Experience

Money Life Mentor

• United States
• Business Consulting and Services
• 1 - 100 Employee

• Head Financial Coach and Owner

  • Jan 2021 - Present

  United States I help busy professionals take full control of their finances to create more flexibility and options in their lives. Together we'll build a plan and the skills you need to become financially successful—whatever that looks like to you. ⭐ 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… Show more I help busy professionals take full control of their finances to create more flexibility and options in their lives. Together we'll build a plan and the skills you need to become financially successful—whatever that looks like to you. ⭐ 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 Show less



Carbon Collective

• United States
• Financial Services
• 1 - 100 Employee

• Director of Financial Education

  • Feb 2022 - Present

  Remote I work with our 401(k) clients’ employees to help them increase their financial literacy and investing knowledge through financial wellness webinars, content, and individualized support. My team and I also support our plan participants with rolling over old accounts into their current 401(k) plans. I’m a co-author of the Ultimate Guide to Sustainable Investing (Chapter 5: Investing Basics).



CurioVision Financial

• United States
• Financial Services
• 1 - 100 Employee

• Marketing Strategist

  • Jul 2020 - Sep 2021

  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 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… Show more 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 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, Facebook 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 Show less



SmartBug Media

• United States
• Advertising Services
• 100 - 200 Employee

• Social Media Marketing and Paid Social Strategist

  • Jan 2018 - Jul 2020

  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 management. ► Put together, executed, managed, optimized, and scaled paid media campaigns. ► Collaborated with inbound… Show more 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 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 Consultant

  • Aug 2016 - Jan 2018

  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 Marketing Strategy and Execution ► SEO ► Lead Nurturing and Email Automation ► Marketing Automation with HubSpot ►… Show more 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 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



Figmints Digital Creative Marketing

• United States
• Advertising Services
• 1 - 100 Employee

• Digital Marketing Strategist

  • Jan 2015 - Aug 2016

  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: WordStream, Google AdWords, LinkedIn ads, Facebook ads ✓Offer creation ✓Created high converting landing pages and thank you pages ✓Keyword research ✓On-page and off-page SEO ✓Email marketing and lead… Show more •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: WordStream, Google AdWords, LinkedIn ads, Facebook ads ✓Offer creation ✓Created high converting landing pages and thank you pages ✓Keyword research ✓On-page and off-page SEO ✓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. Show less



Brooke Helen Designs

• Owner & Designer

  • Jul 2014 - Jul 2016

  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

• United States
• Higher Education
• 700 & Above Employee

• Resident Assistant

  • Aug 2012 - May 2015

  Bryant University •Oversee the needs of 45 first-year residents including counseling peers on personal and academic concerns •Create, plan and implement educational, social and recreational programs •Act as a liaison between students and administrators •Implement and enforce administrative policies



Restored by Design

• United States
• Retail Apparel and Fashion
• 1 - 100 Employee

• Marketing Intern

  • Jan 2014 - Apr 2015

  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



Schneider Electric

• Appliances, Electrical, and Electronics Manufacturing
• 1 - 100 Employee

• Business Process Analysis Intern

  • May 2014 - Aug 2014

  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



Dominion

• United Kingdom
• Financial Services
• 1 - 100 Employee

• Organizational Effectiveness and Communications Intern

  • Jun 2013 - Aug 2013

  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… Show more •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 Show less



Outthink

• Advertising Services

• Marketing Intern

  • May 2012 - Aug 2012

  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