Brooke Tomasetti Email and Phone Number
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You weren’t taught personal finance in school. And a six-figure income is no longer a silver bullet to financial success. Despite that, you’ve built a solid foundation for financial security. But what's your game plan for getting to the next level of financial freedom? Common Challenges:🔸 Absence of a real plan and direction for the future 🔸 Feeling overwhelmed and unorganized when it comes to best prioritizing your income every month🔸 Lack of confidence and knowledge around investing and managing finances ✅ What if there was a better approach that eliminated the need for guesswork and uncertainty when it comes to managing your money every month and building wealth? ✨ How would it feel to have a clear path towards your dream life, free from financial stress and limitations? ✨ How would financial independence impact your flexibility to live life on your own terms? ✨ Imagine the freedom and flexibility that come with aligning your finances with your dreams. How would that transform your life?Check my Recommendations section for more results like this:💬“I have always been good at saving but without any real plan or direction or knowing if I was doing it right. Brooke helped me feel more confident with my money moves and increasing my 401(k) since I was able to learn that if I put in the work now my money will work better for me in the future... Best investment you can do to set yourself up for your financial freedom” —Sofia, age 29, Customer Success Manager Clients I Love Working With: 🌟 Young professionals aiming to use their six-figure income to set themselves up for financial success long-term🌟 Tech, Sales + Marketing pros looking for guidance on how to optimize and automate their personal finances🌟 Remote workers and digital nomads seeking to create even more freedom and flexibility in their livesReady to achieve lifelong financial independence? Let's connect over a free strategy call: https://moneylifementor.as.me/brooke
Manifest
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Head Of Employer PartnershipsManifest Jun 2024 - PresentRemoteRetirement 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. -
Personal Finance CoachMoney Life Mentor Jan 2021 - PresentUnited StatesI 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 are looking for someone who will provide you with a non-judgmental space to learn about finances and get your priorities aligned, Brooke is your person! Brooke helped me to reprioritize, get organized, and actually get excited about the future instead of overwhelmed by what I had going on now.” —Eleanor, Senior Analyst Security Risk and Compliance💬”Working with Brooke has been a game changer for me. I have learned so much over the time spent with her about how to take control of my money flow, best practices for saving and investing, up-leveling my banks and tools to help make these processes easier, and feeling safe to ask all of the questions since no one teaches us this stuff really. I've gained more confidence about how I handle and maneuver my money, and in turn, have more confidence about going after the things I want in life.” —Cheyenne, Senior Account Executive -
Director Of Financial EducationCarbon Collective Jan 2022 - May 2024RemoteLed 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. -
Marketing StrategistCuriovision Financial Jul 2020 - Sep 2021At 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 and led implementation. Our team helped small business owners implement Profit First and make better, more profitable business decisions.• 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• Set quarterly marketing and sales objectives and prioritized action items needed to hit key results.• Created reports to highlight wins, areas of improvement, and recommendations for future initiatives.• Learned how to apply Profit First to bring increased clarity and control to businesses' finances -
Social Media Marketing And Paid Social StrategistSmartbug Media Jan 2018 - Jul 2020RemoteDrove 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 management.► Put together, executed, managed, optimized, and scaled paid media campaigns. ► Collaborated with inbound marketing consultants, designers, and copywriting teams.► Executed paid media account audits (Facebook/Instagram and LinkedIn)SmartBug is globally recognized as HubSpot's #1 intelligent inbound marketing agency. -
Marketing ConsultantSmartbug Media Aug 2016 - Jan 2018RemoteBefore 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 Marketing Strategy and Execution ► SEO► Lead Nurturing and Email Automation► Marketing Automation with HubSpot ► Blogging Strategy and Managing the blogging process from ideation to publishing and optimizing for SEO► Social Media Strategies, Management, and Implementation► Project Management -
Digital Marketing StrategistFigmints Digital Creative Marketing Jan 2015 - Aug 2016Providence, Rhode Island AreaCreated 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: WordStream, Google AdWords, LinkedIn ads, Facebook ads ✓Created high converting offers, landing pages and thank you pages ✓On-page and off-page SEO and keyword research ✓Email marketing and lead nurturing ✓Copywriting•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. -
Owner & DesignerBrooke Helen Designs Jul 2014 - Jul 2016Providence, 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
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Resident AssistantBryant University Aug 2012 - May 2015Bryant University -
Marketing InternRestored By Design Jan 2014 - Apr 2015Providence, 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 -
Business Process Analysis InternSchneider Electric May 2014 - Aug 2014West 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 -
Organizational Effectiveness And Communications InternDominion Jun 2013 - Aug 2013Millstone 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 -
Marketing InternOutthink May 2012 - Aug 2012Essex, 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
Brooke Tomasetti Skills
Brooke Tomasetti Education Details
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Frequently Asked Questions about Brooke Tomasetti
What company does Brooke Tomasetti work for?
Brooke Tomasetti works for Manifest
What is Brooke Tomasetti's role at the current company?
Brooke Tomasetti's current role is I teach women how to turn their income into lifelong financial independence | Personal Finance Coach | Employee Financial Wellness | Partnerships at Manifest 💰.
What is Brooke Tomasetti's email address?
Brooke Tomasetti's email address is br****@****ail.com
What is Brooke Tomasetti's direct phone number?
Brooke Tomasetti's direct phone number is +140148*****
What schools did Brooke Tomasetti attend?
Brooke Tomasetti attended Bryant University.
What are some of Brooke Tomasetti's interests?
Brooke Tomasetti has interest in Handmade Jewelry, Art + Design, Environment, Science And Technology, Painting, Brookehelendesigns, Sculpture, Arts And Culture.
What skills is Brooke Tomasetti known for?
Brooke Tomasetti has skills like Social Media, Teamwork, Social Media Marketing, Marketing, People Skills, Public Speaking, Time Management, Powerpoint, Market Research, Research, Microsoft Excel, Creative Strategy.
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