Lisa Blake Email & Phone Number
Senior Vice President @ U.S. Bank
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Lisa Blake Location
- Kansas City, MO, US
Lisa Blake Work
- 2023 - now Senior Vice President @
- 2016 - 2023 Vice President, Wealth Management Consultant @
- 2013 - 2016 New York Life Licensed Agent @ New York Life Insurance Company
- 2013 - 2016 Registered Representative @
- 1997 - 2008 Vice President - National Accounts @
- 2001 - 2004 Executive Director, Head of Client Management, Co-Head of Sub Advisory @
- 1997 - 2001 Vice President, Territory Manager, Bank, Trust and Third Party Administrator @
- 1992 - 1997 Marketing Manager - Intermediary and Institutional Departments @
Lisa Blake Education
- MidAmerica Nazarene University 2008 - 2010
- Emporia State University 1981 - 1982
Lisa Blake Skills
- Business Development
- Investments
- Insurance
- Small Business
- Financial Services
- Retirement
- Retirement Planning
- 401k Rollovers
- Annuity Sales
- Asset Protection
- Gifting Strategies
- Key Person Insurance
- Legacies
- Licensed Life Insurance Agent
- Succession Planning
- Mutual Funds
- Fixed Annuities
- Finance
- Asset Allocation
- CRM
- Life Insurance
- Leadership
- Management
- Wealth Management
- Licensed Life Insurance
- Microsoft Excel
- Services
- Social Media
- Securities
- Project Management
- Strategy
Lisa Blake Summary
- Lisa Blake, based in Kansas City, MO, US, is currently a Senior Vice President at U.S. Bank. Lisa Blake brings experience from previous roles at Commerce Trust Company, New York Life Insurance Company, NYLIFE Securities LLC and American Century Investments. Lisa Blake holds a 2008 - 2010 MidAmerica Nazarene University. With a robust skill set that includes Business Development, Investments, Insurance, Small Business, Financial Services and more. Lisa Blake has 2 emails and 1 mobile phone numbers on RocketReach.
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