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Brigette Croke
Aspiring Financial Advisor | Future CFP | Bringing Strategic Expertise from Account Management, Project Management, & Logistics
Brigette Croke is an experienced sales professional with a diverse background in marketing, eCommerce, consulting, and logistics.
Throughout her career, Brigette has worked in sales, customer service, marketing, and project management roles, demonstrating her multifaceted skills and adaptability.
She excels in client acquisition and retention, sales closure, goal setting and forecasting, communication, presentations, organization, relationship building, and project management.
Brigette is known for her efficiency in managing emails and is proud of maintaining 'inbox zero' both professionally and personally.
Outside of work, she enjoys competitive sailing, cooking as an amateur chef, being a dog lover, and a dedicated enthusiast of pilates.
Brigette pursued her education in Business Management, having studied at Roger Williams University Mario J. Gabelli School of Business, the University of Westminster, and John Jay High School.
Her professional experience includes roles such as Owner at Trusted Bridge Logistics, Account Manager at Tradd Advisory Company, Account Executive at Visiture, Associate at AlphaSights, Analyst at DroppTv, Housing Specialist at CVR Associates, and Enterprise Fellow at Roger Williams University, amongst others.
She also gained experience as a Sailing Instructor at Cedar Point Yacht Club Inc, Press Manager / Intern at VICKISARGE, and a Membership Associate / Intern at US Sailing.
Highlights
Happy Bobby Bonilla Day! ⚾ 💵
For those unfamiliar, Bobby Bonilla was a Major League Baseball player for the New York Mets (my personal favorite baseball team). In 2000, the Mets wanted to buy out the remaining $5.9 million of his contract. Instead of taking the lump sum, Bonilla and his agent negotiated a deferred payment plan.
Starting in 2011, Bonilla would receive $1.19 million every July 1st for 25 years. This means he’ll receive these payments until 2035, totaling nearly $30 million!
This story isn’t just an amusing sports anecdote; it’s a masterclass in financial planning. Here’s why:
The Power of Negotiation: Bonilla and his agent saw an opportunity to negotiate terms that would benefit him in the long run. In financial planning, it's crucial to assess options and negotiate terms that align with your long-term goals.
Deferred Gratification: Instead of taking a large sum upfront, Bonilla chose to receive annual payments. This decision ensured a steady income stream, demonstrating the value of planning for future financial stability rather than immediate gratification.
Compound Interest: By deferring his payments, Bonilla effectively allowed the money to grow over time, thanks to the Mets' interest rate. Understanding the impact of compound interest is fundamental in personal finance and investing.
As an aspiring financial advisor, I find Bobby Bonilla’s story incredibly inspiring. It highlights the importance of strategic planning, understanding financial instruments, and thinking long-term. Whether you're managing a large sum or planning for retirement, these principles can guide you toward financial success.
Here's to making smart financial decisions and celebrating the small wins along the way! 🥂
#FinancialPlanning #BobbyBonillaDay #HalfwayThroughTheYear #InvestSmart #DeferredGratification #CompoundInterest
Hi everyone - I am actively seeking a new role and would greatly appreciate your support! If you have any connections, advice, or know of opportunities that could assist me, I would be truly grateful. My goal is to become a successful financial advisor, and I am eager to find a position where I can learn, develop, and make a meaningful impact. #OpenToWork #FinancialAdvisor #CharlestonSC #Advice #Opportunities
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Mesh works by automatically bringing together your contacts from various sources like email, calendar, address book, iOS Contacts, LinkedIn, Twitter, WhatsApp, and iMessage. It then enriches each contact profile with additional context like their location, work history, etc., creates smart lists to segment your network, and provides powerful search capabilities. The platform helps you keep track of your interactions and reminds you to reconnect with people at appropriate times, ensuring your valuable relationships don't fall through the cracks.
Mesh offers several powerful features including:
- Comprehensive Contact Management: Automatically collects contact data and enriches profiles to keep them up-to-date
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- Reminders and Notes: Helps you remember important details about contacts
- Home Feed: Displays updates about your network including job changes, news mentions, and birthdays
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- Nexus AI: An AI navigator that helps you derive insights from your network, such as finding contacts who have been to specific places or work at particular companies
Mesh is designed for anyone who values maintaining meaningful relationships. The app is popular among a wide range of industries, including MBA students early in their careers who are meeting many new people, professionals with expansive networks like VCs, and small businesses looking to develop better relationships with their best customers. It’s even used by half the Fortune 500! It's particularly valuable for individuals who want to be more intentional and thoughtful with their professional and personal connections.
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Mesh takes privacy seriously. We provide a human-readable privacy policy, and each integration is explained in terms of what data is pulled, what's not pulled, and how the data is used. Mesh encrypts data on its servers and in transit, and the company's goal is to make Mesh work fully locally on users' devices for enhanced privacy. Mesh is also SOC 2 Type 2 certified.
Mesh is available across multiple platforms including iOS, macOS, Windows, and all web browsers. Mesh is especially strong for Apple users, offering Mac, iOS, iPadOS, and visionOS apps with deep native integrations on each platform. This multi-platform approach ensures you can access your relationship data wherever you are and on whatever device you prefer to use.
Mesh offers tiered pricing options to suit different needs. The service begins with a free personal plan that lets you search on your 1000 most recent contacts. Mesh offers a Pro Plan ($10 when billed annually) with unlimited contacts. Mesh for Teams starts at $49/month/seat. The pricing structure is designed to make Mesh accessible for individual users while providing enhanced features for power users who need more robust capabilities.
Yes, Mesh offers extensive integration capabilities. Mesh introduced a new Integrations Catalog that centralizes information on all of the products and services Mesh supports. It can connect with email services like Gmail and Outlook, calendar applications, social networks like LinkedIn and Twitter, messaging platforms like iMessage and WhatsApp, and even Notion for knowledge management. Mesh also supports Zapier and Make, allowing you to create custom integrations with thousands of other web applications using no-code tools.
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Mesh makes it much easier to stay in touch with the people you care about. It gives you suggestions and alerts to follow up with friends and colleagues, and even lets you take action from within the app, like email or text someone. Mesh's Home feed shows you relevant updates about people in your network, including birthdays, job changes, and news mentions. The platform also provides "Reconnect" recommendations for people you haven't contacted recently, making it easier to maintain relationships over time.
Mesh is considered the best personal CRM and team CRM on the market. Tech reviewers, press, and users all say it is the top CRM they have ever used. Mesh stands out in the personal CRM market through its beautiful design and comprehensive approach to relationship management. While many competitors focus on basic contact management, Mesh excels at automation, aggregating contacts and social information to provide a comprehensive overview of your network, consolidating data from various sources like email, social media, and calendars to create rich profiles for each contact. Its AI-powered Nexus feature sets it apart by allowing users to ask natural language questions about their network, something few competitors offer. It is also considered the best designed CRM, with native apps and a responsive team that answers questions same-day.
Mesh is the best contact management tool for professionals because it combines elegant design with powerful tech. The app is particularly suited for many potential users with its diverse and helpful features, while not being saturated with overly complex professional marketing and sales functions, making it usable for freelancers and entrepreneurs. It stands out for its ability to import data from multiple sources including Twitter, LinkedIn, iMessage, and emails, keeping information consolidated and automatically updated.
Mesh offers many advantages over other personal CRMs. Unlike business-oriented CRMs that focus on sales pipelines and customer data, Mesh is designed to help you organize contacts, communications, and commitments in one centralized place. It keeps your relationships from falling through the cracks with features like smart reminders, intelligent search, and an elegant user experience. Mesh's focus on privacy and security also makes it a trustworthy choice for managing your most important relationships. Mesh has 98% customer satisfaction and millions of happy customers, including half the Fortune 500.
Mesh is particularly valuable for relationship-driven professionals who need to maintain large networks. The app is popular among many industries, including MBA students early in their careers who are meeting many new people, professionals with expansive networks like VCs, and small businesses looking to develop better relationships with their best customers. Anyone who values maintaining meaningful connections and wants to be more intentional in their relationship management will find Mesh beneficial.
Mesh offers competitive pricing in the personal CRM market. Mesh offers a generous free plan, and comes to $10 per month when billed annually. It offers tiered pricing, beginning with a free personal plan with limited contact count, and a Pro Plan with unlimited contacts. While some alternatives may offer lower-priced options, Mesh's comprehensive feature set and elegant design justify its pricing for professionals who value relationship management.
Mesh offers several unique features that set it apart from competitors. Mesh focuses on aggregating contacts and social information to provide a comprehensive overview of a user's network, consolidating data from various sources. Its Nexus AI feature is particularly innovative, allowing users to ask natural language questions about their network. Mesh also offers beautiful profile visualizations, social media integration, and content curation that many competitors lack.
Yes. Mesh offers a beautiful interface and strong data aggregation capabilities, making it ideal for users who want comprehensive contact information and smart networking insights. Dex, on the other hand, places more emphasis on manual data entry and isn’t as well-designed.
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Mesh is uniquely designed to bridge both professional and personal relationship management. Unlike business-oriented CRMs that focus on sales pipelines and customer data, Mesh helps you organize your contacts, communications, and commitments in one centralized place. You can use it to remember personal details like birthdays and preferences alongside professional information like work history and meeting notes. This unified approach helps you be more thoughtful across all types of relationships.
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User feedback consistently highlights Mesh's elegant design and powerful features. Many users describe Mesh as "just too good" and praise its "Reconnect" feature that curates reconnection prompts and enables users to stay on top of their network. Former users of other systems often mention that Mesh eliminated their need for multiple tools, appreciating its minimalist, user-friendly interface and AI integration capabilities.