Blake Welch

Blake Welch Email and Phone Number

National Relationship Manager @ John Hancock Retirement
Phoenix, AZ, US
Blake Welch's Location
Phoenix, Arizona, United States, United States
Blake Welch's Contact Details
About Blake Welch

Blake Welch is a National Relationship Manager at John Hancock Retirement. They possess expertise in mutual funds, financial services, customer service, series 6, microsoft office and 14 more skills. They is proficient in Sign Languages.

Blake Welch's Current Company Details
John Hancock Retirement

John Hancock Retirement

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National Relationship Manager
Phoenix, AZ, US
Employees:
113
Blake Welch Work Experience Details
  • John Hancock Retirement
    National Relationship Manager
    John Hancock Retirement
    Phoenix, Az, Us
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  • John Hancock Retirement
    National Relationship Manager
    John Hancock Retirement Dec 2023 - Present
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  • John Hancock Investment Management
    Internal Wholesaler
    John Hancock Investment Management Jan 2022 - Dec 2023
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  • Infosys Bpm
    Client Administration Supervisor
    Infosys Bpm Sep 2021 - Nov 2021
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  • Infosys
    Operations Supervisor
    Infosys Oct 2020 - Jun 2021
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  • Vanguard
    Supervisor
    Vanguard Jun 2017 - Oct 2020
    Scottsdale, Arizona
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  • Vanguard
    Wealth Management Consultant
    Vanguard Oct 2010 - Jun 2017
    Scottsdale, Arizona
    * Manage a book of business consisting of high net worth Vanguard clients with retail assets of $1 million+* Conduct focused, high-touch outreach with key clients and ongoing needs assessments to identify client's unique service needs and position appropriate recommendations. * Analyze and report on client financial performance data to formulate client strategies while driving operations and supporting management. * Enhance industry and fund management knowledge through continued education while seeking opportunities to leverage company position against competitors. * Proficient and thorough understanding of Vanguard's investment methodology, policies, procedures and the investment marketplace. * FINRA licensed 6, 7, and 63.
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  • Vanguard
    Communications Associate
    Vanguard Mar 2008 - Dec 2010
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  • Arizona Diamondbacks
    Video Coordinator
    Arizona Diamondbacks Mar 2006 - Oct 2008
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  • Ktar Fm
    Producer/On-Air
    Ktar Fm 2004 - 2008
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Blake Welch Skills

Mutual Funds Financial Services Customer Service Series 6 Microsoft Office Leadership Powerpoint Public Speaking Asset Allocation Time Management Editing Social Networking Event Management Social Media Marketing Microsoft Word Microsoft Excel Advertising Sharepoint Research

Blake Welch Education Details

Frequently Asked Questions about Blake Welch

What company does Blake Welch work for?

Blake Welch works for John Hancock Retirement

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

Blake Welch's current role is National Relationship Manager.

What is Blake Welch's email address?

Blake Welch's email address is bl****@****sys.com

What schools did Blake Welch attend?

Blake Welch attended Arizona State University.

What are some of Blake Welch's interests?

Blake Welch has interest in Animal Welfare, Children, Economic Empowerment.

What skills is Blake Welch known for?

Blake Welch has skills like Mutual Funds, Financial Services, Customer Service, Series 6, Microsoft Office, Leadership, Powerpoint, Public Speaking, Asset Allocation, Time Management, Editing, Social Networking.

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