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
- Principal and Senior Vice President, Retirement Plan Consulting @ (April 2026 - Present)
- Director, Retirement Plan Consulting @ (August 2025 - April 2026)
- Strategic Consultant Tax-Exempt Market @ (January 2025 - September 2025)
- Regional Vice President Tax-Exempt Sales @ (June 2024 - December 2024)
- Regional Vice President Relationship Management - Retirement Services @ (February 2020 - May 2024)
- Director, Strategic Relationship Management @ (February 2007 - February 2020)
- Retirement Plan Communication Manager @ (October 2004 - February 2007)
- Financial Advisor @ (June 2002 - September 2004)
- Sales and Quality and Compliance Manager @ Beneficial Mortgage Corporation (September 1998 - May 2002)
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 3 emails and 1 mobile phone numbers on RocketReach.
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