Jamie Block Email
Partner, Market Leader @ Mercer Advisors
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Jamie Block Location
- Fairport, NY, US
Jamie Block Work
- Partner, Market Leader @ (September 2017 - Present)
- Adjunct Professor @ (August 2022 - December 2023)
- Principal @ (January 2008 - August 2017)
- Senior @ (September 2005 - December 2007)
- Financial Services Field Specialist @ (June 1999 - October 2004)
Jamie Block Education
- University of Rochester - Simon Business School
MBA (Public/Corp. Accounting & Finance)
2003-2006 - Cornell University
BS (Animal Science)
1995-1999
Jamie Block Skills
- Accounting
- Analysis
- Asset Management
- Auditing
- Estate Planning
- Excel
- Federal & State Income Tax Compliance
- Financial Planning
- Financial Reporting
- Income Tax
- Investments
- Microsoft Excel
- Microsoft Word
- Payroll
- Personal Financial Planning
- Personal Income Tax Returns
- Portfolio Management
- PowerPoint
- QuickBooks
- Retirement Planning
- Strategic Financial Planning
- Tax
- Tax Preparation
- Wealth Management
- Word
Jamie Block Summary
- Jamie Block, based in Fairport, NY, US, is currently a Partner, Market Leader at Mercer Advisors. Jamie Block brings experience from previous roles at Nazareth College, Wealth Design Services, Inc., Davie Kaplan, CPA, P.C. and Farm Credit of WNY, ACA (Now: Farm Credit East, ACA). Jamie Block holds a 2003 - 2006 MBA in Public/Corp. Accounting & Finance @ University of Rochester - Simon Business School. With a robust skill set that includes Accounting, Analysis, Asset Management, Auditing, Estate Planning and more. Jamie Block has 2 emails on RocketReach.
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