Blake Kirbo Email & Phone Number

Dallas, Texas, United States

Dallas, Texas, United States

Dallas/Fort Worth Area

Lubbock, Texas Area

-Periodically rebalance client portfolios to meet client asset allocation base.-Developed a financial model to formulate the PV of net worth based on the PV of human capital and the PV of future consumption.-Developed a financial model to formulate the desired capital gains income tax per client goals.-Utilize Bloomberg and Tamarac for for asset analysis.

Lubbock, Texas Area

-Research an individual stock to place in our teams portfolio through an extensive fundamental analysis that included research focused around the industry, economic factors, company specific factors, and the outlook of both the company and economies of scope. -Utilize Bloomberg terminals, finance journals, and other investing sources for research.

Lubbock, Texas Area

-Tutored students with various learning disabilities.-Classes I tutored consisted of a variety of business courses with a primary focus in accounting.-Prepared students for success through innovative study techniques that best suited their learning style and accommodated for their disabilities.

Lubbock, Texas

Through my time as an employee of Prosperity Bank, I've had the opportunity to grow both within the business as an employee and out. I began my time at Prosperity as a bank teller where I began to develop a variety of beneficial skills including, customer service, attention to detail, carefulness, compliance, and an entrance into the finance industry. By.

Round Rock, Texas

As a financial analyst intern, I had the opportunity of gaining valuable experience with real world analysis. With this role I worked closely with the Dell indirect sales team within the North American region specifically. Through completion of my first project, I enhanced my data analysis skills and Excel skills signifcantly. I created a financial.