Blake Wilcox, CPA

Blake Wilcox, CPA

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Followers of Blake Wilcox, CPA718 followers
location of Blake Wilcox, CPACharlotte, North Carolina, United States

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  • Timeline

  • About me

    Principal Financial Officer | FINOP

  • Education

    • East Carolina University - College of Business

      2006 - 2009
      BSBA Financial Services
    • East Carolina University - College of Business

      2009 - 2011
      MS Accounting
  • Experience

    • Wachovia Securities, LLC

      Jun 2007 - Jun 2008
      Intern
    • Small Business Technology & Development Center

      Jun 2010 - Dec 2010
      Graduate Assistant
    • U.S. Bank

      Aug 2011 - Oct 2014
      • CDO Portfolio Administrator

        Oct 2012 - Oct 2014
      • Sales / Trading Support

        Aug 2011 - Oct 2012
    • PwC

      Oct 2014 - Jan 2020
      • Tax Senior Associate - International Tax Services Quantitative Solutions

        Nov 2018 - Jan 2020
      • Tax Senior Associate - Financial Services

        Oct 2014 - Jan 2020
    • Aqueduct Capital Group, LLC

      Jan 2020 - now

      Aqueduct Capital Group, LLC (“Aqueduct”) is an alternative asset placement agent and registered broker-dealer founded in 2006 to facilitate capital raising for best-in-class private equity and hedge fund managers. Aqueduct represents a limited number of industry leaders and select emerging managers to a targeted group of investors. Aqueduct’s customized distribution strategy provides managers with the flexibility of effectively outsourcing their business development, allowing for significant asset growth and greater diversification of investor relationships.Strong relationships and industry experience enable Aqueduct to focus solely on best-in-class managers who offer distinctive investment opportunities for investors. Show less

      • Principal Financial Officer | FINOP

        Jul 2021 - now
      • Controller

        Jan 2020 - Jul 2021
  • Licenses & Certifications

    • Series 27 - Financial and Operations Principal Examination

      FINRA
      Aug 2020
    • Certified Public Accountant

      AICPA
    • The Executive Program for Prospective CFOs

      University of Chicago Booth School of Business Executive Education
      May 2023
      View certificate certificate
    • Series 7 - General Securities Representative

      FINRA
      Dec 2020
    • Series 63 - Uniform Securities Agent State Law Examination

      FINRA
      Mar 2021
    • Series 24 - General Securities Principal

      FINRA
      May 2021