Adam Blocki Email & Phone Number
Investment Advisor @ Schechter
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Adam Blocki Location
- Pagosa Springs, CO, US
Adam Blocki Work
- 2023 -now Investment Advisor @
- 2021 -2023 Financial Planner @
- 2019 -2021 Financial Planner @ Type Two Wealth
- 2012 -2021 Senior Portfolio Manager @
- 2011 -2013 Operations Associate @
- 2008 -2008 Accounting Intern @ Dürr Systems, Mexico
- 2007 -2007 Accounting Intern @
Adam Blocki Education
- University of Michigan
B.A. (Economics)
2006-2010
Adam Blocki Skills
- Microsoft Excel
- Cash Flow
- Account Reconciliation
- Microsoft Office
- Microsoft Word
- Financial Analysis
- Analysis
- Customer Service
- Spanish
- Strategic Planning
- Portfolio Management
- Finance
- Mesa
- Arbor
- OTT
- PowerPoint
- Windows Vista
- Business Analysis
- Marketing
- Mexico
- Hoover
Adam Blocki Summary
- Adam Blocki, based in Pagosa Springs, CO, US, is currently a Investment Advisor at Schechter. Adam Blocki brings experience from previous roles at Staub Financial Services Inc, Type Two Wealth, A Smarter Way to Invest and Caitlin John Private Wealth Management. Adam Blocki holds a 2006 - 2010 B.A. in Economics @ University of Michigan. With a robust skill set that includes Microsoft Excel, Cash Flow, Account Reconciliation, Microsoft Office, Microsoft Word and more. Adam Blocki has 3 emails and 1 mobile phone numbers on RocketReach.
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