Jeff Blum Email & Phone Number
Regional Vice President @ Mercer Advisors
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Jeff Blum Location
- California, United States
Jeff Blum Work
- Regional Vice President @ (July 2023 - Present)
- National Account Manager @ (June 2016 - July 2023)
- Strategic Relationship Manager @ (February 2014 - June 2016)
- Associate Strategic Relationship Manager @ (June 2011 - February 2014)
- USC Corporate Governance Summit @ (September 2009 - May 2011)
- Senior Planner @ (February 2006 - August 2009)
Jeff Blum Education
- University of Southern California
Master’s Degree
2009-2010 - University of California, Berkeley
Bachelor’s Degree
2000-2004
Jeff Blum Skills
- Series 65
- Key Account Relationship Management
- Asset Management
- Mutual Funds
- Business Development
- Marketing Strategy
- Customer Relationship Management (CRM)
- Series 63
- Strategy
- Investments
- Marketing
- National Account Management
- Private Bank
- Regional Banks
- Separately Managed Accounts
- Relationship Development
- Wealth Management
- Financial Services
- Investment Management
- Investment Advisory
- Key Account Acquisition & Retention
- Enterprise Relationship Management
- Key Accounts
- Customer Experience
- Presentation Skills
- Salesforce.com
- Client Relations
- Investment Strategies
Jeff Blum Summary
- Jeff Blum, based in California, United States, is currently a Regional Vice President at Mercer Advisors. Jeff Blum brings experience from previous roles at Capital Group | American Funds, AllianceBernstein and USC Marshall School of Business. Jeff Blum holds a 2009 - 2010 Master’s Degree @ University of Southern California. With a robust skill set that includes Series 65, Key Account Relationship Management, Asset Management, Mutual Funds, Business Development and more. Jeff Blum has 4 emails and 2 mobile phone numbers on RocketReach.
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