Blake Workman Email & Phone Number
Paraplanner @ Infinitas, LLC
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Blake Workman Location
- Overland Park, KS, US
Blake Workman Work
- 2022 -now Financial Advisor @
- 2019 -now Paraplanner @
- 2018 -2019 Director of Advisory Services @
- 2016 -2019 Director of Advisory Services @
- 2014 -2016 Financial Coordinator @ Samurai Sucess
- 2013 -2014 Kitchen Supervisor @ Hickory Park
- 2013 -2013 Kitchen Manager @ Oddfellows Burger-Kitchen
- 2006 -2011 Assistant Kitchen Manager and Corporate Trainer @
Blake Workman Education
- College for Financial Planning
Registered Paraplanner (Finance)
2016-2017 - Iowa State University - College of Business
Bachelor’s Degree (Business Administration and Management, General)
2012-2013 - Kirkwood Community College
(Business Administration and Management, General)
2008-2010
Blake Workman Skills
- Dropbox
- Microsoft Office
- Customer Service
- Financial Analysis
- Working with Investors
- Finance
- Scheduling
- Client Billing
- Time Management
- Microsoft Excel
- Client Relations
- Asset Allocation
- Marketing
- Budget Management
- Data Analysis
- Presentations
- Client Services
- Asset Management
- Time Value of Money
- Training
- Teamwork
- Investments
- Management
- Fixed Annuities
- Business Process Improvement
- Variable Annuities
Blake Workman Summary
- Blake Workman, based in Overland Park, KS, US, is currently a Paraplanner at Infinitas, LLC. Blake Workman brings experience from previous roles at Infinitas, LLC, Tony Drake's Advisor Edge, Drake & Associates, LLC and Samurai Sucess. Blake Workman holds a 2016 - 2017 Registered Paraplanner in Finance @ College for Financial Planning. With a robust skill set that includes Dropbox, Microsoft Office, Customer Service, Financial Analysis, Working with Investors and more. Blake Workman has 2 emails and 1 mobile phone numbers on RocketReach.
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