Wealth Advisor @ Kavar Capital Partners, LLC (February 2019 - October 2019)
Vice President - Business Development @ Palmer Square Capital Management, LLC (May 2017 - January 2019)
Intermediary Sales @ (June 2010 - May 2017)
Outside Sales @ Phoenix Metals Company (November 2007 - May 2010)
Participant Services @ (May 2006 - October 2007)
Blake Briscoe Education
Baker University
Masters of Business Administration, MBA
2007-2009
University of Kansas
Bachelor's Degree
2002-2005
Blake Briscoe Skills
Alternative Investments
Equities
Portfolio Management
Series 63
Securities
Investment Strategies
Investments
Investment Management
Asset Allocation
Investment Advisory
Series 7
Wealth Management
Mutual Funds
Blake Briscoe Summary
Blake Briscoe, based in Kansas City, MO, US, is currently a Private Client Advisor, Senior Vice President at Bank of America Private Bank. Blake Briscoe brings experience from previous roles at Kavar Capital Partners, LLC, Palmer Square Capital Management, LLC, Scout Investments and Phoenix Metals Company. Blake Briscoe holds a 2007 - 2009 Masters of Business Administration, MBA @ Baker University. With a robust skill set that includes Alternative Investments, Equities, Portfolio Management, Series 63, Securities and more. Blake Briscoe has 2 emails and 1 mobile phone numbers on RocketReach.
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