Blake Mcginley Email & Phone Number

San Francisco, Ca, Us

Mill Valley, California, United States

1275 S. Winchester Blvd. Ste. B San Jose, California 95128

San Francisco Bay Area

- Led and supported advisors in client meetings to close over $50M in new AUM in Q1 2022.- Cultivated new and existing relationships with 400+ independent financial advisors via cold calls, in-person meetings, and through industry or company events.- Created business plans around my advisors, which I segmented into opportunity groups based on expected AUM, stage of business maturity, and investment focus. - Presented to groups of +30 advisors on new investment products and business solutions through virtual conferences.

Encino, California

- Responsible for supporting 850 financial advisors and generating over $2.7 Billion in AUM over three years as part of the Northern California team. - $1.25B in 2021 – 127% to quota, Earned Presidents Club and Billion Dollar awards. - $850M in 2020 – 105% to quota, Earned Presidents Club award. - $700M in 2019 – 93% to quota. - Built 27 new advisor relationships to having over $5M in AUM in a fiscal year, generated over $250M in this category alone. - Motivated advisors to build repeatable business practices by using consistent investment strategies and communication materials, enabling them to secure new business and improve existing client retention. - Tracked 800+ advisors representing 35,000 end clients using Salesforce software and CRM management tools.

Encino, Ca

- Supported Western Region Sales teams in generating proposal decks and marketing materials for advisor and client meetings. - Created analytics reports of client portfolios using Morningstar and other proprietary technology.- Drove attendance of hundreds of advisors to 40+ workshops and events related to new product launches through phone and email outreach.

Searching for and researching prospective clients for tenant representative brokers. Learning about the commercial real estate industry and how to handle client relationships.

Fairfax Office

Recruiting, interviewing, and training sales representatives on Cutco products. Help run team meetings, teach sales seminars, help with customer relationships, motivate sales representatives, and occasionally make a sale myself.

Fairfax Office

Continuing my progress as a sales representative. This title means I reached the highest promotion level for a sales representative. As a Field Sales manager my main responsibility was to continue to make sales, but also to help and teach other sales representatives in my office how to sell as well.

Economics

Activities and Societies: Sigma Alpha Epsilon, Mens Club Lacrosse

Business Administration And Management, General

Study Abroad in Milan taking business classes. Classes: International Financial Markets and Investments, Intro to Startups, Managing.