Billy Blase Email & Phone Number
Senior Wealth Advisor @ Focus Partners Wealth
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Billy Blase Location
- Los Angeles, CA, US
Billy Blase Work
- 2025 -now Senior Wealth Advisor @
- 2022 -2025 Senior Wealth Advisor @
- 2019 -2022 Senior Vice President - Wealth Management at Citigroup Global Markets @
- 2016 -2019 Financial Advisor @
- 2015 -2016 Client Analyst @
Billy Blase Education
- University of Southern California - Marshall School of Business
Executive Master of Business Administration
2019-2021 - Sciences Po Paris
Master of Arts - MA (International Enegy)
2012-2014 - Yale University
Bachelor's Degree
2006-2010 - Saïd Business School, University of Oxford
(Oxford FinTech Executive Program)
Billy Blase Skills
- Goal Based Wealth Management
- Portfolio Advisor
- Multi-generational Family Wealth Advising
- Holistic Goals based planning approach
- Working with Business Owners
- Executive Services
- Customized Wealth Planning
- Family Wealth Planning
- Wealth Preservation
- Risk Analysis
- Investment Portfolo Construction
- Family Legacy Planning
- Policy Analysis
- Multi Generational Family Wealth Advising
- Natural Gas
- Energy Services
- Market Research
- Energy
- Strategic Planning
- Public Policy
- Microsoft Word
- Microsoft Excel
- Marketing
- Editing
- Financial Analysis
- Renewable Energy
- Energy Efficiency
- Research
- Energy Regulation
- Energy Studies
- Alternative Investments
- Listening
- Asset Protection
- Financial Planning
Billy Blase Summary
- Billy Blase, based in Los Angeles, CA, US, is currently a Senior Wealth Advisor at Focus Partners Wealth. Billy Blase brings experience from previous roles at Focus Partners Wealth, Citi, Merrill Lynch Wealth Management and Deutsche Bank. Billy Blase holds a 2019 - 2021 Executive Master of Business Administration @ University of Southern California - Marshall School of Business. With a robust skill set that includes Goal Based Wealth Management, Portfolio Advisor, Multi-generational Family Wealth Advising, Holistic Goals based planning approach, Working with Business Owners and more. Billy Blase has 3 emails and 1 mobile phone numbers on RocketReach.
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