Bridgett Santiago
Jacksonville
Summary
Dynamic financial services professional with over 10 years of experience managing ultra-high-net-worth individuals and cultivating strong wealth management relationships. Expertise encompasses consumer and commercial banking, structured lending, trust, credit, corporate, institutional, and investment sectors. Proven success in client relationship management and portfolio analysis as an investment consultant, with a track record of managing assets exceeding $100 million while ensuring compliance with industry regulations. Possesses 3 years of management experience and is authorized to work in the US for any employer.
Overview
1
1
Certification
12
12
years of professional experience
Work History
Relationship Coordinator
Deutsche Bank
Jacksonville, FL
08.2022 - Current
- Collaborated with underwriters to ensure timely processing and approval of loan applications
- Managed a portfolio of $100+ million high net worth clients, providing personalized financial advice and solutions
- Developed and maintained strong relationships with clients, resulting in an increase in client retention
- Conducted regular reviews of client portfolios to identify opportunities for upselling or rebalancing investments
- Developed and implemented strategies to mitigate risks and protect the bank's assets
- Maintained strict adherence to regulatory requirements such as Anti-Money Laundering (AML) guidelines
- Assisted clients with account opening procedures, ensuring compliance with regulatory requirements
- Provide back-up coverage when bankers are unavailable, provide timely and accurate follow-up for assigned projects, serve as primary contact for clients, handle problems before they become significant, and prepare customized reports/summaries as it is needed
- Organize and maintain files, correspondence, and records in accordance with policy; facilitate client directed transactions (including account closures, maintenance, etc.)
- Responsible for new client adoptions – Know Your Client (KYC), account opening, etc.; manage and drive all Event Driven Reviews and regularly review KYCs to completion
- Provide support to assigned banker(s) in acquisition of new clients and revenue streams; maintain deal pipeline to reflect current prospects, active deals, and revenue estimates
Investment Consultant
Merrill Edge
Jacksonville, FL
08.2020 - 08.2022
- Conducted in-depth research and analysis of various investment opportunities including stocks, bonds, mutual funds, and alternative investments
- Built strong relationships with clients through regular communication and proactive portfolio monitoring
- Managed assets worth over $XX million across multiple client accounts
- Stayed up-to-date with the latest industry regulations and compliance requirements related to investment advisory services
- Monitored client portfolios on an ongoing basis to ensure alignment with their stated objectives and risk profiles
Client Services Representative
Bank of America
Jacksonville, FL
03.2017 - 08.2020
- Responsible for handling personal and commercial transactions. This includes maintaining a drawer, working close to relationship managers and personal bankers while up-selling products. Products include credit cards, refinancing, convenience banking opportunities for the customers and small business owners. Experienced in resolving a different spectrum of complaints and matters for clients.
Assistant Manager
Zaxby's
Jacksonville, FL
01.2014 - 01.2017
- Responsible for operating as store manager while not in the presence of the general manager. This includes overseeing hiring, simultaneously working to accomplish labor and performance goals as a team, and providing superior customer service.
Education
Bartram Trail High School
Jacksonville, FL01.2013
Associate of Applied Science - Finance
Florida State College
Jacksonville, FL08.2028
Skills
- Attention to detail
- Regulatory compliance
- Customer support management
- Empathy cultivation
- Concise written communication
- Client management
- Building professional relationships
- Cross-functional coordination
- Brand representation
- Feedback collection
- Excellent communication
- Effective relationship management
- Effective strategic communications
Certification
SIE certification achieved
Timeline
Relationship Coordinator
Deutsche Bank
08.2022 - Current
Investment Consultant
Merrill Edge
08.2020 - 08.2022
Client Services Representative
Bank of America
03.2017 - 08.2020
Assistant Manager
Zaxby's
01.2014 - 01.2017
Bartram Trail High School
Associate of Applied Science - Finance
Florida State College
Additional Information
- SKILLS
- PowerPoint
- Exceptional problem solving and interpersonal skills
- Experience with working in team oriented settings
- Adept at following complex directions
- Able and willing to assume leadership positions
- +5 years experience customer service as a cashier
- Experience in payroll and scheduling
- Experience in hiring and training employees
- Maintains composure in stressful situation
- Exceptional positivity and optimism
- Ability to very quickly learn new concepts