Blake Nakamura, CFP® in

Blake Nakamura, CFP®

Inspirer · DISC type di
Senior Vice President, Sr. Private Wealth Advisor at U.S. Bank
📍 Los Angeles Metropolitan Area, United States

Professional overview including current role context, leadership scope, domain focus, and career trajectory to help you understand background relevance before outreach.

Key behavioral and communication insights including interaction style, decision-making tendencies, and motivation drivers to tailor messaging and personalize conversations.

Business priorities, areas of interest, and practical outreach recommendations that can improve conversion quality for this professional.

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Experience
15 Years
Current Role
Senior Vice President, Sr. Private Wealth Advisor
Job Level
Leadership
Location
Los Angeles Metropolitan Area, United States
Personality Overview

How Blake shows up

Achievment Oriented
Generous
Fast Adopter

They measure a product on its merit but can be influenced by strong testimonials. They don’t mind taking a stand if they believe in something. They usually prefer to drive the conversation.

Priorities

Topics Blake cares about

Strategic Priorities
Topic insights and context to help personalize outreach and discovery conversations.
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Career

Work history

7-2018
Senior Vice President, Sr. Private Wealth Advisor
U.S. Bank
8-2015 - 7-2018
Vice President, Private Banker, Client Manager
City National Bank
9-2013 - 8-2015
Senior Relationship Manager
Union Bank
3-2010 - 8-2013
Brokerage/Premier Banking
Wells Fargo Advisors
In the press

Media appearances

Media appearances and press coverage highlighting public visibility and thought leadership.
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Education
2018 - 2020
Master of Business Administration - MBA
University of Southern California
Certified Financial Planner
UCLA
Social presence
in
Behavioral profile

DISC profile (public)

d

Dominance (D)

Dominance (D) reflects how goal and task oriented a person is, and their ability to accomplish results irrespective of how demanding the circumstances might be. Those scoring high tend to be motivated by winning, competition, and success.

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