Assistant Vice President, Sales Support @ (May 2008 - April 2011)
Design Consultant @ Clark Consulting (April 1991 - May 2008)
Kathleen Blake Education
Isenberg School of Management, UMass Amherst
BBA (Management)
2005-2008
Kathleen Blake Skills
• Strong knowledge of NonQualified Executive Benefit Plans and Employee Benefits
• Series 6 and 63: Life & Health licenses
• Proficient with Microsoft Office
• Strong Organizational skills and attention to detail
Possess strong analytical skills
Insurance
Defined Benefit
Series 63
Employee Benefits
Series 6
Life & Health Licenses
Customer Service
Deferred Compensation
401k Retirement Savings Plans
Strong Organizational Skills and Attention to Detail
Financial Services
Employee Benefits Design
Proficient With Microsoft Office
Life and Health Licenses
Investments
Sales
Financial Modeling
Series 6 and 63
Defined Contribution
Strategic Planning
Financial Analysis
401k
401 Retirement Savings Plans
Kathleen Blake Summary
Kathleen Blake, based in Dallas, TX, US, is currently a VP, Consulting Services at VerityPoint. Kathleen Blake brings experience from previous roles at Marsh and Clark Consulting. Kathleen Blake holds a 2005 - 2008 BBA in Management @ Isenberg School of Management, UMass Amherst. With a robust skill set that includes • Strong knowledge of NonQualified Executive Benefit Plans and Employee Benefits, • Series 6 and 63: Life & Health licenses, • Proficient with Microsoft Office, • Strong Organizational skills and attention to detail, Possess strong analytical skills and more. Kathleen Blake has 1 emails and 2 mobile phone numbers on RocketReach.
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