Blake Kerley
Vice President - Investment Product Specialist at First United Bank
Based in Dallas-Fort Worth, United States
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Seniority
Other
Department
Other
Location
Dallas-Fort Worth
Industry
Financial Services
Company size
2K
Contact information
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b•••••••@firstunitedbank.com
Phone
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Background
About Blake Kerley
I am a Certified Investment Management Analyst (CIMA®) with more than a decade of experience in financial services. My passion lies in driving business growth through strategic relationship development and delivering high-impact investment solutions to diverse client segments. Over my career, I’ve focused on building trusted partnerships, leveraging market analysis, and offering customized portfolio strategies. I take pride in educating clients, fostering collaborative environments, and maintaining an unwavering commitment to best-in-class service. Core Competencies Investment Strategy & Portfolio Construction Relationship Development & Client Engagement Lead Generation & Pipeline Management Market Analysis & Trend Forecasting Presentation & Communication Skills
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