Jeroen Leeuw

Marketing & Content Strategist

 Jaroen has 5 years of experience in digital marketing and content strategy. He specializes in developing marketing campaigns and creating engaging content for financial services. He has a background in digital marketing with a degree in Marketing Communications and has worked with various businesses to grow their online presence.

Responsibilities:

• Develop marketing strategies to promote Dulcio Financial Group’s services and products

• Oversee content creation, including blogs, newsletters, social media posts, and videos

• Implement affiliate marketing strategies and partnerships

• Analyze website traffic and optimize for better conversion rates

Skills:

• Digital Marketing Strategy

• Content Creation & SEO

• Affiliate Marketing

• Social Media Marketing

• Data Analytics

Core Values:

• Creativity and innovation

• Driving business growth through effective marketing

• Client-focused campaigns that deliver results

Ketnise Dulcio

Financial Coach & Advisor

Ketnise has 7 years of experience in financial coaching, with a strong background in helping individuals and small business owners create budgets, manage debts, and build wealth. She has a Master's degree in Administration and is a Certified Financial Coach (CFC).  Ketnise is also a member of the Financial Planning Association and regularly attends workshops on personal finance and investment strategies.

Responsibilities:

• Lead financial literacy workshops for clients and the community

• Provide one-on-one financial coaching

• Develop resources and tools for clients to manage and grow their finances

• Collaborate on content creation for workshops, digital products, and coaching sessions

Skills:

• Financial Planning

• Debt Management

• Investment Strategies

• Coaching and Mentoring

• Public Speaking

Core Values:

• Empowering others through financial education

• Integrity and trustworthiness

• Providing actionable steps toward financial freedom

Sheryl Lee Bates

Client Relations & Operations Manager

Sheryl has 6 years of experience in operations management and client relations in the financial industry. He is skilled in improving business processes and ensuring excellent customer service. David has a background in Business Administration with a focus on Operations and has worked in fast-paced environments where he helped streamline operations and enhanced client experience.

Responsibilities:

• Manage client interactions and ensure a high level of satisfaction

• Oversee day-to-day operations and ensure services are running efficiently

• Coordinate between departments to ensure smooth delivery of services

• Provide support for clients throughout their financial journey

Skills:

• Client Relationship Management

• Operations & Process Improvement

• Team Collaboration

• Customer Service Excellence

• Problem Solving

Core Values:

• Client satisfaction is key to business success

• Continuous improvement and efficiency

• Team-oriented collaboration