they also held the position of Director of Marketing and Business Development at Vizo Financial Corporate CU.
Jaime Agostino, CTSM, CUDE has a strong educational background with a focus on marketing and digital marketing. In 1999, they obtained a Bachelor of Science (BS) degree in Marketing from Penn State University. Throughout their career, Jaime has consistently pursued additional certifications to enhance their skills. In 2018, they became a Certified Trade Show Marketer, and in 2019, they obtained the Credit Union Development Educator (CUDE) certification from the National Credit Union Foundation.
Jaime's commitment to continuous learning is evident in their recent educational endeavors. Jaime is currently studying for a Master of Business Administration (MBA) degree in Digital Marketing at Messiah University, which they are expected to complete in 2025. Additionally, Jaime has acquired several digital marketing certifications from the HubSpot Academy, including Digital Marketing Certified, Social Media Marketing Certified, Content Marketing Certified, and Inbound Marketing Certified.
In the earlier stages of their career, Jaime also obtained securities-related certifications. In 2007, they obtained the Series 63 Uniform Securities Agent State Law certification and the Series 7 General Securities Representative certification from the Financial Industry Regulatory Authority. These certifications demonstrate their expertise and knowledge in the financial industry.
Overall, Jaime Agostino, CTSM, CUDE possesses a well-rounded educational background encompassing marketing, digital marketing, trade show marketing, credit union development, and securities. Jaime'songoing pursuit of certifications and higher education reflects their dedication to staying up-to-date with the latest trends and industry best practices.
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Vizo Financial Corporate CU
Vizo Financial’s story is simple, because we have only one simple goal – to help your credit union succeed. Whether you need assistance with balance sheet management and investments or payment processing, we’re here to provide you with a complete back office solution so you can focus on your community and fulfilling the credit union movement of “people helping people.” Helping a neighbor send their son to college or helping a member get a loan for a new car – these are the things that are important to you. The success of credit unions everywhere – that’s what is important to us. And that’s why everything we do, every decision we make, is with you in mind. So when your credit union needs a hand, make sure we’re on speed dial #1. It all starts with one call to Vizo Financial.