Jeff Blum Email & Phone Number
Regional Vice President @ Mercer Advisors
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Jeff Blum Location
- California, United States
Jeff Blum Work
- 2023 -now Regional Vice President @
- 2016 -2023 National Account Manager @
- 2014 -2016 Strategic Relationship Manager @
- 2011 -2014 Associate Strategic Relationship Manager @
- 2009 -2011 USC Corporate Governance Summit @
- 2006 -2009 Senior Planner @
Jeff Blum Education
- University of Southern California 2009-2010
- University of California, Berkeley 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 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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