Grimilda Ocasio-Santiago
Director of Community Impact at United Way of Youngstown and the Mahoning Valley- Claim this Profile
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Experience
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United Way of Youngstown and the Mahoning Valley
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United States
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Fundraising
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1 - 100 Employee
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Director of Community Impact
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Aug 2021 - Present
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Merrill Lynch
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United States
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Financial Services
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700 & Above Employee
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Client Associate
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Sep 2018 - Sep 2021
Responsible for account opening, customer service, sales support, providing dedicated operational tasks for multiple financial advisors. Support office initiatives, in addition to the business of specific financial advisors. Serve as the most frequent point of contact with clients and team lead on planning and executing office and client events. Responsible for account opening, customer service, sales support, providing dedicated operational tasks for multiple financial advisors. Support office initiatives, in addition to the business of specific financial advisors. Serve as the most frequent point of contact with clients and team lead on planning and executing office and client events.
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L Calvin Jones & Co.
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United States
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Insurance
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1 - 100 Employee
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Surety Bonds Account Manager
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Nov 2017 - Sep 2018
Responsible for completing bids for clients primarily in the NEO area but also nationwide. Maintaining client relationships and performing detail oriented tasks in a fast pace work environment. Responsible for completing bids for clients primarily in the NEO area but also nationwide. Maintaining client relationships and performing detail oriented tasks in a fast pace work environment.
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Resource Coordinator
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Nov 2016 - Nov 2017
Responsible for maintaining documentation requirements including data entry for case notes and updates. Recruiter, community outreach and maintaining the social media pages for non profit. Took initiative to take on payroll for over 60 participants including office staff. Responsible for students academic wellbeing and collecting necessary documentation to ensure participants meet State requirements. Responsible for maintaining documentation requirements including data entry for case notes and updates. Recruiter, community outreach and maintaining the social media pages for non profit. Took initiative to take on payroll for over 60 participants including office staff. Responsible for students academic wellbeing and collecting necessary documentation to ensure participants meet State requirements.
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Education
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Youngstown State University
Bachelor of Arts - BA, Telecommunications Management