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Tina Beam Klinefelter, Financial Professional Turned Nomadic Entrepreneur Email & Phone Number
Multi-faceted nomadic small business owner specializing in RV living and budget travel content creation, consulting, project management, freelance work, and coaching.
at
The Undeniable Advisor
2 phones found
area 717
LinkedIn matched
✓ Verified July 2026
4 data sources
Profile completeness 86%
Current company
Role
Multi-faceted nomadic small business owner specializing in RV living and budget travel content creation, consulting, project management, freelance work, and coaching.
Location
United States
Who is Tina Beam Klinefelter, Financial Professional Turned Nomadic Entrepreneur? Overview
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Tina Beam Klinefelter, Financial Professional Turned Nomadic Entrepreneur is listed as Multi-faceted nomadic small business owner specializing in RV living and budget travel content creation, consulting, project management, freelance work, and coaching. at The Undeniable Advisor, based in United States. AeroLeads shows phone signal with area code 717 and a matched LinkedIn profile for Tina Beam Klinefelter, Financial Professional Turned Nomadic Entrepreneur.
Tina Beam Klinefelter, Financial Professional Turned Nomadic Entrepreneur previously worked as Project Manager at Apg Marketing and Principal at Free As Wheel Ever Be. Tina Beam Klinefelter, Financial Professional Turned Nomadic Entrepreneur studied at Central Atlantic School Of Banking, Bucknell University.
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The Undeniable Advisor
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Profile bio
About Tina Beam Klinefelter, Financial Professional Turned Nomadic Entrepreneur
Accomplished influential professional with proven skills and proficiency in all aspects of coaching, leadership & professional skills development, blended learning, facilitation, transition management, blogging, entrepreneurship, retail & business financial sales & service, consumer & business lending origination & underwriting and project management that can be applied to any industry. Extremely effective in building strong internal and external relationships – utilizing effective communication and innovative problem solving skills. Extensive strength, passion and creativity for coaching and developing others to stretch and grow to be the best versions of themselves. Specialties: social media management, blog writing, business start-up & management, travel planning, relationship management, coaching, motivating others, providing inspiration, skill development, leadership development, people management, mergers and acquisition, marketing, sales skills & process, business analysis, consumer & business lending, analyzing financial statements
Current workplace
Tina Beam Klinefelter, Financial Professional Turned Nomadic Entrepreneur's current company
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13 roles · 41 years
Tina Beam Klinefelter, Financial Professional Turned Nomadic Entrepreneur work experience
A career timeline built from the work history available for this profile.
Project Manager
Current
Jan 2022 - Present
Principal
CurrentInspire, Influence, Educate and Coach on RV Life | Budget Travel | Intentional Living | Mindset https://freeaswheeleverbe.com
Sep 2018 - Present
Online Community Manager For Shift Accelerator Program
Sep 2022 - Jun 2023
Content Creator
Provide content for various RV related websites affiliated with RV Life. WordPress created content is typically 500-1000 words created and includes photos and SEO optimization.
Jun 2020 - Jul 2021
Senior Program Manager/Learning & Performance Consultant (Acquired By Massmutual July 2016)
•Consulted and partnered with Executive Leadership, Business Partners (subject matter experts) and select Sales Managers to design, market, deliver and evaluate blended learning programs for 400+ field leaders•Managed simultaneous high-visibility/quick turnaround projects to deliver in-person and virtual experiential sales leadership development and on-boarding programs
Jun 2014 - Nov 2016
Vice President, Licensed Retail Sales Manager
Leads the retail consumer and small business efforts for my market. Responsible for personally generating sales and referrals as well as leading the team to successful sales and service performance. Collaborate with LOB and specialty sales force colleagues, ensuring referral and follow up proceses are in place and clients are introduced to partners. Directly manage associates and represent First Citizens in the community. Responsible for overall customer experience, branch operational integrity and associate adherence to bank policy.
Oct 2012 - Apr 2014
Avp, Store Manager
•Managed a retail driven store with deposits of $40MM and 6 employees in an emerging market of Charlotte, NC•Coached & managed all team members to grow Customer relationships for maximum performance •Partnered with the commercial team to cultivate relationships with business owners and the community which has resulted in an increase in the store’s deposit base •Responsible for making outside business calls to cultivate new relationships and achieve assigned goals •Served as Mortgage (purchases and refinances) and Small Business Loan Originator for the store
Jan 2011 - Oct 2012
Avp, Regional Sales Consultant - Investment Services
Sovereign Bank (Acquired By Santander Bank)
Trained, mentored and provided sales coaching to 70+ licensed bank employees in a large geographical area to obtain desired sales goals. Provided on-going training/sales support to the financial consultants in the same territory.
Mar 2008 - May 2009
Vp, Senior Learning Consultant
Sterling Financial Group (Acquired By Pnc Bank)
Training design, implementation & facilitation of banking courses with an emphasis on Leadership & Sales Development. Successful launch of eLearning to 1100 employees. Served as training and employee engagement leader of multi-phase customer relationship management project with high visibility.
Mar 2004 - Feb 2008
Avp, Business Lending Consultant
Waypoint Bank
Coached and developed 12 branch managers through the business lending process to meet established sales goal - to include financial analysis & market planning. Also responsible for a loan portfolio of over $5M. Managed on-going customer relationships for retention and expansion as well as cultivating new business by way of cold calling, customer referrals and internal employee relationships.
Jun 2001 - May 2003
Branch Manager
Harris Savings Bank
1996 - 2001
~5 yrs
Branch Manager
Meridian Bank
1986 - 1995
~9 yrs
5 education records
Tina Beam Klinefelter, Financial Professional Turned Nomadic Entrepreneur education
Education record
Central Atlantic School Of Banking, Bucknell University
Education record
Central Atlantic School Of Commercial Lending, Bucknell University
Education record
Instructor Development Academy, Penn State University
Education record
Nc & Sc Life & Health Insurance License
Education record
Previously Held Series 6 & 63
FAQ
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What company does Tina Beam Klinefelter, Financial Professional Turned Nomadic Entrepreneur work for?
Tina Beam Klinefelter, Financial Professional Turned Nomadic Entrepreneur works for The Undeniable Advisor.
What is Tina Beam Klinefelter, Financial Professional Turned Nomadic Entrepreneur's role at The Undeniable Advisor?
Tina Beam Klinefelter, Financial Professional Turned Nomadic Entrepreneur is listed as Multi-faceted nomadic small business owner specializing in RV living and budget travel content creation, consulting, project management, freelance work, and coaching. at The Undeniable Advisor.
What is Tina Beam Klinefelter, Financial Professional Turned Nomadic Entrepreneur's phone number?
AeroLeads has found 2 phone signal(s) with area code 717 for Tina Beam Klinefelter, Financial Professional Turned Nomadic Entrepreneur at The Undeniable Advisor.
Where is Tina Beam Klinefelter, Financial Professional Turned Nomadic Entrepreneur based?
Tina Beam Klinefelter, Financial Professional Turned Nomadic Entrepreneur is based in United States while working with The Undeniable Advisor.
What companies has Tina Beam Klinefelter, Financial Professional Turned Nomadic Entrepreneur worked for?
Tina Beam Klinefelter, Financial Professional Turned Nomadic Entrepreneur has worked for The Undeniable Advisor, Apg Marketing, Free As Wheel Ever Be, Advisorist.Com, and Rv Life.
How can I contact Tina Beam Klinefelter, Financial Professional Turned Nomadic Entrepreneur?
You can use AeroLeads to view verified contact signals for Tina Beam Klinefelter, Financial Professional Turned Nomadic Entrepreneur at The Undeniable Advisor, including work email, phone, and LinkedIn data when available.
What schools did Tina Beam Klinefelter, Financial Professional Turned Nomadic Entrepreneur attend?
Tina Beam Klinefelter, Financial Professional Turned Nomadic Entrepreneur studied at Central Atlantic School Of Banking, Bucknell University.
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