Robert Tellez
Military Financial Counselor-Military Liaison at Marine Federal Credit Union- Claim this Profile
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English Native or bilingual proficiency
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Spanish Native or bilingual proficiency
Topline Score
Bio
Credentials
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Fellow
The Honor FoundationJan, 2023- Oct, 2024 -
Brief Fundamentals
The BRIEF LabMar, 2023- Oct, 2024
Experience
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Marine Federal Credit Union
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United States
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Banking
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100 - 200 Employee
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Military Financial Counselor-Military Liaison
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Nov 2022 - Present
• Responsible for developing new relationships with key customer segments and ensuring existing customers' requirements are exceeded. • Provides weekly financial education classes to 200+ active duty Marines and briefs to 100+ Single Marine Program members to develop financial responsibility, planning and investment management. • Responsible for developing new relationships with key customer segments and ensuring existing customers' requirements are exceeded. • Provides weekly financial education classes to 200+ active duty Marines and briefs to 100+ Single Marine Program members to develop financial responsibility, planning and investment management.
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United States Marine Corps
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United States
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Armed Forces
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700 & Above Employee
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MCIEAST/MCB Camp Lejeune Senior Advisor to Commanding General
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Oct 2020 - Nov 2022
• Served as senior enlisted leader to an organization with 91,373 personnel, assisted with ensuring the 50 department managers executed an operational budget of $5.3+ Billion, and responsible for seven installations with managed assets worth $781 Billion across 4 states, resulting in increased operational readiness, safety and fiscal responsibility.• Improved efficiency of subordinate organizations within immediate enterprise through frequent personal engagement and proactive leadership, contributing to the Service-wide Commander in Chief’s Annual Award for Installation Excellence for 2021 and 2022. • Fostered constructive relationships with local civic, educational, law enforcement community leaders and elected officials to fosters community relations and garner support. Show less
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Marine Aircraft Group 11, Senior Advisor to Group Commander
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Jan 2018 - Oct 2020
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Marine Wing Headquarters Squadron 3, Senior Advisor to Commander
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Feb 2017 - Jan 2018
• Shared responsibility for employee relations for an organization of 622 workers including 13 C-Suite leaders.
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U.S. Marine Corps Forces Special Operations Command (MARSOC)
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Armed Forces
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1 - 100 Employee
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1st Marine Raider Battalion, Senior Advisor to Special Operations Officer Commander
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Feb 2015 - Feb 2017
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3d Maintenance Battalion Senior Advisor to Commander
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Feb 2014 - Feb 2015
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3d Intelligence Battalion Senior Advisor to Commander
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Sep 2011 - Feb 2014
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1st Marine Special Operations Battalion Company Senior Advisor to Commander
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Jun 2010 - Sep 2011
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Special Operations Task Force 81 First Sergeant
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Aug 2009 - Jun 2010
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Education
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Norwich University
Strategic Studies and Defense Analysis, Military Strategic Studies, General -
American Military University
Master of Arts - MA, National Security Studies