Brooke Walter Email & Phone Number
Director of Practice Management @ Apollon Wealth Management, LLC
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Brooke Walter Location
- Denver, CO, US
Brooke Walter Work
- Director of Practice Management @ (June 2022 - Present)
- Partner and Director of Operations for Cascade Apollon @ Cascade Apollon, LLC (January 2021 - June 2022)
- Partner and Director of Client Service @ Cascade Financial Management, Inc. (September 2015 - January 2021)
- Relationship Manager - Client Service Team Manager @ Cascade Financial Management, Inc. (September 2012 - September 2015)
- Relationship Manager @ Cascade Financial Management, Inc. (September 2009 - September 2012)
- Assistant @ Cascade Financial Management, Inc. (September 2007 - August 2009)
- Assistant to the Branch Office Manager @ World Financial Group (January 2003 - December 2007)
Brooke Walter Education
- University of Colorado Denver
Bachelor’s Degree (Sociology)
2001-2003
Brooke Walter Skills
- Software Implementation
- Delegation
- Mitigation Strategies
- Strategic Thinking
- Written Communication
- Operational Excellence
- Business Systems Implementation
- Acquisition Integration
- Customer Service Operations
- Organization Skills
- Interpersonal Skills
- Soft Skills
- Client Relations
- Internal Communications
- Oral Communication
- Announcements
- Relationship Building
- Customer Service
- Critical Thinking
- Strategic Planning
- Research
- Marketing
- Onboarding
- Customer Relationship Management (CRM)
- Financial Services
- Problem Management
- Microsoft Office
- Management
- Leadership
- Employee Training
- Communication
- Skilled Multi-tasker
- Problem Solving
- Creative Problem Solving
- Skilled Relationship Builder
- Customer-focused Service
- Client-focused
- Problem Analysis
- Customer Satisfaction
Brooke Walter Summary
- Brooke Walter, based in Denver, CO, US, is currently a Director of Practice Management at Apollon Wealth Management, LLC. Brooke Walter brings experience from previous roles at Cascade Apollon, LLC and Cascade Financial Management, Inc.. Brooke Walter holds a 2001 - 2003 Bachelor’s Degree in Sociology @ University of Colorado Denver. With a robust skill set that includes Software Implementation, Delegation, Mitigation Strategies, Strategic Thinking, Written Communication and more. Brooke Walter has 2 emails and 4 mobile phone numbers on RocketReach.
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