Dakota is the Administrative Assistant for The Blakeley Group team. He provides administrative and operational support, with his primary responsibility being to create an effective work environment for the Wealth Manager. He manages the CEO's daily schedule, handles phone communications, organizes presentation materials for meetings, and processes same-day client requests.
Dakota is a native of the Bay Area and has prior customer service experience at Helm of Sun Valley, an outdoor sports shop in San Jose, and in the bike sales and service department at Target. He is an outdoor enthusiast and enjoys skiing, biking, and hiking whenever he has the chance. Currently, he is an undergraduate student at San Jose State University and is pursuing a degree in Business Administration. He is set to graduate in 2024.