Santeijha Washington
Longview,Texas
Summary
Transformational Wealth Manager with a proven track record at Black Gold Enterprises, driving a 61% increase in AUM. As an expert in financial planning and client relationship management, I excel in team training and development, fostering a high-performance culture that enhances productivity and retention. I am committed to compliance and delivering tailored financial solutions.
Overview
17
17
years of professional experience
1
1
Certification
Work History
Wealth Manager (Financial Advisor | Sales Manager)
Black Gold Enterprises
Longview, Texas
01.2013 - Current
- Directed and scaled a regional team of 64 licensed financial advisors, achieving a 61% AUM increase to over $5M while expanding multi-line growth in life insurance, investments, and mortgage lending.
- Recruited, hired, and onboarded 40+ advisors, with an 82% retention rate through structured mentorship, training, and career development programs.
- Coached advisors to boost individual productivity by 65%, driving consistent, double-digit year-over-year revenue growth.
- Maintained 86%+ compliance audit scores by enforcing FINRA, SEC, state, Reg BI, and suitability standards, ensuring zero regulatory penalties.
- Increased policy and loan production by 47% while preserving compliance integrity and client-first service standards.
- Successfully originated and closed diverse loan products, including FHA, VA, USDA, and conventional mortgages, tailoring solutions to client needs.
- Designed and implemented team development programs that reduced turnover by 25% and improved overall performance across business lines.
- Delivered comprehensive financial planning solutions in retirement, education, risk management, and lending, achieving a 92% client retention rate.
Neonatal Intensive Care Unit / Patient Service Coordinator
University of Colorado Hospital
Aurora, CO
12.2011 - 05.2017
- Provided administrative and patient service support for NICU families and clinical teams in a high-stress environment.
- Coordinated admissions, medical records, and scheduling with accuracy and sensitivity.
- Liaised between physicians, nurses, and families to support clear communication and patient care continuity.
- Maintained HIPAA compliance and assisted with quality assurance audits.
Front Desk / New Patient Care Coordinator
Clinix Healing Center
Centennial, CO
05.2008 - 06.2012
- Managed new patient intake, insurance verification, and appointment scheduling for a 200+ patient monthly caseload.
- Collaborated with physicians and staff to ensure timely care delivery and positive patient experiences.
- Supported billing and claims management; reduced outstanding insurance claims by 15%.
Education
Bachelor of Science - Business Management
Metropolitan State University of Denver
Denver, CO05.2014
High School Diploma -
Montbello High School
Denver, CO01.2010
Skills
- Financial planning and investments
- Insurance and mortgage solutions
- Sales leadership and recruiting
- Regulatory compliance knowledge
- Client relationship management
- Team training and development
- Pipeline management and territory planning
- Seminar sales and referral development
Websites
Certification
- Securities Industry Essentials (SIE)
- Series 6 – Investment Company and Variable Contracts Representative
- Series 63 – Uniform Securities Agent State Law Exam (TX,CO, ID,LA, WA)
- Life Insurance Licensed (Texas, Colorado, North Carolina)
- Mortgage Loan Officer License
- NMLS ID: 2490982
References
References available upon request.
Timeline
Wealth Manager (Financial Advisor | Sales Manager)
Black Gold Enterprises
01.2013 - Current
Neonatal Intensive Care Unit / Patient Service Coordinator
University of Colorado Hospital
12.2011 - 05.2017
Front Desk / New Patient Care Coordinator
Clinix Healing Center
05.2008 - 06.2012
Bachelor of Science - Business Management
Metropolitan State University of Denver
High School Diploma -
Montbello High School
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