Blake Lynch

Blake Lynch has a diverse work experience spanning several industries. Blake currently serves as the Head of Sales at IMTC since January 2022. In this role, Blake is responsible for managing the entire sales process, establishing sales procedures and processes, and implementing sales enablement technology.

Prior to their current position, Blake worked at IMTC as an Enterprise Sales Lead and Sales Manager, starting in March 2019. In this role, they delivered SaaS technology to senior executives and C-suite of top-tier investment managers and financial services companies. Additionally, they evaluated and implemented sales enablement technology, leading to marketing and sales team synergies.

Before joining IMTC, Blake held various sales roles at Columbia Threadneedle Investments from 2013 to 2019. Their responsibilities included promoting, launching, and designing strategic beta ETFs, with a primary focus on distribution to RIAs, ETF Strategists, wirehouse teams, and financial advisers across the Southeast. Blake also served as a Regional Sales Director and National Sales Consultant during their tenure at the company.

In 2011, Blake worked at Hennion & Walsh as a Managed Account Consultant. In this role, they developed diversified portfolios for individual investors through mutual funds and ETF selection, conducted client portfolio reviews, and gathered additional assets from clients and prospects.

Before entering the financial services industry, Blake gained experience in investment banking. Blake worked as an Investment Banking Summer Analyst at Credit Agricole CIB in 2010 and as an Investment Banking Summer Associate at BRZ Investimentos in 2009. Additionally, they served as a Summer Research Associate at Hochiminh City Securities Corporation in 2008 and at CLSA in 2007.

Overall, Blake Lynch has demonstrated their expertise in sales, strategic beta ETFs, investment consulting, and research throughout their career.

Blake Lynch's education history is as follows:

From 2003 to 2007, Blake attended Mountain Lakes High School and obtained a High School Diploma with a focus on General Studies.

In 2007, Blake briefly attended Skidmore College, where they studied Business Administration and Management, General.

Blake then transferred to the University of North Carolina Wilmington (UNC Wilmington) and enrolled in the Cameron School of Business. From 2008 to 2011, they pursued a Bachelor's degree in Finance and Financial Management Services at UNC Wilmington, graduating with a B.S. degree.

In 2018, Blake attended the Yale School of Management for a short period. Blake took a course titled "Investment Management Theory & Practice," but it is not specified whether they obtained a degree.

In 2020, Blake participated in an Executive Education program at Northwestern University - Kellogg School of Management. Blake completed a course called "Mastering Sales: A Toolkit for Success."

In addition to their formal education, Blake has obtained several certifications. In 2011, they received a Series 7 License from Finra and a Series 63 License. In 2014, they obtained the Series 65 certification. Blake also holds certifications as a Certified ETF Advisor from The ETF Institute in 2016 and in the "Fundamentals of Alternative Investments" from the CAIA Association in 2015. Most recently, in 2021, Blake obtained a certification in "Social Selling: Reaching Prospects" from LinkedIn.