Blake Bienemann Email & Phone Number

Greater Denver Area

• Lead business development efforts in investment management, full-service retirement plans, and asset services throughout Colorado, Arizona and the Western States. •BOK Financial delivers custom-tailored solutions to critical business problems, including implementing or improving fiduciary investment processes; easing administrative burdens and costs of a retirement plan: and simplifying investment administration for over-burdened staff•Deliver institutional asset management, master trust and custody services to organizations.•Support clients including traditional for-profit and professional service firms, non-profit organizations, endowments and foundations.

Greater Denver Area

Vice President of Sales with AdvisorShares/Peritus Asset Management. Represented AdvisorShares/Peritus in the Central and Midwest regions presenting the only actively managed High Yield ETF on the NYSE via all distribution channels. In addition Peritus manages separate accounts for Institutions, Foundations and Pension Plans as well as Structured Products, CBO's and CBLO's.

Greater Denver Area

Served as a Hybrid Wholesaler, working in the Central and Midwest regions of the United States. Team with two external partners to achieve asset growth in the ETF, Mutual Fund and Closed-End Fund space. Our team covers a wide range of alternative strategies offered by ALPS Funds in a variety of unique sectors. Achieved 116% National ETF sales growth in first year and 226% sales growth in Colorado ETF assets.

Greater Denver Area

Led the internal sales operations with The Institute and worked directly with advisors and clients in the Denver area. Worked to create new relationships with a wide range of Financial Advisors in the US and introduce the unique Institute for Wealth investment portfolios to these professionals. Our team assisted Advisors in growing their business by working with them to incorporate IWM portfolios into their practice so they could focus on prospecting new clients. Achieved 10x sales growth taking monthly new business from $2M to $20M in two year period.

Greater Denver Area

Worked with a small group of highly skilled individuals to develop, create and implement a variety of unique custom solutions for both individual customers and race teams.

Bachelors, Finance

Education record