Client Service Associate@ Boston Financial Management, LLC
Boston, Massachusetts, United States
Lindsay Blake
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Suffolk University
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FlashIntel GPTLindsay Blake is a Client Service Manager at Adviser Investments with 15.1 years of experience. She has a strong skill set in social networking, market planning, marketing, and marketing communications. Lindsay has worked at various companies, including Boston Financial Management, Wellington Management, and State Street. She is based in the Greater Boston Area and has expertise in pricing, new business development, and competitive analysis. Lindsay is a dedicated professional with a proven track record in the financial services industry.
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About
Lindsay Blake. Client Service Manager at Adviser Investments. Location: Greater Boston Area; Industry: Financial Services ... Adviser Investments. Client Service Associate ... Boston Young Professionals Association ... Lindsay Blake, MA, MFT.
Work Experience
Client Service Associate
Financial Services
Lindsay Blake's Professional Milestones
- Global Relationship Group Assistant (2018-01-01~2019-07-01): Establishing strong international relations through effective communication and collaboration among international teams.
- Ams Client Services, Assoc 2 (2013-09-01~2014-09-01): Implemented efficient customer support processes, improving overall customer satisfaction and driving customer satisfaction.
Education
Business,
Public Relations,
Bachelors
2008-2012Skill
Social Networking
Market Planning
Marketing
Marketing Communications
Powerpoint
Social Media
Pricing
New Business Development
Microsoft Office
Public Relations
Competitive Analysis
Event Planning
Certification
Colleagues
Louis Crosier
president & ceo at boston financial management llc
Kathleen Sablone
chief planning officer at boston financial management llc
John Pini, CFA
Vice President Wealth Manager
Katie Exchange, CFP®
Vice President Wealth Manager
Charles Zambri, MBA, MSF
Chief Operating Officer | Chief Compliance Officer
Other Named Lindsay Blake
Frequently asked questions
We found 3 Lindsay Blake's email addresses
We found 1 Lindsay Blake's phone numbers
Lindsay Blake's social media include: Linkedin,
Lindsay Blake works for Boston Financial Management, LLC
Lindsay Blake's role in Boston Financial Management, LLC is Client Service Associate
Lindsay Blake works in the industry of Financial Services
Lindsay Blake's colleagues are Louis Crosier,Kathleen Sablone,John Pini, CFA
Lindsay Blake's latest job experience is Client Service Associate at Boston Financial Management, LLC
Lindsay Blake's latest education in Suffolk University
