Bob Blumberg Email & Phone Number
Principal and Senior Vice President, Retirement Plan Consulting @ OneDigital Health and Benefits
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Bob Blumberg Location
- Alpharetta, GA, US
Bob Blumberg Work
- 2026 -now Principal and Senior Vice President, Retirement Plan Consulting @
- 2025 -2026 Director, Retirement Plan Consulting @
- 2025 -2025 Strategic Consultant Tax-Exempt Market @
- 2024 -2024 Regional Vice President Tax-Exempt Sales @
- 2020 -2024 Regional Vice President Relationship Management - Retirement Services @
- 2007 -2020 Director, Strategic Relationship Management @
- 2004 -2007 Retirement Plan Communication Manager @
- 2002 -2004 Financial Advisor @
- 1998 -2002 Sales and Quality and Compliance Manager @ Beneficial Mortgage Corporation
Bob Blumberg Education
- University of Georgia - Terry College of Business
BBA (Risk Management /Insurance)
1993-1998
Bob Blumberg Skills
- Insurance
- Retirement Planning
- Investments
- Financial Analysis
- 401k
- Series 63
- Series 7
- Retirement
- Business Development
- Mutual Funds
- Fixed Annuities
- Strategic Financial Planning
- Series 24
- Variable Annuities
- Financial Services
- Asset Allocation
- Wealth Management
- Relationship Management
- Series 6
- Marketing
- Microsoft Word
- Microsoft Excel
- Sales
- Banking
- Social Media
- Leadership
- Client Relations
- Account Management
- Team Leadership
- 401K Retirement Savings Plans
- Strategic Planning
- Relationship Building
- Qualified Retirement Plans
- Executive Leadership
- Small Business Retirement Planning
- Series 65
- Client Relationships Strengthening
- Key Client Relationships
- Investment Management
- 401 Retirement Savings Plans
Bob Blumberg Summary
- Bob Blumberg, based in Alpharetta, GA, US, is currently a Principal and Senior Vice President, Retirement Plan Consulting at OneDigital. Bob Blumberg brings experience from previous roles at OneDigital, Voya Financial and OneAmerica Financial. Bob Blumberg holds a 1993 - 1998 BBA in Risk Management /Insurance @ University of Georgia - Terry College of Business. With a robust skill set that includes Insurance, Retirement Planning, Investments, Financial Analysis, 401k and more. Bob Blumberg has 4 emails and 1 mobile phone numbers on RocketReach.
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