Jeffrey Martinez
About Jeffrey Martinez
Jeffrey Martinez is an Internal Wholesaler at Transamerica Retirement Solutions, where he has worked since 2015 in Denver, Colorado. He has a background in financial advising and sales and marketing, with previous roles at MetLife, Woodbury Financial Services, and Manheim Auctions.
Work at Transamerica
Jeffrey Martinez has served as an Internal Wholesaler at Transamerica Retirement Solutions since 2015. In this role, he is responsible for supporting sales efforts and providing product knowledge to financial advisors. His tenure at Transamerica spans over nine years, during which he has contributed to the company's objectives in Denver, Colorado.
Previous Experience in Financial Services
Before joining Transamerica, Jeffrey Martinez worked as a Financial Advisor at MetLife from 2011 to 2013. He also held a similar position at Woodbury Financial Services for one year, from 2014 to 2015. These roles involved advising clients on financial products and strategies, enhancing his expertise in the financial services sector.
Sales and Marketing Leadership
Jeffrey Martinez was the Director of Sales & Marketing for Dealer Tech Services at Manheim Auctions from 1997 to 2003. In this capacity, he managed sales strategies and marketing initiatives, focusing on dealer services. His experience in this role contributed to his understanding of market dynamics and client engagement.
Education and Expertise
Jeffrey Martinez studied at Southern Illinois University, Carbondale, where he earned a degree in Business Administration and Management from 1990 to 1995. This educational background provided him with foundational knowledge in business principles, which he has applied throughout his career in various financial and sales roles.