Summary
Overview
Work History
Education
Skills
Certification
Timeline
Blake Dunbar

Blake Dunbar

Napoleon,OH

Summary

Financial professional with a track record of delivering comprehensive financial advice and solutions. Known for strong analytical skills and ability to develop effective financial strategies. Collaborative team player with focus on educating clients and helping them achieve their ultimate financial goals.

Overview

5
5
years of professional experience
1
1
Certification

Work History

Financial Advisor

Gluckle Insurance & Financial Services / Stirlingshire Investments CRD# 327779
04.2025 - Current
  • Developed comprehensive financial plans tailored to client needs and goals.
  • Analyzed investment portfolios to optimize asset allocation and minimize risk.
  • Educated clients on financial products, market trends, and investment strategies.
  • Conducted regular reviews of client accounts, ensuring alignment with financial objectives.
  • Built strong relationships with clients through effective communication and trust-building.

Carpenter

Becks Construction
12.2022 - Current
  • Completed installations of building structures, trim, flooring, and cabinetry.
  • Demonstrated versatility in carpentry techniques, working proficiently with both hand tools and power tools to achieve desired results.
  • Ability to adapt to problems that arise and solve them in a quick and efficient manner.

General Manager

Valor Enterprises
10.2021 - 10.2022
  • Managed budget implementations, employee reviews, training, schedules and contract negotiations for over 10 employees.
  • Developed and maintained relationships with customers and suppliers through account development.
  • Maximized efficiency by coaching and mentoring employees to reach their full sales potential.
  • Analyzed budgeting in order to maximize profits for my markets.

Senior Transaction Coordinator

Valor Enterprises
10.2020 - 10.2021
  • Reviewed historical records, current operational data and forecasting information to identify and capitalize on system enhancement opportunities.
  • Successfully completed over 150 transactions to closing.
  • Conversed with title companies and their officers to strategically work out problems with the transactions.
  • Trained new employees on the systems and duties of a successful transactions coordinator.

Education

No Degree - Accounting

Defiance College
  • Extracurricular Activities: Defiance College Men's Basketball Team

Bachelor of Science - Human Development And Family Studies

Ohio State University
08.2020

Skills

  • Goal Setting
  • Strategic Planning
  • Conflict Resolution
  • Leadership
  • Investment advice
  • Relationship building and management
  • Quick Learner
  • Attention to detail
  • Technology Proficient
  • Management

Certification

  • Series 65
  • Series 63
  • SIE
  • (Preparing for Series 7)

Timeline

Financial Advisor - Gluckle Insurance & Financial Services / Stirlingshire Investments CRD# 327779
04.2025 - Current
Carpenter - Becks Construction
12.2022 - Current
General Manager - Valor Enterprises
10.2021 - 10.2022
Senior Transaction Coordinator - Valor Enterprises
10.2020 - 10.2021
Ohio State University - Bachelor of Science, Human Development And Family Studies
Defiance College - No Degree, Accounting

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