Brooke Juniper

Brooke Juniper Email and Phone Number

Chief Executive Officer @ Sage
Boulder, CO, US
Brooke Juniper's Location
Boulder, Colorado, United States, United States
Brooke Juniper's Contact Details

Brooke Juniper work email

Brooke Juniper personal email

About Brooke Juniper

Over her career, Brooke has held various leadership roles in wealth tech, portfolio management, asset consulting and client engagement. She has over 23 years of experience leveraging technology to scale impact and grow new businesses.

Brooke Juniper's Current Company Details
Sage

Sage

View
Chief Executive Officer
Boulder, CO, US
Website:
sage.com
Employees:
14585
Brooke Juniper Work Experience Details
  • Sage
    Chief Executive Officer
    Sage
    Boulder, Co, Us
  • Sage
    Chief Executive Officer
    Sage Mar 2024 - Present
    Boulder, Colorado, Us
  • Blackrock
    Managing Director, Head Of Digital Platform For Us Wealth Advisory
    Blackrock Jan 2022 - Mar 2024
    New York, Ny, Us
    Business owner of Advisor Center, overseeing a cross-functional team delivering BlackRock's award-winning digital experience for financial professionals on BlackRock.com. Set the vision, commercial strategy and roadmap for the digital ecosystem and portfolio toolkit serving over 100,000 wealth advisors in the US.
  • Blackrock
    Managing Director, Head Of Innovation & Scale, Head Of Ultra High Net Worth Consulting
    Blackrock Jul 2013 - Dec 2021
    New York, Ny, Us
    Co-founder and leadership team member within the US Wealth Portfolio Solutions business, responsible for driving innovation in the Portfolio Solutions product offering, and scaling the platform to reach tens of thousands of financial advisors across the United States. Transformed BlackRock's wealth distribution approach from product-led to portfolio-led. Head of Consulting for the Ultra High Net Worth segment, leading a team of consultants developing outcome-oriented portfolio solutions for institutional clients in the US Wealth Advisory channel, including home offices, top tier wealth advisors, RIAs, and their largest family and foundation accounts.
  • Blackrock
    Vp, Investment Knowledge Strategist
    Blackrock Oct 2011 - Apr 2013
    New York, Ny, Us
    Strategist within the BlackRock Investment Institute, the firm's internal think-tank. Strategic driver of 'in workflow' knowledge sharing for BlackRock's portfolio managers, responsible for creating systems and processes to develop and share investment insight across the firm.
  • Blackrock
    Vp, Portfolio Manager - Australian Equities
    Blackrock Jul 2007 - Sep 2011
    New York, Ny, Us
    Co-manager of 16 quantitative equity portfolios across a spectrum of risk levels from low TE long only to high TE equity long/short, market neutral, and option overlay strategies. Bespoke tax optimization of positions and trading for segregated portfolios, delivering a market leading tax aware investment capability.
  • Cfa Society Of Melbourne
    Board Member
    Cfa Society Of Melbourne 2007 - 2010
  • Mercer Global Investments
    Senior Investment Analyst
    Mercer Global Investments Oct 2004 - Jun 2007
    New York, Ny, Us
    Part of the investment team managing a suite of multi-sector multi-manager products as trustee of ~A$14b of pension and implemented consulting assets. Contributed to capital markets research, asset allocation and manager research and selection.
  • Mercer Global Investments
    Investment Research Consultant
    Mercer Global Investments Jun 2000 - Oct 2004
    New York, Ny, Us
    Part of the research team conducting manager research and strategic analysis for use by institutional and intermediary clients. Specialist consultant to wealth advisory firms.

Brooke Juniper Skills

Asset Management Portfolio Management Financial Modeling Investments Investment Management Equities Asset Managment Investment Strategies Asset Allocation Financial Markets Equity Research Alternative Investments Mutual Funds Relationship Management Valuation Capital Markets Wealth Management Quantitative Analytics Hedge Funds Fixed Income Risk Management Bloomberg Derivatives

Brooke Juniper Education Details

  • Cfa Institute
    Cfa Institute
    Financial Analysis
  • Caia Association
    Caia Association
    Alternative Investments
  • Securities Institute Of Australia
    Securities Institute Of Australia
    Applied Finance
  • Deakin University
    Deakin University
    Finance
  • University Of Melbourne
    University Of Melbourne
    Chemistry

Frequently Asked Questions about Brooke Juniper

What company does Brooke Juniper work for?

Brooke Juniper works for Sage

What is Brooke Juniper's role at the current company?

Brooke Juniper's current role is Chief Executive Officer.

What is Brooke Juniper's email address?

Brooke Juniper's email address is br****@****ail.com

What schools did Brooke Juniper attend?

Brooke Juniper attended Cfa Institute, Caia Association, Securities Institute Of Australia, Deakin University, University Of Melbourne.

What skills is Brooke Juniper known for?

Brooke Juniper has skills like Asset Management, Portfolio Management, Financial Modeling, Investments, Investment Management, Equities, Asset Managment, Investment Strategies, Asset Allocation, Financial Markets, Equity Research, Alternative Investments.

Who are Brooke Juniper's colleagues?

Brooke Juniper's colleagues are Tami Johnson, Nakia Mingus, Cap, Annick Le Goff, Cristina Blanco, Joseph Sangiuolo, Ilda Cadilhe, Tanvi Singh.

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