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Blake Wilkinson, Cfa, Cfp®, Caia Email & Phone Number

MidWestOne Private Wealth Management at Cedar Rapids
Location: Cedar Rapids, Iowa, United States 5 work roles 3 schools
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Current company
Role
MidWestOne Private Wealth Management
Location
Cedar Rapids, Iowa, United States
Company size

Who is Blake Wilkinson, Cfa, Cfp®, Caia? Overview

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Quick answer

Blake Wilkinson, Cfa, Cfp®, Caia is listed as MidWestOne Private Wealth Management at Cedar Rapids, a with 501 employees, based in Cedar Rapids, Iowa, United States. AeroLeads shows a matched LinkedIn profile for Blake Wilkinson, Cfa, Cfp®, Caia.

Blake Wilkinson, Cfa, Cfp®, Caia previously worked as Chief Investment Strategist at Midwestone Bank and Portfolio Manager at Midwestone Bank. Blake Wilkinson, Cfa, Cfp®, Caia holds Bachelor Of Arts - Ba from University Of Northern Iowa.

Company email context

Email format at Cedar Rapids

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Cedar Rapids

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Profile bio

About Blake Wilkinson, Cfa, Cfp®, Caia

Chartered Financial AnalystCertified Financial PlannerChartered Alternative Investment AnalystSpecialties: Private Client AdvisingFinancial Planning

Current workplace

Blake Wilkinson, Cfa, Cfp®, Caia's current company

Company context helps verify the profile and gives searchers a useful next step.

Cedar Rapids
Cedar Rapids
MidWestOne Private Wealth Management
Cedar Rapids, IA, US
Website
Employees
501
AeroLeads page
5 roles

Blake Wilkinson, Cfa, Cfp®, Caia work experience

A career timeline built from the work history available for this profile.

Role listed

Cedar Rapids

Cedar Rapids, Ia, Us

Chief Investment Strategist

Current

Iowa City, Ia, Us

Providing high-touch Wealth Management in Cedar Rapids, Iowa.

Jun 2024 - Present

Portfolio Manager

Current

Iowa City, Ia, Us

Providing high-touch wealth management services.

Nov 2021 - Present

Managing Director & Senior Portfolio Manager

Minneapolis, Mn, Us

May 1992 - Nov 2021

Trust Operations Specialist

Bank Of America (Seafirst Corp)
May 1990 - Aug 1991
Team & coworkers

Colleagues at Cedar Rapids

Other employees you can reach at midwestone.com. View company contacts for 501 employees →

3 education records

Blake Wilkinson, Cfa, Cfp®, Caia education

Bachelor Of Arts - Ba

University Of Northern Iowa

Mba, Management / Marketing

Iowa State University

Education record

University Of London
FAQ

Frequently asked questions about Blake Wilkinson, Cfa, Cfp®, Caia

Quick answers generated from the profile data available on this page.

What company does Blake Wilkinson, Cfa, Cfp®, Caia work for?

Blake Wilkinson, Cfa, Cfp®, Caia works for Cedar Rapids.

What is Blake Wilkinson, Cfa, Cfp®, Caia's role at Cedar Rapids?

Blake Wilkinson, Cfa, Cfp®, Caia is listed as MidWestOne Private Wealth Management at Cedar Rapids.

Where is Blake Wilkinson, Cfa, Cfp®, Caia based?

Blake Wilkinson, Cfa, Cfp®, Caia is based in Cedar Rapids, Iowa, United States while working with Cedar Rapids.

What companies has Blake Wilkinson, Cfa, Cfp®, Caia worked for?

Blake Wilkinson, Cfa, Cfp®, Caia has worked for Cedar Rapids, Midwestone Bank, Us Bank, and Bank Of America (Seafirst Corp).

Who are Blake Wilkinson, Cfa, Cfp®, Caia's colleagues at Cedar Rapids?

Blake Wilkinson, Cfa, Cfp®, Caia's colleagues at Cedar Rapids include Robert Mccabe, Jim Carey, Peggy Hudson, Roger Parlett, and Curran Putney.

How can I contact Blake Wilkinson, Cfa, Cfp®, Caia?

You can use AeroLeads to view verified contact signals for Blake Wilkinson, Cfa, Cfp®, Caia at Cedar Rapids, including work email, phone, and LinkedIn data when available.

What schools did Blake Wilkinson, Cfa, Cfp®, Caia attend?

Blake Wilkinson, Cfa, Cfp®, Caia holds Bachelor Of Arts - Ba from University Of Northern Iowa.

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