Jezer Bernaldez
About Jezer Bernaldez
Jezer Bernaldez serves as the Marketing Director at World Financial Group and Transamerica, bringing over 15 years of experience in financial education and services. He has a background in sports nutrition and personal training, along with previous roles in laboratory and delivery management.
Work at World Financial Group
Jezer Bernaldez has served as the Marketing Director at World Financial Group (WFG) since 2009. With over 15 years of experience in this role, he has played a significant part in the company's marketing strategies and initiatives. His work has focused on financial education and building client relationships, contributing to the overall mission of WFG in the financial services sector.
Work at Transamerica
In addition to his role at World Financial Group, Jezer Bernaldez has also been the Marketing Director at Transamerica since 2009. His dual role in these organizations highlights his expertise in marketing within the financial services industry. Bernaldez's responsibilities include developing marketing strategies that align with the company's goals and enhancing client engagement.
Education and Expertise
Jezer Bernaldez has pursued various educational opportunities to enhance his skills. He studied at ExpertRating, where he achieved certifications in Sports Nutrition and as a Certified Personal Trainer (CPT) from 2012 to 2013. He also attended Gavilan College and Mission College, furthering his education in relevant fields. His background in nutrition and personal training complements his marketing expertise in the financial sector.
Background in Financial Services
Jezer Bernaldez has extensive experience in the financial services industry, having worked at World Financial Group since 2009. He has navigated the challenges of this sector, particularly during market fluctuations, demonstrating his ability to adapt and maintain a client-focused approach. His emphasis on trust and dedication has been crucial in building lasting relationships with clients.
Previous Work Experience
Before his current roles, Jezer Bernaldez worked as a Laboratory Technician at Teknova from 2007 to 2010, where he gained valuable technical skills. He also served as a Delivery Manager at Round Table Pizza from 2003 to 2007. These positions provided him with a diverse skill set that has contributed to his effectiveness in marketing and client relations within the financial services industry.