Blake Winston Email & Phone Number

Chandler, Arizona, United States

• Facilitate and interface with heirs, executors, trustees, and lawyers to transition a diverse set of deceased client accounts such as personal (individual, joint, and tenants in common), retirement, estate, custodial.
• Develop a deep level of understanding and knowledge of all Merrill and legal documents associated with each type of account that total up to 100 different documents
• Aid in the training of incoming associates on how to provide exceptional service to Merrill’s clients

Chandler, Arizona, United States

• Provided white-glove service by efficiently navigating Merrill’s online platform to identify each client’s specific needs
• Developed trust by educating clients about the various products that Merrill offers including retirement, higher education, and custodial accounts
• Collaborated with financial advisors to create pathways for each client to set and obtain their financial goals
• Demonstrated the ability to quickly assimilate new knowledge by assisting the 529 department when it was understaffed

Mesa, Arizona, United States

• Analyzed and reviewed income documentation to facilitate the loan origination process for our auto dealership clients
• Worked in a metrics-driven, fast-paced environment with a heavy emphasis on math and communication skills

Scottsdale, Arizona, United States

• Analyzed equity investments fundamentally and technically to improve risk-adjusted investment returns, with a net restructuring gain of over 7%
• Conducted fundamental research and employed predictive analytics while evaluating 6 new industries and approximately 400 organizations for new investment opportunities
• Informed investment decisions by analyzing data to forecast business, industry, and economic conditions
• Interpreted data on price, yield, stability, future investment-risk trends, economic influences, and other factors to provide insight to several hundred clients

Los Angeles, California

• Provided training, direction, encouragement, motivation, and nutritional advice to approximately 30 athletes grades 4-11 by mentoring through adversity and ambiguity to prepare them for competitive opportunities
• Instruct individuals and groups in sports rules, game strategies, and performance principles, such as specific ways of moving the body, hands, or feet, to achieve desired results
• Planned, organized, and directed 12 physical conditioning programs per week that would enable athletes to achieve maximum performance and live healthier lives
• Evaluate athletes' skills and review performance records to determine their fitness and potential in a particular position on the field

Irvine, California

• Performed analytical work on behalf of this real estate fund manager (specializing in acquisitions and improvements of multi-tenant light industrial properties in the western United States)
• Generated lists of properties for sale, their locations, descriptions, and available financing options
• Researched income tax regulations, local zoning, building and tax laws, and growth possibilities in the areas in which prospective acquisitions were located

Bachelor Of Science - Bs, Finance

Education record

A public college of scholars: Barrett, The Honors College at Arizona State University is a highly regarded, residential college for.

Education record