Brooke Bolen

I’m a dependable and people-oriented professional who enjoys creating positive experiences and staying organized in fast-paced environments. I take pride in being adaptable, detail-oriented, and approachable, and I love opportunities where I can help others while continuing to learn and grow.

Financial Advisor at Northwestern Mutual (2025-Present)

• Provided holistic financial planning by delivering investment, insurance, and risk management strategies aligned to clients' goals and best interests
• Built strong, trust-based relationships with a diverse client base, generating referrals and long-term business through high-touch service
• Partnered with internal specialists (legal, tax, and investment teams) to develop comprehensive, client-centric financial solutions
• Maintained high standards of responsiveness and service, ensuring consistent client engagement and satisfaction

Account Executive at Paylocity (2023 – 2024)

• Owned full-cycle sales in the San Diego territory, delivering customized HR/payroll solutions by aligning client needs with business outcomes
• Built and leveraged partner networks (benefits brokers, HR consultants, financial advisors) to co-sell, expand pipeline, and drive qualified opportunities
• Utilized tools such as Salesforce, ZoomInfo, Outreach, Reachdesk, and Market to execute data-driven prospecting and improve outreach effectiveness
• Collaborated with sales peers to refine messaging, share best practices, and enhance overall sales strategy and performance

Account Executive at Paycor (2022 – 2023)

• Owned full-cycle sales in the San Diego territory, delivering customized HR/payroll solutions by aligning client needs with business outcomes
• Built and leveraged partner networks (benefits brokers, HR consultants, financial advisors) to co-sell, expand pipeline, and drive qualified opportunities
• Utilized tools such as Salesforce, ZoomInfo, Outreach, Reachdesk, and Market to execute data-driven prospecting and improve outreach effectiveness
• Collaborated with sales peers to refine messaging, share best practices, and enhance overall sales strategy and performance

Sales Development Representative at Kitman Labs (2020 – 2022)

• Generated and qualifies pipeline by targeting professional and collegiate sports organizations, leveraging data-driven storytelling to position performance analytics solutions
• Adapted outreach strategies across international (European) and U.S. markets, navigating cultural and language differences to successfully engage diverse stakeholders
• Contributed to a startup sales environment by developing prospective approaches, creating engaging content, and helping shape early go-to-market strategies
• Progressed into full-cycle sales responsibilities while collaborating with leadership to refine campaign tactics, messaging, and overall sales execution

MBA from San Diego State University

Bachelors Degree from UC Berkeley