Brooke Tomasetti Email & Phone Number

Remote

Retirement rollovers are complex, time-consuming, and a headache for most employees. Manifest removes that frustration. Our industry-changing technology makes consolidating retirement accounts seamless, saving employees hours and preserving their savings.

United States

I help busy professionals take full control of their finances to create more flexibility and options in their lives. Together, we'll develop a tailored financial plan and equip you with the personal finance skills necessary for financial success, as defined by your personal goals.⭐ Book a free strategy session: https://moneylifementor.as.me/brooke💬“If you.

Remote

• Led financial education initiatives for 403(b) and 401(k) clients, delivering wellness webinars, developing an educational platform, and providing personalized client support.
• Improved the client experience by establishing a retirement account rollover system that captured over $3.25 million in rollovers.
• Overhauled our sales process and collaborated with agency partners on a content and SEO strategy that grew monthly website traffic from 800 to 150,000 users in 15 months.
• Applied my passion for developing accessible financial wellness resources that drive meaningful change.
• Co-authored "The Ultimate Guide to Sustainable Investing," with a focus on fundamental investing principles in Chapter 5.

• At CurioVision, a Financial Services startup focused on small business profit and growth, I took on the challenge of being a marketing team of one. I developed the startup's marketing strategy, systems, and processes.
• Built the marketing strategy for the BridalVision Financial software startup, and collaborated with sales and software development on the go-to-market launch of a new software platform.
• Executed on inbound marketing tactics including blogging, social media marketing, search engine optimization, eBook/pillar page/video content creation, website updates, email marketing, and others.
• Audited our small business client's marketing and recommended high impact opportunities.
• Empowered our group coaching clients with the knowledge, content and tools to not only understand marketing tactics and principles better, but to grow their small business sales.
• Worked in HubSpot, Meta Business & Ads Manager, Google Analytics, Google Search Console, Calendly, Squarespace, and other platforms

Remote

Drove results for SmartBug Media's digital marketing clients through paid social advertising and organic social media growth strategy.► Created paid social and organic social media marketing strategies for B2B and B2C clients in different industries, from healthcare and senior living to eCommerce, luxury home remodeling, and financial planning and wealth.

Remote

Before being promoted to Social Media/Paid Media Strategist, I worked as a Marketing Consultant at SmartBug with a team of incredible marketers, designers, and developers to drive marketing and sales results for clients in different industries, from technology to healthcare and e-commerce. As a Marketing Consultant, my job included mastering:► Content.

Providence, Rhode Island Area

• Created and executed digital marketing strategies for clients and the agency; including: ✓Wrote, optimized, promoted blog posts ✓Social media management, monitoring, and content creation ✓Online ad management.
• Completed deliverables within the project budget and timeline
• Communicated & collaborated with marketing, design, and web development teams
• Acted as an Account Manager for 4-6 clients at a time
• Excelled in a fast-paced, startup environment Won Honorable Mention for the Integrations Innovation HubSpot Impact Award for an interactive client tool project.

Providence, Rhode Island Area

• Designer and creator of headpieces, floral crowns, and custom jewelry for brides and other special occasion clients
• Featured in The Providence Journal and on the runway at StyleWeek Providence and Boston Fashion Week 2014

Bryant University

Providence, Rhode Island Area

• Create marketing material and online marketing content to build brand awareness
• Coordinate social media marketing channels
• Strategy and execution of social media tactical plan
• Assist at runway shows including StyleWeek Northeast in Providence and Boston Fashion Week
• Design handmade headpieces for runway shows and style collaborations

West Kingston, RI

• Worked with Marketing & Sales Process team researching adult learning best practices and formed a benchmark to devise a strategy for improving the partner training program
• Analyzed the opportunity registration program process internally and from the partners’ perspective to determine when and which sales tools to provide partners

Millstone Nuclear Power Plant In Waterford, CT

• Conducted interviews, attended station meetings, analyzed data, and reported findings as a member of a formal self assessment team for the Millstone Excellence Plan
• Led intern team as Editor and Creative Director of a newsletter connecting station personnel to the intern program
• Took photos, collaborated on a magazine article for Communications
• Worked with Environmental Services, measured and tagged lobster and flounder, collected data
• Unescorted access to a U.S. nuclear facility

Essex, CT

• Completed market research on various companies and industries
• Edited press releases and content for Royal Caribbean’s press center
• Helped build the electronic Design Sample Library to make it easy for the team to locate past work
• Shadowed Account Services for two weeks, worked on proofing jobs, client research, processing creative requests, creating job jackets
• Worked in production with Team TV, transcribed interviews, logged video clips