Bill Blank, Jr.
William Blank, Jr.
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.
William Blank Jr. offers securities through AXA Advisors, LLC (NY, NY 212-314-4600), member FINRA, SIPC, offers Investment advisory products/services through AXA Advisors, LLC, an investment advisor registered with the SEC, and offers Annuity/insurance products through AXA Network, LLC. All AXA Advisors and AXA Network business, including qualified plan-related product/service offerings, is conducted under the d/b/a name of Cambridge Wealth Strategies. Cambridge Consulting Group (comprising Cambridge Wealth Strategies, Cambridge Benefits Consulting, Cambridge Risk Management, and Cambridge Qualified Plans) is not a registered investment advisor and is not owned by, operated by, or affiliated with AXA Advisors or AXA Network. AGE-138021(09/18)(exp.09/20)