Since 2002, Jim Blachman has been working in Advisor Partners. This professional is a high-skilled Senior Portfolio Manager with over 21 years of work experience. According to Jim's CV and work profile, Jim has worked at more than six places with numerous backgrounds and got various skills. Jim Blachman studied at the University of California, Berkeley from 1974 to 1976. This professional has professional certification in Cfa Institute and Cfa Charterholder. Jim can be found in San Francisco, California – where the professional currently lives. You can find this expert's current phone and email through our search.
Name variants:
James Blachman
Last updated May 24, 2024
Contact Information
Last Update
Jul 5, 2022
Email
jb**@advisorpartners.com
Location
San Francisco, CA
Company
Workplace
Senior Portfolio Manager
Walnut Creek, CA
Industry
Financial Services, Investment Advisory Services
Colleagues
Work History
Senior Portfolio Manager
Member of the portfolio management team managing firm’s key growth area comprising 75+% of business’ revenues.
• Created a system that tax-manages custom-index separate accounts using propr...
from 2002
VP, Financial Advisory Services
Mountain View, CA
Executive team member. Led investment team and handled product marketing and relationships with several key accounts.
• Gained client commitment for $7 million funding of a key application u...
2000 — 2001
Product Manager mutual fund wrap program
Oakland, CA
Launched and sustained mutual fund wrap program including sales, product support, wholesaling, investment management and operations.
• Member of team that launched most successful wrap progr...
1997 — 2000
Western Regional Team Manager
• Increased territory profits by 300% in four years through effective relationship management, strategic selling, analysis of account profitability and team building/management.
• Led cross-...
1988 — 1997
Vice President, Marketing
San Francisco, CA
• Reduced marketing expense 80% while increasing lead flow 300% by shifting from advertising to telemarketing and direct mail programs.
1987 — 1988
Western Regional Manager
San Francisco, CA
• Started up 15-state territory. Regional sales strategy quadrupled number of clients while increasing revenues 10 fold over a 4 year period.
1980 — 1987
Education
1974 — 1976
Occupations
Financial Broker
Portfolio Manager
Security
Accountant
Finance and Accounting Specialist
Executive
Vice President
Team Member
Investment Analyst
Financial Analyst
Accounting Bookkeeper
Bookkeeper
Chief Executive
Skills
Portfolio Management
Asset Allocation
Investments
Strategy
Product Management
Mutual Funds
Wealth Management
Asset Management
Product Development
Equities
Management
Investment Strategies
Investment Management
Risk Management
Financial Advisory
Asset Managment
Product Marketing
Strategy Development
Relationship Management
Crm
Investment Portfolios
Creative Problem Solving
Financial Modeling
Financial Analysis
Etfs
Business Development
Manager Selection
New Business Development
Team Development