Summary
Overview
Work History
Education
Timeline
Generic

June Magallanes

San Jose,CA

Summary

Experienced in both the areas of healthcare and wealth care. Utilizes an education-based approach to provide solutions that help families build their financial foundation. Track record of leading high-performing teams to surpass business goals.

Overview

16
16
years of professional experience

Work History

Executive Marketing Director

Transamerica Financial Advisors, Inc and World Financial Group
03.2018 - Current
  • Built a high-performing team of 408 members through our financial literacy campaign, education, training, and ongoing professional development efforts.
  • Streamlined and implemented the business system, enhancing efficiency and production.
  • Led a diverse team of 101 financial educators and licensed financial professionals to achieve consistent revenue growth, currently averaging $1M, and business expansion in multiple states.
  • Actively involved in promoting the Financial Literacy Campaign in communities in North America.
  • Performed one-on-one and small group sessions of financial workshops and financial planning.

Senior Physician

The Permanente Medical Group
07.2009 - 08.2019
  • Pioneered the hospital's Geriatrics Homebound Primary Care Program that served the South Bay Area.
  • Served as Home Health Medical Director to help organize and streamline the home health and hospice services of Kaiser Permanente Santa Clara Medical Center.
  • Reduced hospital readmissions through effective medical care in skilled nursing facilities.
  • Led meetings that involved care planning and close collaboration with multidisciplinary teams.
  • Championed preventive medicine strategies within the practice to reduce the incidence of chronic diseases among the patient population.
  • Participated in medical advisory committees to provide expert guidance on clinical matters and inform strategic decision-making as well as peer reviews to ensure sound and safe clinical practice.

Education

M.D. - Medicine

University of Santo Tomas
Manila, Philippines
04-2000

Timeline

Executive Marketing Director

Transamerica Financial Advisors, Inc and World Financial Group
03.2018 - Current

Senior Physician

The Permanente Medical Group
07.2009 - 08.2019

M.D. - Medicine

University of Santo Tomas
June Magallanes