Blake McGinley
CFP® Professional, Senior Associate - Wealth Planner at Cerity Partners with expertise in family wealth management.
- Role
- Senior Associate - Wealth Planner at Cerity Partners
- Location
- San Francisco, CA, US
- LinkedIn followers
- 500 followers
Finance & AccountingView LinkedIn profile
About Blake McGinley
I am a financial services professional who has a firm belief that professional asset…
Experience
Senior Associate - Wealth Planner
Jan 2025 — Present · Mill Valley, CA, US
Education
Occidental College
Economics
2013 — 2018
IES Abroad
Business Administration and Management, General
2017 — 2017
Skills
- Customer Relationship Management (Crm)
- Cold Calling
- Analytical Skills
- Microsoft Word
- Problem Solving
- Microsoft Excel
- Powerpoint
- Microsoft Powerpoint
- Sales
- Sales Management
- Client Relations
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