Blake M Poole

Vice President

Alliance Bernstein

Boston, Massachusetts

Professional Profile

Call Me When

Call Me When... Your clients are contemplating selling their business and are Are unsure whether the proceeds of the sale are enough to maintain their lifestyle and/or achieve their financial goals

Contact Method

blake.poole@bernstein.com

Profession

  • Wealth Planner
  • Professional Certifications

    Series 7, 31, 66

    Functional Expertise

  • Board of Directors (not for profit)
  • Business development
  • Business growth
  • Business management
  • Buy side/Acquisitions
  • Capital markets
  • Change Management
  • Charitable giving
  • Culture
  • Equity
  • Estate planning
  • Fiduciary
  • Finance
  • Financial Modelling
  • Governance
  • Investments
  • Operations
  • Private equity
  • Private placements
  • Probate
  • Sales
  • SEC
  • Strategic planning
  • Tax
  • Transaction advisory
  • Trusts
  • Exit/Transition Planning
  • Business Focus

    Middle Market Business Owners

    Transition Planning Certification

    Client Industries

  • Agriculture/Mining
  • Business Services
  • Energy/Utilities
  • Financial Services
  • Government
  • Manufacturing
  • Non-profit
  • Real Estate/Construction
  • Client Results

    Membership

    Greater Boston Individual Emerging Professional

    Member Since

    Member for 3 Years

    Sponsorship Type

    Chapter Leadership Role

    Why I'm a Member of XPX

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