Hans Blake, Cfa, Cpa Email and Phone Number
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Hans is a Chartered Financial Analyst® (CFA) who managed over $350M before founding Intelligent Investing (www.investedwithyou.com). He has an insatiable desire to learn, and has a unique blend of creativity and attention to detail.Hans graduated from Bob Jones University in public accounting, before earning a Masters of Accountancy degree from the University of South Carolina Darla Moore School of business. Soon after, he became a licensed CPA and joined a large public accounting firm in Charlotte. Later, he and his wife lived in London while he worked for Deloitte. After their world travels, they returned to his hometown roots of Greenville.The Chartered Financial Analyst® charter is considered by many to be the gold standard among financial professionals. Less than 20% of those who start the process ever become CFA® Charterholders. Hans was awarded the CFA® charter after passing three levels of rigorous exams and demonstrating four years of professional investment experience, as well as a commitment to uphold a comprehensive code of ethics. Hans writes financial articles, gives public financial talks, and has appeared on WYFF News 4 and local radio programs to talk about the markets and portfolio management. In 2016, he received the Highest Award for Achievement by Dale Carnegie.Hans is a member of the CFA Institute, CFA Society of South Carolina, American Institute of Certified Public Accountants (AICPA), the AICPA Personal Financial Planning section, South Carolina Association of Certified Public Accountants (SCACPA), and is a Certified Kingdom Advisor® (CKA®).Hans is a father of four and has a passion for orphans and the needy. He is the chairman of the board for Piedmont Women’s Center, a local crisis pregnancy non-profit organization. He and his wife also support an orphanage in Zambia and assist the children’s ministry at their church.To learn more about the CFA Institute and designation: https://www.youtube.com/watch?time_continue=5&v=ZM5RdIYlqQw
Intelligent Investing Advisors
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- investedwithyou.com
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FounderIntelligent Investing Advisors May 2017 - PresentGreenville, South Carolina AreaIntelligent Investing is a fee-only Registered Investment Advisor (or RIA). We are risk managers and fiduciaries and therefore, we do not accept any fees or compensation based on product sales.Our Core Values are based on each CLIENT: CompassionLegacyIntegrityExcellenceNimbleTruthWe have three pillars of financial thought:1. Traditional Finance2. Behavioral Finance3. Values-Based Financewww.investedwithyou.com -
Portfolio Manager And Investment Research AnalystPlanfirst, Inc. Sep 2011 - May 2017Performed investment research and managed portfolios. Prepared quarterly and semi-quarterly investment newsletters featuring investment results and investment education for our clients. Helped in the design, implementation, and monitoring of the clients' portfolios to maximize returns on a risk-adjusted basis. Led the Investment Committee by reporting recent economic events, fund statistics, and portfolio feedback. Assisted the Chief Investment Officer with a variety of investment related research and consulting. -
Us Corporate Tax ManagerDeloitte Jul 2010 - Jul 2011London, United KingdomCollaborated with partners, managers and associates on large corporate and partnership transactions, restructurings and $2M+ projects for multinational clients such as Morgan Stanley real estate funds, Rothschild funds and several hedge fundsResearched and consulted with clients on a range of topics including delinquent tax returns, non-profit investments and inbound investment considerations related to US corporate and partnership taxation within US and international contexts Orchestrated efforts amongst specialized technical competency teams, lawyers, auditors and clients within the UK, India and European practicesSupervised and managed two large real estate fund projects in coordination with six Indian teammatesOriginated budgets and increased revenue by quantifying out-of-scope work and identifying additional opportunities for clients -
International Transfer Pricing Senior Associate IiiGrant Thornton Aug 2005 - Jul 2010Prepared complex transfer pricing reports by identifying all inter-company cross border transactions, researching and analyzing multiple industries, and drafting contemporaneous transfer pricing documentation to provide risk management and ensure compliance with both the U.S. and the OECD guidelines.Teamed with global tax professionals and finance colleagues to develop appropriate arms length cost allocation methodologies.Developed an international transfer pricing consulting study for a multi-million dollar mortgage servicing corporation to analyze its foreign transfer of intangible assets and reduce the global effective income tax rate.Primarily responsible for rolling out the Southeast international transfer pricing SharePoint website.Gained proficiency on partnership, corporation and individual tax compliance by preparing a variety of tax forms. Pioneered and publicly presented to over 100 accountants a new business writing course to be rolled out to all Grant Thornton U.S. offices.Collaborated with the Business Advisory Services group for five months to help model Excel spreadsheets for the financial statement restatement of the 2003 HealthSouth Form 10-K -
Audit InternErnst & Young Jan 2003 - Mar 2003Performed an audit for largest owner and operator of apartment communities in the United States. Enhanced Ernst & Young’s audit program by creating several macros for the firm’s computers and spreadsheets. -
Shift ManagerChick-Fil-A 1998 - 2002Worked as a manager during high school and part of college.Effectively led and trained a team of 35+ employees.Responsible for customer satisfaction, cash management, prioritization of tasks, and store organization.Chosen to represent the southeastern region at Chick-fil-A’s national convention based on outstanding performance.
Hans Blake, Cfa, Cpa Skills
Hans Blake, Cfa, Cpa Education Details
Frequently Asked Questions about Hans Blake, Cfa, Cpa
What company does Hans Blake, Cfa, Cpa work for?
Hans Blake, Cfa, Cpa works for Intelligent Investing Advisors
What is Hans Blake, Cfa, Cpa's role at the current company?
Hans Blake, Cfa, Cpa's current role is Founder of Intelligent Investing, High Net Worth Wealth Manager (HNWI).
What is Hans Blake, Cfa, Cpa's email address?
Hans Blake, Cfa, Cpa's email address is ha****@****ail.com
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Hans Blake, Cfa, Cpa's direct phone number is +186426*****
What schools did Hans Blake, Cfa, Cpa attend?
Hans Blake, Cfa, Cpa attended University Of South Carolina - The Moore School Of Business, Bob Jones University.
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Hans Blake, Cfa, Cpa has interest in Children.
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Hans Blake, Cfa, Cpa has skills like Writing, Consulting, Psi, Location, Finance, Dec Alpha, Literature, Intangible Assets, Career Opportunities, Management, Science, Subpart F.
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