Desiree Jacobs
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Desiree Jacobs Email & Phone Number

Director of Client Relations and Marketing at RWM Financial Group
Location: Lemoore, California, United States 11 work roles
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✓ Verified July 2026 2 data sources Profile completeness 71%

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Current company
Role
Director of Client Relations and Marketing
Location
Lemoore, California, United States
Company size

Who is Desiree Jacobs? Overview

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Quick answer

Desiree Jacobs is listed as Director of Client Relations and Marketing at RWM Financial Group, a with 3 employees, based in Lemoore, California, United States. AeroLeads shows a matched LinkedIn profile for Desiree Jacobs.

Desiree Jacobs previously worked as Director of Client Relations & Marketing at Rwm Financial Group and Notary Public at Notary Public For The State Of California.

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Email format at RWM Financial Group

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RWM Financial Group

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Profile bio

About Desiree Jacobs

With a strong track record in building meaningful connections between brands and audiences, I’m skilled in developing digital media strategies, managing client engagement, and coordinating high-profile events. I bring a hands-on approach to every project, building visibility and driving growth for companies I’m passionate about. With deep expertise in PR, strategic marketing, and relationship-building, I’m dedicated to helping brands find their unique voice and make a lasting impact through creative campaigns and engaging content.

Current workplace

Desiree Jacobs's current company

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RWM Financial Group
Rwm Financial Group
Director of Client Relations and Marketing
lemoore, california, united states
Employees
3
AeroLeads page
11 roles

Desiree Jacobs work experience

A career timeline built from the work history available for this profile.

Director Of Client Relations & Marketing

United States

Coordinates with Financial Advisors to develop business relationships and partnerships on behalf of RWM Financial Group.Focused on facilitating business growth and opportunities through digital media strategies & client communication channels (social media, emails, and website)Connects with clients and prospective clients to share useful resources and content Ongoing communication with clients to ensure satisfactionSecurities offered through LPL Financial, Member FINRA/SIPC For hyperlinks to FINRA and SIPC, please refer to ‘See Contact Info’ section above.•Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.• The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

Director Of Sales And Marketing

Coalinga, Ca

Position HRIR as the most desirable upscale group/traveler/resort destination in the valley. Manage all advertising, marketing, and website. Continually strive to increase profit controlling costs, operating within budget parameters, and achieving sales goals. Manage all advertising marketing efforts, continuity, and overall professionalism. Social Media Channels via Facebook, Instagram, Twitter, Google, LinkedIn, YouTube. Directly manage multi-channel campaigns from start to finish, including strategy development, execution, and analysis based on goals. Analyze monthly KPI metrics, budget pacing, and performance trend changes.

Sep 2017 - Aug 2021

Executive Assistant To The General Manager

Coalinga, Ca

Compose internal/external correspondence and memorandums. Assist with marketing initiatives and creative design.

Apr 2016 - Sep 2017

Prime Steakhouse Server

Coalinga, Ca

Delivered exceptional, friendly and quality service well suited for customer service oriented restaurant. Skillfully anticipated and addressed guests' service needs.

Mar 2014 - Apr 2016

Executive Assistant To General Manager

Exton, Pa

Adapt well to various work assignments and constant priority changes. Office management; travel arrangements and scheduling; writing of meeting notes, agendas, expense reports etc. Demonstrated excellent written and oral communication skills. Identified needs for the sales department and developed solutions, which improved timing of data entry and relationships between sales representatives and coordinators. Served as primary contact and liaison between management, sales teams, clients, and vendors. Handled sensitive information with professionalism and integrity. Analyzed financial reports to stay on target with budget; reduced expenses, which resulted in increased savings of 10% each quarter. Negotiated pricing for the event coordination of six regional meeting with hotels, travel adn catering to stay within $4000 budget.

Jul 2005 - Feb 2007

Territory Sales Manager

Portsmouth, Virginia

Developed relationships with new and prospective customers. Reserved product and industry facts for clients and developed program benefits, which improved their business image. Managed territory of 1500 prospective customers by earning sales quota each week, which increased client base by 20%. Achieved weekly targets to set 20 appointments, 60 cold calls. 10 presentations, and obtain new information on prospective accounts.

Mar 2004 - Jul 2005

Sales Coordinator

Portsmouth, Virginia

Supported Sales Manager with a team of nine sales representatives, which covered a territory of 12,000 businesses. Utilized the Internet to research individual territories, which increased set appointments. Created presentations using PowerPoint to enhance sales. Analyzed Siebel database, which helped representatives to target prospective customers. Streamlined data to help achieve more face to face with potential customers. Saved money on materials and received timely delivery by building rapport with vendors.

Jan 2003 - Mar 2004

Sales Secretary

The Floor Source

Brodheadsville, Pennsylvania, United States

Coordinated with builders, residential customers, and mechanics to put together a schedule of installations for each week. Supervised all mechanics’ work to assure proper customer satisfaction. Resolved a wide range of customer problems by identifying problems, researching, and getting attention to the appropriate department, which resulted in 100% customer satisfaction. Purchased all materials necessary for installation. Saved money on materials and received timely delivery by building rapport with vendors.

Feb 2002 - Dec 2003

Marketing Assistant

Beacon Graphic Systems

Branchburg, New Jersey, United States

Created setup, design and production of advertising catalogs using Adobe In design. Organized sign exposition for 175 attendees, 25 vendors, and team of 35 office staff. Maintained all expenses within a budget of $10,000. Taught new personnel by creating training manuals, implemented hands on training procedures.

Apr 2000 - Feb 2002
Team & coworkers

Colleagues at RWM Financial Group

Other employees you can reach at rwmfinancialgroup.com. View company contacts for 3 employees →

FAQ

Frequently asked questions about Desiree Jacobs

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What company does Desiree Jacobs work for?

Desiree Jacobs works for RWM Financial Group.

What is Desiree Jacobs's role at RWM Financial Group?

Desiree Jacobs is listed as Director of Client Relations and Marketing at RWM Financial Group.

Where is Desiree Jacobs based?

Desiree Jacobs is based in Lemoore, California, United States while working with RWM Financial Group.

What companies has Desiree Jacobs worked for?

Desiree Jacobs has worked for Rwm Financial Group, Notary Public For The State Of California, Harris Ranch Inn & Restaurant, G&K Services, and The Floor Source.

Who are Desiree Jacobs's colleagues at RWM Financial Group?

Desiree Jacobs's colleagues at RWM Financial Group include Brahm Rossiter, Rebecca Reynolds, and Jake Taylor.

How can I contact Desiree Jacobs?

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