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Paige BrooksPB
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Paige Brooks

@paigebrooks

Digital Enablement Specialist at Synergy Wealth Solutions, supporting technology across 400+ devices and training teams on software platforms.

United States
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What I'm looking for

I'm seeking a hybrid or remote position in technology application or training, operations, or development, where I can contribute to innovative projects and continue learning, teaching, and empowering teams.

At Synergy Wealth Solutions, I manage cybersecurity, software setup, and compliance policies across 400+ devices. I support a 200+ member agency with CRM systems, Office365, Windows and MacOS, and other workplace technology.

I deliver firm-wide software training and create resource guides and slide decks. I also support advisors as they transition to the agency, helping their teams learn the platforms and acclimate to the company.

Experience

Work history, roles, and key accomplishments

BH

Supervisor

Beyond Hello

Jan 2019 - Jan 2020 (1 year)

Adhered to strict state procedures for product security and accountability. Assisted in scheduling and tracking employee activities, maintained sanitation standards, and provided exemplary customer service to medical patients and daily clients.

Education

Degrees, certifications, and relevant coursework

FINRA logoFI

FINRA

Securities Industry Essentials, Securities

Passed the Securities Industry Essentials exam in May 2023.

MassMutual logoMA

MassMutual

Certified Training Facilitator, Training

Certified as a Training Facilitator by MassMutual in 2021.

Tech stack

Software and tools used professionally

Interested in hiring Paige?

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