Blake Adams, Cfp®
About Blake Adams, Cfp®
Blake Adams is a Project Engineer currently employed at Swinerton in Charlotte, North Carolina. He has a background in finance, having worked as a Financial Advisor at UBS and a Brokerage Investment Analyst at Vanguard, among other roles in the finance and real estate sectors.
Work at Swinerton
Blake Adams has been employed at Swinerton as a Project Engineer since 2023. In this role, he is involved in various engineering projects, contributing to the company's operations in Charlotte, North Carolina. His responsibilities include overseeing project execution and ensuring adherence to timelines and budgets.
Previous Experience in Financial Services
Before joining Swinerton, Blake Adams worked in the financial services sector. He served as a Financial Advisor at UBS from 2018 to 2020 in the Charlotte, North Carolina area. Prior to that, he was a Brokerage Investment Analyst at Vanguard for one year, from 2017 to 2018, also in Charlotte. His experience in these roles provided him with a strong foundation in financial analysis and client management.
Internship Experience in Real Estate
In 2016, Blake Adams completed a two-month internship as a Real Estate Analyst Intern at Matthews Real Estate Investment Services in El Segundo, California. This position allowed him to gain practical experience in real estate analysis and investment strategies.
Education and Expertise
Blake Adams is pursuing a Bachelor of Business Administration (B.B.A.) in Finance at the University of Georgia - Terry College of Business, a program he has been enrolled in since 2017. His academic background supports his expertise in finance and investment strategies, which he has applied throughout his professional career.
Role at Northwestern Mutual
From 2020 to 2022, Blake Adams held the position of Director of Business Development and Investment Strategy at Northwestern Mutual in Charlotte, North Carolina. In this role, he focused on business development initiatives and investment strategy formulation, contributing to the company's growth and client engagement.