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Jesse Reyes Financial Services Professional Email & Phone Number

CFO for families by helping mitigate financial risk while helping them grow their estate. at Kreation Ave Group™
Location: Port Hueneme, California, United States 16 work roles 4 schools
1 work email found @bd.com 2 phones found area 805 LinkedIn matched
✓ Verified May 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email · 2 phones

Work email j****@bd.com
Direct phone (805) ***-****
LinkedIn Profile matched
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Current company
Role
CFO for families by helping mitigate financial risk while helping them grow their estate.
Location
Port Hueneme, California, United States
Company size

Who is Jesse Reyes Financial Services Professional? Overview

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Quick answer

Jesse Reyes Financial Services Professional is listed as CFO for families by helping mitigate financial risk while helping them grow their estate. at Kreation Ave Group™, a company with 2 employees, based in Port Hueneme, California, United States. AeroLeads shows a work email signal at bd.com, phone signal with area code 805, and a matched LinkedIn profile for Jesse Reyes Financial Services Professional.

Jesse Reyes Financial Services Professional previously worked as Regulatory Affairs Coordinator at Molina Healthcare and Volunteer at Surfside Iii Condominium Association. Jesse Reyes Financial Services Professional holds Master Of Business Administration (M.B.A.) from American Intercontinental University Online.

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Email format at Kreation Ave Group™

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*@bd.com
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Profile bio

About Jesse Reyes Financial Services Professional

Thanks for looking at my profile. Building foundational knowledge of technology and adapting to constant changes are some of my important qualities. My most recent experience includes assisting with document control including project management of the process workflow for improved efficiency and helping reduce errors and document turnaround time. Recognized for going above and beyond and taking on additional work. Additionally, I work in financial services assisting clients with real estate with loans, debt settlement, estate planning, retirement, business planning, college planning, insurance and much more as a full service firm. As a financial professional, providing the best service in terms of his/her needs is my utmost priority, I often build long lasting relationships with all my clients. Financial planning is something that I pride myself in terms of assisting clients in establishing a healthy financial future. Were always looking for talented individuals to join us as a remote financial associate role at my company, part-time or full-time. We've implemented AI and automation to make the work easier and offer full training.You've probably heard the warnings how AI is coming for our jobs! Instead of feeling concerned or resistant, now is the time to take action and make it your biggest advantage.We are actively leveraging these technologies, not competeing with them and making our teams 100% recession proof in an industry that's literally been around for centuries!WE PROVIDE:- 100% remote / part-time friendly work- Fully automated CRM system- Dedicated personal assistant- Comprehensive training with access to our community 400+ agentsIf you're interested to learn more, click the link, confirm your info and watch our quick 15-minute overview: l.rrh.ai/widget/form/BrkDy86sWNnzxE95hj2sCaleb will reach out after to help schedule a call with our team if you'd like to explore further.Looking forward to working with you!Email: Reyes1976_1@yahoo.comCore Competencies: ➢ Analytical ➢ FDA➢ Training➢ Regulatory➢ Detail-oriented➢ Project Management ➢ Quality Control➢ Multi-tasking➢ Marketing➢ File Standards➢Records Management ➢Document Control ➢Financial Services➢Fixed Index Annuities➢Index Universal Life➢Salesforce➢CRM➢AI and Automation

Listed skills include Customer Service, Leadership, Banking, Credit, and 31 others.

Current workplace

Jesse Reyes Financial Services Professional's current company

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Kreation Ave Group™
Kreation Ave Group™
CFO for families by helping mitigate financial risk while helping them grow their estate.
Port Hueneme, CA, US
Employees
2
AeroLeads page
16 roles

Jesse Reyes Financial Services Professional work experience

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

Regulatory Affairs Coordinator

Current

Long Beach, California, US

Prepare detailed documentation for submission to Government Agencies.Provide data entry and inventory management.Coordinate Plan Submissions to State Agencies: Lead the gathering, preparation and packaging of documents for purposes of completing a required submission to a state agency or regulator. This responsibility entails setting up a project plan for.

Oct 2024 - Present

Volunteer

Current

US

Review all financials including total maintenance/operational expenses and evaluate reserves and all income to ensure we are meeting and exceeding our budgets goals for Surfside III HOA. Participate and give feedback on spending cuts and spending increases to help balance the COA budget.

Jul 2024 - Present

Financial Services Professional

Current
Self-Employed

Educating and providing clients with a variety of financials services including life insurance, annuities, disability insurance, estate planning, property and casualty insurance, health insurance and much more. My goal is to help clients save money and make money and follow the company mission of no family left behind. My focus is middle class Americans.

Dec 2018 - Present

Document Management Specialist

Thousand Oaks, CA, US

  • Spearhead data verification activities diligently to ensure swift and accurate responses to health authorities when requests for information are received.
  • Ensure timely and appropriate workflows and procedures regarding document tracking, indexing, retrieving, and disseminating of regulatory agency submissions as defined by Regulatory Operation management.
  • Ensure that regulatory documents comply with the relevant guidelines for content and format and that the content of the document is accurate and reflects the information / data in the source documentation.
  • Aid in the creation of technical documents by providing templates for the similarity section of CTA’s and MA’s and preparing and filing NDA and BLA applications. Additionally, assist in the authoring of internal.
  • Enforce quality control measures effectively for the review and finalization of documents.
  • Actively collaborate with multidisciplinary teams to refine document processes and guarantee the accuracy, adequacy, and consistency of documents.
Aug 2023 - Aug 2024

Sr. Specialist Document Management Control

Bd

Franklin Lakes, New Jersey, US

  • I ran the US region marketing MMS business unit with over 25 marketing managers to ensure timely submission of ad/promotional documents in Veeva PromoMats.
  • Coordinate with the marketing team to handle documents, ensuring compliance with FDA regulations in Veeva Promo Mats workflow for MLR review/approval. Also, upload supporting reference documents.
  • Routing ad/promotional material and internal training material for review/approval in Veeva Promo Mats.
  • Create claim review records for medical, legal, and regulatory review. Generate Veeva reports for all document submissions and send reports to the Director of Operations and consolidating claim matrix spreadsheets for.
  • Thoroughly review and proofread content, annotating and anchoring reference links to validate claims in documents. Edit using Adobe Creative Cloud Suite before uploading to Veeva.
  • Keep the marketing team informed about document status in Veeva. Take necessary actions until documents are fully approved for distribution.
Apr 2022 - Jul 2024

Document Control Specialist (Contractor)

Bd

Franklin Lakes, New Jersey, US

Supporting the Marketing Communications Team @ BD with document workflow in Veeva PromoMats and routing the documents to medical, legal and regulatory reviewers and approvers. Additionally support the customer relationship management database (Salesforce). Other projects as assigned.

Feb 2022 - Apr 2022

Document Management Specialist

Thousand Oaks, CA, US

  • Independently edited, proofread, formatted, and/or wrote SOPs or Work Instructions based on process maps or discussions with Subject Matter Experts (SMEs) and Process Leads.
  • Provided Quality Assurance standards by quality checking/revising existing documentation according to SOPs and Guidance documents.
  • Served as a "scribe" during meetings with subject matter experts, writing documents according to templates/style guides.
  • Led a team of subject matter experts to facilitate discussions and reviews of processes and documentation. Depending on experience, may have acted as a project manager for sub-projects representing R&D Quality processes.
  • Acted as a liaison between Quality group members (e.g., Business Process Modelers) and the business (e.g., Business Process Owner, Document Owner, Authors, Subject Matter Experts).
  • Managed documents through the established R&D Document Review process using the electronic document repository (Veeva-CDOCs) and eCTD for regulatory submissions.
Oct 2022 - Apr 2023

Associate Program Manager (Contractor)

Waltham, MA, US

  • Oversaw documents including redline documents and document change orders.
  • Collaborate with product development teams to process document change orders at Thermo Fisher Scientific.
  • Handle document change orders for GTS/Clinical Program Management.
  • Manage design history files in Agile PLM.
  • Update document trackers using SharePoint.
  • Send weekly reminders for document review and approval via Agile PLM workflow.
Jun 2021 - Apr 2022

Associate Project Management Coordinator (Contractor)

Thousand Oaks, CA, US

  • Assist Research and Development with implementing electronic document management strategy and transitioning to RIM.
  • Experienced in Regulatory Submissions (IND, NDA, CTA, JNDA) for Nonclinical and/or Clinical Modules across multiple countries.
  • Manage regulated electronic documents from creation to archival following procedures and guidance documents.
  • Daily tasks: create drafts, check document quality/formatting, proofread, route for review/approval, and provide system support to users.
  • Manage document templates, create electronic metadata records, and clean up legacy documents.
  • Provide project management support for various activities and limited projects.
Oct 2020 - Apr 2021

Quality Document System Specialist (Contractor)

Santa Monica, California, US

  • My function was steward documents through Veeva Vault including change requests for CMC protocol documents and converting them to executed protocol documents.
  • Diligently support the CMC site by preparing, circulating, and handling all standard operating procedures (SOPs) and associated forms, along with other necessary documents as needed.
  • Establish and consistently maintain a Deviation, CAPA, EV, and Change Control Management System in compliance with regulatory, quality, and company requirements using GXP systems.
  • Expertly provide guidance and advice on methods, procedures, standardization, and requirements associated with this system, including computer system validation.
  • Thoroughly establish the process and procedures for identifying, collecting, distributing, and filing controlled documents for the site. This includes writing and maintaining document control procedures and actively.
  • Efficiently manage the lifecycle of SOPs and other document types utilizing a Controlled Document Management System.
Oct 2019 - May 2020

Personal Shopper

San Francisco, CA, US

Personal shopper for customers delivering groceries at requested time and location.

Jul 2019 - Dec 2019

Change Analyst (Contractor)

Minneapolis, MN, US

Analyzes proposed changes of product design to determine effect on overall product and system @ Medtronic. Coordinates modification records for management control. Establishes change orders and prepares for change authorization and documentation by company and subcontractor. Prepares reports of change effect on overall product. Reviews and analyzes.

Aug 2019 - Oct 2019

Document Management Specialist (Contractor)

Thousand Oaks, CA, US

Management of process documentation per required process (e.g. Standard Operating Procedure [SOP] on SOPs) in accordance with agreed timelines and in adherence with format, content and style guidelines, giving consideration to usability and ensuring accuracy, consistency and quality @ Amgen. Development and facilitation of the creation and/or revision of.

Feb 2019 - Apr 2019

Digital Asset Manager (Contractor)

Thousand Oaks, CA, US

Building strong relationships by training agency/supplier partners to efficiently and effectively submit digital assets for archive into Zinc @ AmgenEnsuring a regulatory release date of digital projects before archivingWorking with IS team to develop SOW for the implementation of new DAM system Created workflow for the archive process for implementation.

Jun 2014 - Nov 2018

Document Management Specialist (Contractor)

Thousand Oaks, CA, US

Processing (formatting) Standard Operating Procedures (SOP's) and other vital documents to ensure that the documents follow company policy and guidelines for Amgen. Scanning documents into company scanning software for retrieval and or archival at a later time. Indexing and importing documents into the company software for easy access and retrieval..

Nov 2012 - Jan 2014
4 education records

Jesse Reyes Financial Services Professional education

Master Of Business Administration (M.B.A.)

American Intercontinental University Online

Liberal Arts

Allan Hancock College

Bachelor Of Science (B.S.), Business Administration And Management, General

University Of Phoenix Online

Master Of Business Administration - Mba, Business Administration And Management, General

American Intercontinental University
FAQ

Frequently asked questions about Jesse Reyes Financial Services Professional

Quick answers generated from the profile data available on this page.

What company does Jesse Reyes Financial Services Professional work for?

Jesse Reyes Financial Services Professional works for Kreation Ave Group™.

What is Jesse Reyes Financial Services Professional's role at Kreation Ave Group™?

Jesse Reyes Financial Services Professional is listed as CFO for families by helping mitigate financial risk while helping them grow their estate. at Kreation Ave Group™.

What is Jesse Reyes Financial Services Professional's email address?

AeroLeads has found 1 work email signal at @bd.com for Jesse Reyes Financial Services Professional at Kreation Ave Group™.

What is Jesse Reyes Financial Services Professional's phone number?

AeroLeads has found 2 phone signal(s) with area code 805 for Jesse Reyes Financial Services Professional at Kreation Ave Group™.

Where is Jesse Reyes Financial Services Professional based?

Jesse Reyes Financial Services Professional is based in Port Hueneme, California, United States while working with Kreation Ave Group™.

What companies has Jesse Reyes Financial Services Professional worked for?

Jesse Reyes Financial Services Professional has worked for Kreation Ave Group™, Molina Healthcare, Surfside Iii Condominium Association, Self-Employed, and Amgen.

How can I contact Jesse Reyes Financial Services Professional?

You can use AeroLeads to view verified contact signals for Jesse Reyes Financial Services Professional at Kreation Ave Group™, including work email, phone, and LinkedIn data when available.

What schools did Jesse Reyes Financial Services Professional attend?

Jesse Reyes Financial Services Professional holds Master Of Business Administration (M.B.A.) from American Intercontinental University Online.

What skills is Jesse Reyes Financial Services Professional known for?

Jesse Reyes Financial Services Professional is listed with skills including Customer Service, Leadership, Banking, Credit, Microsoft Excel, Loans, Microsoft Office, and Microsoft Word.

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