Position:

Relationship Manager
 

Responsibilities

As a Relationship Manager for Trust Point, Blake works directly with clients on various aspects of investment management and estate and trust administration. He engages in a proactive approach to customer service to provide clients with the sound advice and personal attention they deserve. He also employs his background as an attorney to provide legal research and support so that Trust Point may better serve its clients.

Education

Juris Doctorate
University of Wisconsin Law School Madison, WI

Bachelor of Business Administration, Economics
University of Wisconsin-Eau Claire Eau Claire, WI

Certified Public Accountant
State of Wisconsin

Experience

Associate – Federal Tax
KPMG, LLP Minneapolis, MN

Intern – Benefits Team Disability Rights
Wisconsin Madison, WI


 

Contact Information

Phone Numbers:
608.782.1148
800.658.9474

Email: bbarnes@trustpointinc.com