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Blake Werner
Investment Associate at Level 5 Capital Partners
Investment professional with a Master of Science in Finance and experience in investment banking, sales, and sales territory management.
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Location
Atlanta, Georgia, United States, US
Skills
- Leadership
- Microsoft Office
- Portfolio Management
- Self Starter
- Microsoft Excel
- Show all
Bio
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Topline AI
Blake Werner is a seasoned investment professional with a Master of Science in Finance from The University of Alabama and a strong background in leadership, portfolio management, and sales. He has worked at top firms such as Level 5 Capital Partners, Piper Sandler, and Regions Securities LLC, and has experience in investment banking, sales, and sales territory management.
With a strong skill set in Microsoft Office, self-starter, and leadership, Blake is well-equipped to drive results in various roles.
Experience
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United States
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Venture Capital and Private Equity Principals
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1 - 100 Employee
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Investment Associate
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Jan 2024 - Present
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Investment Senior Analyst
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Nov 2022 - Jan 2024
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Piper Sandler
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Charlotte, North Carolina, United States
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Investment Banking Analyst
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May 2021 - Nov 2022
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Charlotte, North Carolina, United States
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Regions Securities LLC
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Atlanta, Georgia
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Investment Banking Analyst
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Jun 2019 - May 2021
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Atlanta, Georgia
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Merrill Lynch
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New York City- Rockefeller Center
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Intern
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Jun 2018 - Aug 2018
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New York City- Rockefeller Center
Worked for The Graves Group, a full service personal wealth management group that specializes in the sports and entertainment industries.
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Nestlé Purina North America
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Northwest AR and Southwest MO
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Sales Territory Manager Intern
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May 2015 - Aug 2017
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Northwest AR and Southwest MO
Fostered relationships between Store Managers and Nestle Purina. Educated customers and employees about Purina’s brands and engaged in incremental sales. Region spanned over 200 miles and included over 15 stores. (PetSmart, Petco, Pet Supplies Plus, Tractor Supply Co.)
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Education
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2018 - 2019The University of Alabama
Master of Science - MS, Finance -
2015 - 2018
The University of Alabama
Bachelor of Science - BS, Finance, Investment Management
Suggested Services
This profile is unclaimed. These are suggested service rates with 0% commision upon successful connection
Industry Focus. “Investment Banking”
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