Tina Beam Klinefelter, Financial Professional Turned Nomadic Entrepreneur Email and Phone Number
Tina Beam Klinefelter, Financial Professional Turned Nomadic Entrepreneur personal email
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Tina Beam Klinefelter, Financial Professional Turned Nomadic Entrepreneur phone numbers
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
The Undeniable Advisor
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The Undeniable Advisor
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Project ManagerApg Marketing Jan 2022 - Present -
PrincipalFree As Wheel Ever Be Sep 2018 - PresentGreen Cove Springs, Florida, UsInspire, Influence, Educate and Coach on RV Life | Budget Travel | Intentional Living | Mindset https://freeaswheeleverbe.com -
Online Community Manager For Shift Accelerator ProgramAdvisorist.Com Sep 2022 - Jun 2023Denver, Co, Us -
Content CreatorRv Life Jun 2020 - Jul 2021Southlake, Texas, UsProvide 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. -
Senior Program Manager/Learning & Performance Consultant (Acquired By Massmutual July 2016)Metlife Jun 2014 - Nov 2016New York, Ny, Us•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 -
Vice President, Licensed Retail Sales ManagerFirst Citizens Bank & Trust Of South Carolina Oct 2012 - Apr 2014Columbia, Sc, UsLeads 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. -
Avp, Store ManagerTd Jan 2011 - Oct 2012Toronto, Ontario, Ca•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 -
Avp, Regional Sales Consultant - Investment ServicesSovereign Bank (Acquired By Santander Bank) Mar 2008 - May 2009Trained, 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.
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Vp, Senior Learning ConsultantSterling Financial Group (Acquired By Pnc Bank) Mar 2004 - Feb 2008Training 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.
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Avp, Business Lending ConsultantWaypoint Bank Jun 2001 - May 2003Coached 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.
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Branch ManagerHarris Savings Bank 1996 - 2001
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Branch ManagerMeridian Bank 1986 - 1995
Tina Beam Klinefelter, Financial Professional Turned Nomadic Entrepreneur Education Details
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Central Atlantic School Of Banking, Bucknell University -
Central Atlantic School Of Commercial Lending, Bucknell University
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Instructor Development Academy, Penn State University
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Nc & Sc Life & Health Insurance License
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Previously Held Series 6 & 63
Frequently Asked Questions about Tina Beam Klinefelter, Financial Professional Turned Nomadic Entrepreneur
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 current company?
Tina Beam Klinefelter, Financial Professional Turned Nomadic Entrepreneur's current role is Multi-faceted nomadic small business owner specializing in RV living and budget travel content creation, consulting, project management, freelance work, and coaching..
What is Tina Beam Klinefelter, Financial Professional Turned Nomadic Entrepreneur's email address?
Tina Beam Klinefelter, Financial Professional Turned Nomadic Entrepreneur's email address is ti****@****hoo.com
What is Tina Beam Klinefelter, Financial Professional Turned Nomadic Entrepreneur's direct phone number?
Tina Beam Klinefelter, Financial Professional Turned Nomadic Entrepreneur's direct phone number is +171780*****
What schools did Tina Beam Klinefelter, Financial Professional Turned Nomadic Entrepreneur attend?
Tina Beam Klinefelter, Financial Professional Turned Nomadic Entrepreneur attended Central Atlantic School Of Banking, Bucknell University, Central Atlantic School Of Commercial Lending, Bucknell University, Instructor Development Academy, Penn State University, Nc & Sc Life & Health Insurance License, Previously Held Series 6 & 63.
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