Blake M. Russell
Financial Planning Analyst
Blake Russell serves as a Financial Planning Analyst for RWA. In this role, Blake works closely with the Director of Family Office Financial Planning to prepare financial projections, implement financial plans, address client needs, and maintain client relationships.
Prior to joining RWA, Blake worked as an intern at 1st Financial Bank USA working in their finance department and with their loan group. Blake updated management information reports as well as fee analysis and risk forecasting reports. He handled multiple stages of the underwriting process for commercial loans including background checks, experience verification, risk evasion, and completing and submitting the credit memo to the bank’s credit committee.
Blake graduated from Bentley University with a BS in Economics and Finance. He is from Marblehead, MA and has a passion for many activities including skiing, soccer, golf, and playing chess.