With work experience over 18 years, this professional is nowadays working at MainLine Private Wealth which is situated in 3446 as a Analyst. Blake received his education from 2011 at the Drexel University. Blake Huber has gained certifications in : Series 7, Series 66, and CFA Level I Candidate. This professional can be found in Philadelphia, Pennsylvania. To contact Blake, you can search for their phone or e-mail address or get full info by requesting access to their further details.
Name variants:
Blake Huber
Contact Information
Workplace
Analyst
Wynnewood, PA
Industry
Financial Services, Investment Advisory Service
Colleagues
Work History
Investment Analyst
Greater Philadelphia Area
• Helped facilitate a $700 million proprietary mutual fund portfolio
• Researched and performed due diligence on investments, portfolio development, and financial markets
• Used Morningstar ...
Jun 2011 — Mar 2012
Junior Investment Analyst
Greater Philadelphia Area
• Analyzed existing and prospective client portfolios to determine suitable investments for diversification
• Maintained close communication with financial consultants by taking and completi...
Apr 2010 — Sep 2010
Financial Representative
Greater Philadelphia Area
• Coordinated a jump start financial services business as a broker and built a comprehensive book of business
• Advised clients on financial security programs by offering life, disability, a...
Mar 2009 — Sep 2009
Municipal Bond Sales and Trading Assistant
Greater Philadelphia Area
• Utilized Bloomberg terminal to monitor and evaluate municipal bonds by analyzing real-time financial market data
• Assisted partners on the trading desk by completing and clearing trades t...
Mar 2008 — Mar 2009
Education
Bachelor of Science with Concentrations in Finance and Legal Studies in Business Administration
Philadelphia, PA
from 2011
2006 — 2011
Occupations
Analyst
Accountant
Finance and Accounting Specialist
Financial Broker
Investment Analyst
Analysts
Accounting Bookkeeper
Bookkeeper
Puchasing and Estimating Manager
Financial Manager
Skills
Financial Analysis
Series 7
Microsoft Excel
Bloomberg
Asset Allocation
Financial Modeling
Insurance
Hedge Funds
Economics
Chartered Financial Analyst
Mutual Funds
Equities
PowerPoint
Data Analysis
Portfolio Management
Fixed Income
ETFs
Asset Managment
Wealth Management
Strategic Financial Planning
Investment Advisory
Retirement Planning
Morningstar
Finance
Asset Allocation
Financial Analysis
Sell Side Research
FAQs about Blake Huber
What's the profession of Blake Huber?
This professional's job is Analyst
What jobs is Blake proficient at at?
Blake is proficient at Analyst jobs.
Where is Blake Huber located?
The expert is located in Philadelphia, Pennsylvania.
Where did Blake Huber work?
Blake Huber worked at MainLine Private Wealth, Lincoln Investment Planning.
Where has Blake Huber studied?
Blake studied at the Drexel University from 2011.
What are the certifications of Blake Huber?
The expert received the following certifications: Series 7, Series 66, CFA Level I Candidate, Life, Accident, Health Insurance License, Series 7, Series 66, and Life, Health, and Accident Insurance License.
What is the industry that Blake Huber is connected to?
Blake Huber works in Financial Services industry.
What are professional skills of Blake Huber?
Blake Huber has the following skills:.