Hi, I’m
Brooke Santiago
Cookeville,TN
Summary
Authentic, energetic & intuitive relationship manager with an inherent drive to succeed and a demonstrated ability to cultivate mutually beneficial relationships. Exhibits a clear understanding of the operational, interpersonal and development needs of a business. Values transparency, innovation, growth, and integrity. Seeking a relevant role in an organization with shared values.
Overview
15
years of professional experience
Work History
Citizen Investment ManagementDenver, CO
Investor Relations Coordinator
06.2022 - Current
Job overview
- Forged and nurtured impactful relationships with customers to cultivate loyalty.
- Played instrumental role in client satisfaction by building out and implementing onboarding process on Moxo platform.
- Led process improvement and problem-solving efforts to create SOPs and organizational software & platform such as Asana, Front, Slack and Juniper Square.
- Liaised with sales, marketing, and management teams to develop solutions and accomplish shared objectives.
- Supported Chief Investment Officer with special projects and additional job duties.
Liberty Wealth ManagementOakland, CA
Executive Assistant/Client Service Associate
10.2019 - 05.2022
Job overview
- Manage calendar & email for President/CEO; perform gatekeeper role
- Travel coordination for CEO, family, staff & business associates
- Manage team reporting directly to CEO; lead weekly team meetings, delegate work amongst team, track & reconcile sales/opportunities
- Manage insurance & licensing firm-wide
- Liaison to Compliance, Legal IT & HR departments exhibiting highest level of discretion; responsible for recruiting, hiring & training multiple roles within the organization and creation of training materials
- Built & managed relationships crucial to success of the firm
- Maximize efficiency of business operations by collaborating with team managers to build out CRM workflows & processes
- Client service specific to financial industry including onboarding new clients, new account setup, transfers of assets, existing account maintenance & distributions, insurance/annuity applications & maintenance; resolved all client requests specific to managed accounts; managed all client communications
- Assisted CEO in procurement of $30M minimum in new client assets annually
Belay SolutionsAtlanta, GA
Virtual Executive Assistant
08.2019 - 04.2020
Job overview
- Managed executive calendars, scheduling meetings and appointments and coordinating travel arrangements to optimize time.
- Screened calls and emails and responded accordingly to support executive correspondence.
- Handled confidential and sensitive information with discretion and tact.
- Updated spreadsheets and databases to track, analyze, and report on performance and sales data.
- Used advanced software to prepare documents, reports, and presentations.
Education
Eastern Florida State CollegeCocoa, FL
Associate of Arts
05.2010
Eastern Florida State CollegeCocoa, FL
Associate of Science from Paralegal Studies
05.2009
Skills
- Managing Client Relations
- Interpersonal Communications
- Strong Problem Solver
- Project Management
- Leadership and Change Management
- Executive Management Support
- Process Improvement
- Administration and Operations
- Employee Training
- Financial Services
Timeline
Investor Relations Coordinator
Citizen Investment Management
06.2022 - Current
Executive Assistant/Client Service Associate
Liberty Wealth Management
10.2019 - 05.2022
Virtual Executive Assistant
Belay Solutions
08.2019 - 04.2020
Eastern Florida State College
Associate of Arts
Eastern Florida State College
Associate of Science from Paralegal Studies
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