Blake Hayes

Blake Hayes Email and Phone Number

Wealth Management Intern @ SagePoint Financial
San Diego, CA, US
Blake Hayes's Location
San Diego, California, United States, United States
Blake Hayes's Contact Details

Blake Hayes work email

Blake Hayes personal email

n/a
About Blake Hayes

I am a San Diego native that recently graduated from the University of Oregon with a degree in Business Administration with a concentration in Finance. During my time at Oregon, I was a part of University of Oregon running club team and was a Re-founding father for my fraternity Beta Theta Pi. I am a huge sports fan and like being outdoors as much as possible. I am currently working for Stapleton Group as a Junior Associate.

Blake Hayes's Current Company Details
SagePoint Financial

Sagepoint Financial

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Wealth Management Intern
San Diego, CA, US
Website:
sagepointfinancial.com
Employees:
172
Blake Hayes Work Experience Details
  • Sagepoint Financial
    Wealth Management Intern
    Sagepoint Financial
    San Diego, Ca, Us
    View
  • J.S. Held Llc
    Junior Associate
    J.S. Held Llc Oct 2024 - Present
    Jericho, Ny, Us
    View
  • Stapleton Group, Inc.
    Junior Associate
    Stapleton Group, Inc. Apr 2023 - Oct 2024
    Los Angeles, California, Us
    View
  • Sagepoint Financial
    Wealth Management Intern
    Sagepoint Financial Oct 2022 - Mar 2023
    Phoenix, Az, Us
    • Learning multiple aspects of financial planning, analysis, Investment portfolio construction, and market research • Using analytical tools such as Morningstar Principia & Research portal, OneView, BlackRock Tax Mitigation Tools, RetireUp, as well as Excel• Helped assemble quarterly client review emails to about 100+ clients with detailed fund analysis • Became familiar and proficient at understanding market trends worldwide, historical investment return analysis, and various global investment options • Communicated with Managing Director about market updates and client inquiries
    View
  • Beta Theta Pi
    Vice President Finance
    Beta Theta Pi Dec 2020 - Dec 2021
    Oxford, Ohio, Us
    • Successfully managed and collected over $340,000 of yearly fraternity dues and rent • Collaborated with executive board preparing quarterly budgets while regularly reviewing existing budgets for compliance.• Presented financial decisions and budgets at weekly chapter and advisor meetings
    View
  • Skylake Yosemite Camp
    Summer Camp Counselor
    Skylake Yosemite Camp Jun 2021 - Aug 2021
    Wishon, Ca, Us
    • Mentored and coached 7-16 year-old children in social, recreational, and leadership activities as a counselor at a Summer sleep-away camp• Lead counselor for mountain bike activities and lifeguard certified• Interacted with parents to provide updates and address concerns about their children while at the camp
    View

Blake Hayes Education Details

  • University Of Oregon
    University Of Oregon
    General
  • Torrey Pines High School
    Torrey Pines High School

Frequently Asked Questions about Blake Hayes

What company does Blake Hayes work for?

Blake Hayes works for Sagepoint Financial

What is Blake Hayes's role at the current company?

Blake Hayes's current role is Wealth Management Intern.

What is Blake Hayes's email address?

Blake Hayes's email address is bl****@****api.org

What schools did Blake Hayes attend?

Blake Hayes attended University Of Oregon, Torrey Pines High School.

Who are Blake Hayes's colleagues?

Blake Hayes's colleagues are John L. Abrams, Marinel Romano, Susan Pratt, Teresa Anderson, Tina Jones, Liberty Lee, Peggi Moore.

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