Independent Advisor | Corporate Strategy And Capital Allocation
Undefined
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Robin Blake, Cfa Email & Phone Number
Independent Advisor | Corporate Strategy and Capital Allocation
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✓ Verified July 2026
3 data sources
Profile completeness 86%
Current company
Role
Independent Advisor | Corporate Strategy and Capital Allocation
Location
Greater Seattle Area, United States
Who is Robin Blake, Cfa? Overview
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Quick answer
Robin Blake, Cfa is listed as Independent Advisor | Corporate Strategy and Capital Allocation at undefined, based in Greater Seattle Area, United States. AeroLeads shows a matched LinkedIn profile for Robin Blake, Cfa.
Robin Blake, Cfa previously worked as SVP, Chief Financial Officer and Head of Corporate Strategy at Kinecta Federal Credit Union and SVP, Chief Financial Officer & Head of Corporate Strategy at Kinecta Federal Credit Union. Robin Blake, Cfa holds Master Of Business Administration, Finance, Accounting, Economics from The University Of Chicago - Booth School Of Business.
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Profile bio
About Robin Blake, Cfa
Strategy and operations executive leading financial services companies through problem-solving, deployment of strategic initiatives, and large-scale operational transformations. Over 16 years of experience across the financial services industry, including commercial banking, insurance, investment management, investment banking, private equity, and venture capital. Proven record of partnering with senior executives to develop high-impact solutions to the most challenging strategic and operational issues. Expertise includes: • Driving sustainable improvement in customer & employee experience• Increasing organizational efficiency & effectiveness• Bringing analytical insights to the boardroom • Creative & conceptual problem solving• Devising & implementing strategy• Executive communication & administration• Building organizational capabilities• Developing high-impact teams
Current workplace
Robin Blake, Cfa's current company
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14 roles
Robin Blake, Cfa work experience
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Svp, Chief Financial Officer And Head Of Corporate Strategy
Svp, Chief Financial Officer & Head Of Corporate Strategy
Vice President Strategy
Jan 2023 - Jun 2024
Board Member, Treasurer
Kinecta Community Foundation
Treasurer
Kinecta Financial Management Company
Board Member, Treasurer
Head Of Startup Banking Strategy & Operations
Headed Startup Banking Strategy and Operations team designed to drive sustainable improvement in market share, client experience, and employee engagement; Regularly partner with Head of Startup Banking and President of Commercial Bank to manage all aspects of Startup Banking • Established a comprehensive client experience improvement program, leading to a sustained 30+point annual increase in overall department Net Promoter Score• Engineered departmental strategic planning and development of annual objectives & key results (OKRs); resulted in achieving record levels of growth in client acquisition, product penetration, and gross profit• Spearheaded innovative strategic prioritization process with Startup Banking Senior Leadership Team, resulting in optimized project portfolio to support 20+% annual growth in client count• Briefed Commercial Banking Executive Team quarterly on Startup Banking business and financial performance, resulting in approval of 20+% increase in annual budget • Established and chaired LGBTQ+ Pride Employee Resource Group; designed overall content strategy and programming to increase inclusion, education and awareness of LGBTQ+ issues across SVB
Sep 2019 - Jun 2022
Director, Strategic Initiatives & Head Of Process Design & Improvement Center Of Excellence
Jun 2017 - Sep 2019
Engagement Manager
Led/coached teams of consultants and clients through end-to-end problem solving process; Teamed with clients to develop high-impact solutions to their most challenging strategic and operational issuesAdvised senior executives of leading insurance companies on deployment of large-scale operational improvement and cost reduction transformationsWinner of Blue Ribbon Mentor award, awarded to Engagement Manager with highest coaching and mentorship scores from team feedback surveys
Jun 2011 - Sep 2016
Summer Associate
Advised institutional investors on disposal of existing private equity investments into secondary marketWorked on transaction reducing a substantial private equity interest; work involved valuation of underlying portfolio companies, preparation of pricing negotiation strategy, and determination of transaction structurePriced prospective client portfolios through discussion of market dynamics and pricing trends with major purchasers of secondary interests
Jun 2010 - Aug 2010
Associate
Member of eleven person divisional task force selling a majority stake in the Investment Management Division to avoid Firm bankruptcyAdministrator of due diligence dataroom with over 400 users from multiple financial sponsors and law firmsMonitored financial sponsor commitment level through analysis of dataroom usage; briefed senior management and investment banking team with interpretation of results in preparation for negotiationsAssembled pitch books and coordinated negotiation meeting logistics with investment banking team
Jul 2008 - Feb 2009
Associate, Strategic Partners Group
Dedicated investment team member of a $6B private equity fund formed to acquire minority stakes in management companies of leading alternative asset managersDeveloped innovative DCF model and analytical operating template used to evaluate new investment opportunities in the context of the overall fund portfolio; prepared scenario analysis for use in client meetingsInterfaced with lawyers, external fund accountants, and tax consultants to establish the master/feeder fund structure
Nov 2006 - Feb 2009
Analyst
Identified functional gaps in middle and back office operating model for $200B asset management business; crafted results into a custom outsourcing vendor request for proposalDocumented, reconciled, and tracked over 3,000 asset management client accounts throughout transfer of portfolio management responsibilities from New York to London, Tokyo, and Zurich
Aug 2004 - Nov 2006
2 education records
Robin Blake, Cfa education
Master Of Business Administration, Finance, Accounting, Economics
Bse, Biomedical Engineering
FAQ
Frequently asked questions about Robin Blake, Cfa
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What company does Robin Blake, Cfa work for?
Robin Blake, Cfa works for undefined.
What is Robin Blake, Cfa's role at undefined?
Robin Blake, Cfa is listed as Independent Advisor | Corporate Strategy and Capital Allocation at undefined.
Where is Robin Blake, Cfa based?
Robin Blake, Cfa is based in Greater Seattle Area, United States while working with undefined.
What companies has Robin Blake, Cfa worked for?
Robin Blake, Cfa has worked for Undefined, Kinecta Federal Credit Union, Kinecta Community Foundation, Kinecta Financial Management Company, and Apollo Insurance Services, Inc..
How can I contact Robin Blake, Cfa?
You can use AeroLeads to view verified contact signals for Robin Blake, Cfa at undefined, including work email, phone, and LinkedIn data when available.
What schools did Robin Blake, Cfa attend?
Robin Blake, Cfa holds Master Of Business Administration, Finance, Accounting, Economics from The University Of Chicago - Booth School Of Business.
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