Alana Santarelli Email & Phone Number

Boston, Massachusetts, Us

Willow (trustwillow.com) is an award-winning wealthtech platform powering financial advisors acquisition, growth, and retention with today’s investors. Through Willow's Advisor for Women™ and Advisor for NextGen™ Certificate Programs and client matching program, advisors gain the knowledge, resources, and credentials to acquire and grow trusted relationships. Willow is an approved CE credit sponsor for CFP®, CIMA®, CPWA®, CIMC®, RMA® and CDFA®.Willow financially empowers individuals throughout all of life's journeys by connecting them with the best-fit Financial Advisor, who they can connect with on a personal level. Visit trustwillow.com to get matched for free today!

Boston, Massachusetts, Us

New York, Ny, Us

Point of contact for clients for all digital and transactional needs. Run reports and prepare necessary materials and documents for client meetings. Analyze current client data and identify opportunities to enhance the relationship. Develop repeatable processes to improve efficiency across daily functions in the role.Organize and host client events. Collaborate with internal management and outside vendors through all stages of the process. Negotiate contracts and facilitate payment and reimbursement.Manage all client gifting including budgeting, sourcing, purchase, and delivery.Increased client online services usage by an average of 10% between June 2018 and May 2019.

New York, Ny, Us

Boston, Massachusetts, Us

Led communications between agency, five client teams, and third-party vendors. Assisted in directing the development of social media content, promotions and campaigns, digital campaigns and creation of OOH advertisements with third-party vendors. Wrote creative briefs at onset of projects. - Generated an average of 1,200 entries with promotions and 1.1+ million impressions across social and digital content, including hosting microsite.- Monitored competitor and industry activity and compiled into weekly readouts for agency and clients.

Boston, Ma, Us

Boston, Ma, Us

Boston, Ma, Us

Us

Boston, Massachusetts, Us

Maintained campaign calendars for client and internal account teams. Researched competitors and created competitive decks to track competitor activity for the 2015 year. Organized equipment and props and coordinated delivery to photo shoots at off-site locations.

Boston, Massachusetts, Us

Created and managed Hill Holliday/Trilia keywords and ad groups for search. Created keyword lists for paid search for Great Wolf Lodge, John Hancock, Dunkin Donuts and TJX.- Created and presented a full-service campaign for a mock client pitch with a team of four interns.

Us

Boston, Ma, Us

Communication, General

Graduate Certificate, Marketing

High School Diploma