Gary Bladen Email & Phone Number

New York, Ny, Us

Consults and advices clients on financial planning, investment strategy, and all aspects of wealth management. Responsible for developing and executing marketing strategies for target markets. Generates leads, engages prospective clients and delivers service model for current clients. Proficient in CRM, spreadsheet and presentation software such as Salesforce and Microsoft Office. Guides clients through a goals-based wealth management process. Assesses needs, develops strategies, presents proposals and maintains ongoing review of progress toward goals. Speaker and coordinator for public workshops and seminars. Partners and collaborates with businesses, venues, third party presenters and attendees. Uses a comprehensive understanding of a client’s financial picture to recommend a strategy for saving and investing towards goals, while managing liabilities. Specialist in environmental and social investing. Strong understanding and passion for sustainability.Professional Designations: Series 7, Series 66, Variable & Life Insurance, Certified Special Needs Advisor

Researcher and strategist for multiple initiatives, including sustainable solutions and urban farming. Develops attractive solutions to reduce environmental impact of the company's developments, including The Gateway on Fremont Park in Sacramento. Marketing specialist, including social media marketing and company presentation collaterals. Responsible for all website content and social media sites such as Twitter, Facebook, Youtube and others.

Member of the Mayor's "Greenwise" project team. Supported the development of a regional action plan to transform the area into a leader in sustainability and a hub for green technology.Completed a comprehensive report on green roof technology including cost benefit analysis. Report includes research on best practices, potential designs and plant selection, incentive strategies, site selection and more. Managed project to construct Sacramento's first green roof at city hall.

Davis, Ca, Us

Worked on various projects including lead generation for sales and an extensive marketing research project for the CEO and VPs. Also put together marketing materials using raw data from labs and field studies. Completed corporate level presentations for CEO and sales staff.

Bachelor Of Science (B.S.), Environmental Policy Analysis And Planning

Sustainable Cities Of Northern Europe, Land Use, Growth Control And Landscape Architecture

Environmental Studies