Bill Blank, Jr.

Account Manager

William Blank, Jr.

Account Manager

Bill Blank_Account Manager_2

Roles & Responsibilities: In his role as an Account Manager with the Cambridge Qualified Plans Practice Group, Bill is responsible for providing group retirement plan on-boarding support and ongoing plan/ participant support to clients.  In addition, he manages personal insurance underwriting cases and services existing personal insurance policies, existing investment accounts and also helps facilitate investment account on-boarding/creation.

CCG Team Member Since: February 2012

Education and Certifications:

  • Central Michigan University College of Business Administration
    • Major in Management Information Systems
    • Minor in Finance
  • FINRA Series 7 and 66 Registrations
  • Licensed Life, Accident and Health Insurance Agent

CCG Committee Involvements:

  • Member, CWS Investment Committee
  • Member, CCG Development & Engagement Committee
  • Member, CCG MS Dynamics CRM Committee

Personal Interests: Bill enjoys traveling, snowboarding, concerts, boating, hiking, and spending time with family.

Contact:
wblank@cambridge-cg.com