Alana Santarelli

Alana Santarelli Email and Phone Number

Mom | Director of Customer Success, Willow | Connecting Women and NextGen investors with trusted financial advisors @ Willow
Alana Santarelli's Location
Greater Boston, United States, United States
Alana Santarelli's Contact Details

Alana Santarelli personal email

n/a

Alana Santarelli phone numbers

About Alana Santarelli

Alana Santarelli is a Mom | Director of Customer Success, Willow | Connecting Women and NextGen investors with trusted financial advisors at Willow.

Alana Santarelli's Current Company Details
Willow

Willow

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Mom | Director of Customer Success, Willow | Connecting Women and NextGen investors with trusted financial advisors
Alana Santarelli Work Experience Details
  • Willow
    Director Of Customer Success
    Willow May 2024 - Present
    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!
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  • Willow
    Customer Success Manager
    Willow Sep 2023 - May 2024
    Boston, Massachusetts, Us
    View
  • Merrill Lynch
    Registered Wealth Management Client Associate
    Merrill Lynch Sep 2018 - Sep 2023
    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.
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  • Merrill Lynch
    Client Associate
    Merrill Lynch Jul 2017 - Sep 2018
    New York, Ny, Us
    View
  • Brand Content
    Assistant Account Executive
    Brand Content Jun 2016 - Mar 2017
    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.
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  • Her Campus Media
    Publicity Director And Events Coordinator
    Her Campus Media Jan 2014 - May 2016
    Boston, Ma, Us
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  • Her Campus Media
    Editor
    Her Campus Media Sep 2013 - May 2016
    Boston, Ma, Us
    View
  • Her Campus Media
    Editorial And Publicity Team Member
    Her Campus Media Jan 2013 - May 2016
    Boston, Ma, Us
    View
  • Grimmway Farms
    Brand Ambassador
    Grimmway Farms Jan 2016 - Apr 2016
    Us
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  • Hill Holliday
    Account Management Intern
    Hill Holliday Sep 2015 - Dec 2015
    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.
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  • Hill Holliday
    Programmatic Platform Media Summer Intern
    Hill Holliday Jun 2015 - Aug 2015
    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.
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  • U.S. Trust
    Summer Intern
    U.S. Trust Jun 2014 - Aug 2014
    Us
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  • Legal Sea Foods
    Hostess
    Legal Sea Foods Aug 2013 - Mar 2014
    Boston, Ma, Us
    View
  • Belltower Books
    Company Buyer
    Belltower Books Nov 2013 - Dec 2013
  • Pinkberry
    Team Member
    Pinkberry May 2012 - Aug 2012
  • Swampscott Recreation Department
    Tennis Instructor And Camp Counselor
    Swampscott Recreation Department Jun 2010 - Aug 2012

Alana Santarelli Education Details

  • Boston College
    Boston College
    General
  • Northeastern University
    Northeastern University
    Marketing
  • Swampscott High
    Swampscott High
    High School Diploma

Frequently Asked Questions about Alana Santarelli

What company does Alana Santarelli work for?

Alana Santarelli works for Willow

What is Alana Santarelli's role at the current company?

Alana Santarelli's current role is Mom | Director of Customer Success, Willow | Connecting Women and NextGen investors with trusted financial advisors.

What is Alana Santarelli's email address?

Alana Santarelli's email address is ad****@****way.com

What is Alana Santarelli's direct phone number?

Alana Santarelli's direct phone number is +161733*****

What schools did Alana Santarelli attend?

Alana Santarelli attended Boston College, Northeastern University, Swampscott High.

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