Senior Vice President and Branch Manager @ Sutro & Co (January 1998 - January 2005)
Senior Vice President @ (January 1988 - January 1998)
Vice President @ (January 1981 - January 1988)
Account Executive @ (January 1979 - January 1981)
Blake Todd Education
University Of California - Santa Cruz
Bachelor of Arts (History)
1975-1977
Pepperdine University 1973-1975
Blake Todd Skills
Alternative Investments
Asset Allocation
Asset Managment
Equities
Estate Planning
Financial Advisory
Financial Planning
Financial Services
Investment Advisory
Investment Strategies
Investments
Mutual Funds
Portfolio Management
Retirement Planning
Securities
Securities Branch Management
Series 63
Series 65
Series 7
Wealth Management
Blake Todd Summary
Blake Todd, based in Tallahassee, FL, US, is currently a Senior Vice President, Portfolio Manager at DA Davidson & Co.. Blake Todd brings experience from previous roles at Two Oaks Investment Management, d.a. Davidson Companies, Sutro & Co and Morgan Stanley. Blake Todd holds a 1975 - 1977 Bachelor of Arts in History @ University Of California - Santa Cruz. With a robust skill set that includes Alternative Investments, Asset Allocation, Asset Managment, Equities, Estate Planning and more. Blake Todd has 2 emails and 5 mobile phone numbers on RocketReach.
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