
victor gaxiola
co-founder and head of marketing, investment
About
Thought leader, speaker, podcast host of #HSonAir. Evangelist for digital tech adoption in Financial Services at Hearsay Social
united states
morgan hill
information technology and services
public speaking, social media marketing, social networking, blogging, social media, marketing communications, facebook, online marketing, public relations, content marketing, customer service, linkedin, thought leadership, community management, event planning, press release development, blog marketing, corporate branding, corporate communications, cross functional team leadership, leadership development, corporate blogging, coaching, media relations, twitter, social media outreach, video production, customer experience, social media development, online reputation management, social media relations, social networking strategy, general communications, new media consulting, communications strategy, online communications, online branding, publicity, visionary, integrity, google, blog management, cycling, mountain biking, kickboxing, customer relations, community marketing, social promotion, seminar speaker, promotions
Experience

co-founder and head of marketing, investment

vice president behavioral marketing
lirio
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.

front desk management- inventory control
westin hotels & resorts
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.

advisory board member
linkedfa
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.

founder and owner
red 7 marketing

social community director
sammons wealth management
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.

financial consultant
wells fargo
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.

supervisor- sales support operations center
united airlines
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.

strategic alliances project manager
united airlines
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.

sales- corporate account executive
united airlines
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.

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

airport operations- customer service representative
united airlines
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.

subject matter expert: social media
actiance, inc.
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.

co-founder and financial advisor
techgirl financial®
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

senior customer advocacy manager
hearsay systems
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.
Education
university of hong kong
business administration
live oak high school
Activities and Societies: Future Business Leaders of America (FBLA), German Club
killara high school (sydney, australia)
Payed attention in class and kept focused on getting to UCLA"]
university of california, los angeles
communication
I studied hard, enjoyed University life and watching UCLA at the Rose Bowl and courtside at Pauley Pavilion. Activities and Societies: Phi Eta Sigma, UCLA International Student Association
victor gaxiola's Contact Information
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