Blake Phillips Email & Phone Number

Raleigh, North Carolina, United States

Denver, Colorado, United States

Greenwood Village, Colorado, United States

- Provided comprehensive financial wellness to clients, informed clients of investing options, and tax implications for their financial situations.- Executed equity, mutual fund, options, and precious metal trades and ensured client comfort with the platform for future use.- Partnered with Financial Consultants and Portfolio Specialists to assist high net worth clients and managed account clients.- Expanded responsibilities through exceptional client interactions. Maintained a 90%+ CSAT score, while assisting an average of 45 clients daily.- Diagnosed client issues and website errors swiftly to enhance client satisfaction.- Maintained a SIE, Series 7, and Series 63 license.

Oakland, California, United States

- Directed a team of 25+ ILWU Mechanics across four departments, ensuring optimal performance of container handling equipment, cranes, chassis, and refrigerated containers. - Collaborated with cross functional teams including IT, vessel, and yard operations to prioritize equipment repairs and lead various projects for operational enhancement.- Implemented engine tracking systems to establish predictive maintenance, reducing downtime and improving operational efficiency.- Networked with vendors to optimize equipment with specialized oils, lowering fuel consumption and prolonging operational hours before preventative maintenance.- Acted as the main point of contact for facilitating parts orders and managed invoice payments.- Completed daily payroll operations and handled staffing based on operational needs.

Richmond, California

- Assessed operational needs and developed solutions to save costs, improve revenues and drive customer satisfaction for each vessel.- Coordinated services with Customs and Border Patrol to prepare for the arrival and departure of internationally flagged car and oil tankers.- Oversaw multiple vessels and was in constant communication with Captains, terminals and vendors to ensure all necessary services were carried out during the port call, strengthening my 3rd Party Logistics knowledge.- Handled numerous clerical tasks including data entry, record management, and billing