Summary
Overview
Work History
Education
Skills
Certification
Affiliations
Accomplishments
Timeline
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Blake McDaniel

Atlanta,GA

Summary

Diversified Financial Specialist skilled in financial planning and offering competent consultative advice and counsel to clients. Educates clients on retirement planning, taxes, credit card issues and debt management. Works with internal and external customers and understands and assesses needs, processes and functions to make informed critical decisions and achieve objectives.

Overview

9
9
years of professional experience
1
1
Certification

Work History

Financial Professional Associate

CPC Advisors
Atlanta, GA
08.2023 - 12.2024
  • Managed client accounts, addressed inquiries and gave feedback to meet customer needs.
  • Verified financial data and identified and made recommendations to prevent and correct financial and accounting errors and inconsistencies.
  • Offered financial input to prepare and implement plans and processes for risk, financial and management controls.
  • Supported cost-planning development and analyzed implementation of agency funds to comply with laws and regulations.
  • Developed and maintained relationships with customers and assisted in generating sales opportunities.

Marketing Assistant Intern

Peter Anderson Financial Advisor, LLC
Fort Lauderdale, FL
06.2023 - 09.2023
  • Developed and maintained content and communications to drive marketing campaigns, activities and events.
  • Created proposals for service and product strategies based on marketing data.
  • Kept marketing team informed of latest analytics and metrics through regular reporting.

All Source Intelligence Analyst

7th Group Special Forces (AIrborne)
Eglin Air Force Base, FL
01.2020 - 08.2023
  • Conducted and supported analysis of information operations (IO) intelligence related to political, economic, social, cultural, physical, geographic, technical or military issues in specific foreign countries.
  • Collected, reviewed and processed intelligence information for senior personnel.
  • Gathered and disseminated raw intelligence for real-time analysis and decision-making.
  • Identified potential and existing threats and vulnerabilities.

Server

Chilis
Cumming, GA
01.2018 - 01.2019
  • Greeted customers, answered questions and recommended specials to increase profits.
  • Served food and beverages to patrons and immediately remedied issues with orders.
  • Stocked service areas with supplies during slow periods.
  • Prepared checks, itemizing total meal costs and taxes.
  • Trained new employees to perform duties.

Cashier

Bed Bath and Beyond
Cumming, GA
01.2016 - 01.2018
  • Operated cash register or POS system to receive payment by cash, check and credit card.
  • Answered product questions with up-to-date knowledge of sales and store promotions.
  • Preserved appearance of store by arranging and replenishing displays and merchandise racks.

Education

BBA - Finance

Georgia State University
Atlanta, GA
05-2025

BBA - Business Analytics

American Military University
Charles Town, WV
12-2024

Associate of Science - Intelligence Study

Cochise College
Sierra Vista, AZ
12-2024

Some College (No Degree) - Marketing

University of North Georgia
Dahlonega, GA

Skills

  • Conducting Briefings
  • Evaluating Security Clearances
  • Updating Tracking Spreadsheets
  • Threat Assessment
  • Intelligence Analysis
  • Top Secret Clearance
  • Computer Skills
  • Microsoft Office
  • Supervision & Leadership
  • Team Building
  • Customer Service
  • Planning & Organizing
  • Organizational Skills

Certification

  • Certified in the Puma (UAS), 2021
  • Certified in the Switchblade (UAS), 2021
  • Joint Intermediate Target Development (JITD) Certification, 2021
  • Airborne Certification, 2020
  • All Source Intelligence Analyst Certification, 2020
  • Top Secret Clearance, 2020
  • Sports & Entertainment Marketing Certification, 2018
  • Food and Nutrition Certification, 2018

Affiliations

  • Entrepreneur Club 2023
  • Conscious Capitalism Club 2023
  • Student Veterans of America Club 2023
  • Exiles RFC, Rugby Player 2023
  • Okaloosa Islanders, Rugby Player 2020-2023

Accomplishments

  • Army Good Conduct Medal, Global War on Terrorism Service Medal, Army Service Ribbon, National Defense Service Medal, Army Commendation Medal, and six-month deployment to Latin America.

Timeline

Financial Professional Associate

CPC Advisors
08.2023 - 12.2024

Marketing Assistant Intern

Peter Anderson Financial Advisor, LLC
06.2023 - 09.2023

All Source Intelligence Analyst

7th Group Special Forces (AIrborne)
01.2020 - 08.2023

Server

Chilis
01.2018 - 01.2019

Cashier

Bed Bath and Beyond
01.2016 - 01.2018

BBA - Finance

Georgia State University

BBA - Business Analytics

American Military University

Associate of Science - Intelligence Study

Cochise College

Some College (No Degree) - Marketing

University of North Georgia

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