Profilo
Mr. Matt Blake is a Portfolio Manager at Capital Investment Counsel, Inc. (Colorado).
Prior to joining Capital Investment Counsel, Mr. Blake worked at Prudential Securities as a Financial Advisor, served as assistant branch manager for Charles Schwab and was a manager of a national sales team for Jackson National Life.
At Capital Investment Counsel, he focuses on portfolio management and client relationships.
Currently he is pursuing his Certified Financial Planner designation.
He is a member of the Financial Planning Association (FPA).
Precedenti posizioni note di Matt Blake
| Società | Posizione | Fine |
|---|---|---|
Capital Investment Counsel, Inc. (Colorado)
 Capital Investment Counsel, Inc. (Colorado) Investment ManagersFinance Founded in 1990 by Chris Johnson, Capital Investment Counsel, Inc. (CIC) is a wealth management firm and registered investment advisor headquartered in Denver, Colorado. In 2007, the firm was acquired by Compass Bank, which became CIC’s sole shareholder. Compass Bank is a state-chartered banking institution. In 2007, Compass Bank’s parent company was acquired by Banco Bilbao Vizcaya Argentaria, S.A. (NYSE: BBVA). a publicly-traded multi-national banking organization based in Spain. CIC provides services to individuals, including high net-worth individuals; trusts, estates and charitable organizations; corporations or other business entities; pension and profit sharing plans; and banks or thrift institutions. | Gestore di Portafoglio-Azioni | 01/10/2012 |
Jackson National Life Distributors LLC
 Jackson National Life Distributors LLC Insurance Brokers/ServicesFinance Jackson National Life Distributors, Inc. distributes life insurance products. It wholesales and distributes retail products including variable, fixed index annuities, and mutual funds to independent and regional broker-dealers, independent agents, and financial institutions. It is a subsidiary of Jackson National Life Insurance Co. The company is headquartered in Denver, CO. | Corporate Officer/Principal | - |
| CHARLES SCHWAB | Corporate Officer/Principal | - |
| Prudential Securities | Corporate Officer/Principal | - |
Esperienze
Posizioni ricoperte
Relazioni
Relazioni di 1° grado
Aziende connesse in 1º grado
Uomo
Donna
Amministratori
Dirigenti
Società collegate
| Società quotate in Borsa | 1 |
|---|---|
| CHARLES SCHWAB | Finance |
| Aziende private | 3 |
|---|---|
Capital Investment Counsel, Inc. (Colorado)
Capital Investment Counsel, Inc. (Colorado) Investment ManagersFinance Founded in 1990 by Chris Johnson, Capital Investment Counsel, Inc. (CIC) is a wealth management firm and registered investment advisor headquartered in Denver, Colorado. In 2007, the firm was acquired by Compass Bank, which became CIC’s sole shareholder. Compass Bank is a state-chartered banking institution. In 2007, Compass Bank’s parent company was acquired by Banco Bilbao Vizcaya Argentaria, S.A. (NYSE: BBVA). a publicly-traded multi-national banking organization based in Spain. CIC provides services to individuals, including high net-worth individuals; trusts, estates and charitable organizations; corporations or other business entities; pension and profit sharing plans; and banks or thrift institutions. | Finance |
| Prudential Securities | Finance |
Jackson National Life Distributors LLC
Jackson National Life Distributors LLC Insurance Brokers/ServicesFinance Jackson National Life Distributors, Inc. distributes life insurance products. It wholesales and distributes retail products including variable, fixed index annuities, and mutual funds to independent and regional broker-dealers, independent agents, and financial institutions. It is a subsidiary of Jackson National Life Insurance Co. The company is headquartered in Denver, CO. | Finance |
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