Victor Gaxiola Email & Phone Number

Morgan Hill, Ca, Us

Morgan Hill, Ca, Us

Close your eyes and imagine what will you do when your money works for you?Is it a lifestyle you’re thinking about? Do you dream of building your own business? Maybe you envision travel in your retirement. We believe the key to family wealth management is finding answers to simple, yet important questions that help you gain control of your financial future. By understanding what you would like to accomplish, we can help you build your customized road map to get you from where you are now, to where you want to go. Next we implement the plan through investing with a focus on improving the overall risk and reward issues through highly customized strategies.Once a plan is formulated, our ongoing process of identifying changing goals and objectives, assessing alternatives, taking action and reviewing results may help you make effective, long-term financial decisions for years to come.Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future.After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives.We work with a community of financial professionals to continuously deliver value to all our clients.

Knoxville, Tennessee, Us

As Vice President of Behavioral Marketing at Lirio, I evangelized the innovation and adoption of persona based marketing techniques to enhance customer messaging, improve outcomes and influence behaviors that drive the best next action. Our primary focus was providing our core technology to three main verticals- Financial Services, Energy/Utilities, and Health Care. As a former financial advisor, social media consultant, and tech advocate, I championed the evolving adoption of social/digital technology in regulated industries. I continue to be motivated to challenge the status quo, and continue to be active in industry events speaking or facilitating conversations about digital transformation, innovation, and communications in the financial services space.

San Francisco, California, Us

It's all about the customer and their success!My role at Hearsay was to work closely with established customers and our internal stakeholders in Marketing, Sales and Customer Success Management to increase adoption, retention and the return on investment in Financial Social Media. My background and experience as a former financial advisor and social media consultant facilitated the ability to work closely with the community of social directors, marketers and compliance officers. I was also very active in industry events, contributing to the conversations in Financial Social Media providing content and though leadership on behalf of Hearsay. At Hearsay, I also founded the "Hearsay On the Air" Podcast on iTunes, Stitcher Radio, Soundcloud, GooglePlay and iHeart Radio, and encouraged listeners to follow the conversation on Twitter using hashtag #HSonAir. During our run we had over 100 episodes and over 25K downloads.

New York, Ny, Us

Advisory Board Member with linkedFA, now FAToday a social network for Financial & Insurance Professionals to collaborate, grow business, and increase profits. I've attended a number of linkedFA events and participate with the online community.

Redwood City, California, Us

Continuing my passion for social media and evangelizing the need for further adoption in financial services. Working with a top notch team of experts I helped regulated firms deploy social media effectively, leverage their participation to increase business opportunities ALL while complying with the regulations. I enjoyed getting all the key stakeholders in the room – HR, Legal, Compliance, Risk, Governance, Investor Relations, Corp Communications, Marketing all the lines of business and IT and Security. We got them to all talk to each other so they can work collaboratively to create social media polices for their firms that Actiance would implement. I often presented on webinars, attended industry conferences, consulted with clients, and provided a vision for where social is going.

Morgan Hill, Us

As the Founder/Owner of Red 7 Marketing, I combineded my talent for marketing, communications, coaching and project management to help small businesses and organizations incorporate social media as part of their overall marketing strategy. This included consulting on design, implementation, process and measurement of social media.As a public speaker, I shared best practices in the use of social media to engage, enrich, educate and entertain clients and grow online influence. For greater impact, I would customize my speaking engagements, training seminars and private coaching sessions to suit the needs of my clients and would occasionally teach courses on social media in my community.As a Content Marketing Curator I collected and filtered from various industry publications, links, and stories and shared them on my unique website: http://www.thesocialfinancialadvisor.com The website served as a central point of reference for financial advisors and other industry professionals looking for curated, quality content. All content was and continues to be shared on Twitter using hash tag #SocialFAI frequently participated as a commentator on Social Media in the Financial Services Industry and served as an advocate for financial advisors to further the use of social media tools in the financial services industry. I've was also featured on a number of webinars and industry publications.

Morgan Hill, Ca, Us

Upon taking the Gaxiola Financial Group independent with our new partner Cambridge Investment Research, we regrouped and co-founded techgirl FINANCIAL with a specific focus on serving women in technology in Silicon Valley. To expand our branding efforts, I served as the Social Media Marketing Manager and established our digital presence on Facebook, Twitter and LinkedIn, making us very early adopters of social media use in financial services. My primary focus was developing and managing our team marketing and communications that included: social media, website, public relations and event planning. We used social media tools in our practice we developed our connection with clients and prospects through better engagement and communication.Today, Kim continues to manage the book of business we built together and has offices in Morgan Hill and San Jose. Find her at http://www.techgirlfinancial.com

Dallas, Texas, Us

Searched and curated compelling content focused on Social Media implementation and development for the Financial Services industry. Also focused on facilitating the discussions within the Wired Advisor community on LinkedIn, Twitter, Facebook and blog posts.

San Francisco, California, Us

Co-Founded the Gaxiola Financial Group with my wife Kim, and helped build our business by focusing on sales and marketing. As a registered representative I worked with clients to develop their financial objectives and outlined a strategy to help them reach their goals. I was also the primary point of contact for all marketing and communications for the team, and coordinated all our events and advertising.

Chicago, Il, Us

Supervised and trained 20 Sales Representative at our Chicago central support center. Also coordinated and developed regional sales strategies with field District Sales Managers and Sales Representatives to increase revenue.

Chicago, Il, Us

In 2000 I moved to Chicago to work at United's World Headquarters to work as an Strategic Alliances Project Manager as the primary liaison between United and some of our Star Alliance partners including Air Canada, USAirways, and South African Airlines. I was also the project manager of the United/USAirways code-share integration team at United- the largest co-share project of its time.

Chicago, Il, Us

In 1997, I was promoted to work in the Latin Division of United and moved to Miami, Florida where I worked as a Corporate Account Executive serving the local business community.

Chicago, Il, Us

After 2 years in operations, I moved to Inside Sales where I helped support our Retail Account Executives meet and exceed their sales goals.

Chicago, Il, Us

Worked in various positions at United starting in Airport Operations at San Francisco International (SFO), including check-in, ticketing and gates. Also worked as a temporary supervisor in the International terminal check-in desk.

Worked at the Front Desk of the Century Plaza Hotel and Towers. Later I was promoted to Inventory/Rooms Control that managed the inventory of rooms for VIP guest, and airline crews. Worked closely with front desk, bell desk and concierge desk to deliver quality hospitality experience.

Ba, Interpersonal Communication Studies

Advanced Studies; Business Administration & Psychology

Hsc, English, Physics, Economics