Jeff Blumenthal Email & Phone Number
Managing Director, Advisor Services Business Development @ Charles Schwab
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Jeff Blumenthal Location
- Bellevue, WA, US
Jeff Blumenthal Work
- Managing Director, Advisor Services Business Development @ (January 2011 - Present)
- Business Development Officer @ (March 2004 - January 2011)
- National Account Manager @ (January 2001 - December 2004)
- Mutual Fund Distribution, RIA Sales @ SAFECO Mutual Funds (January 1997 - December 2000)
- Municipal Bond Analyst @ Martin Nelson & Co. (June 1995 - June 1997)
Jeff Blumenthal Education
- The Wharton School
Executive Education (Securities Industry Institute (SII))
2018-2022 - University of Washington 1988-1992
Jeff Blumenthal Skills
- Project Management
- Business Analysis
- Software Development
- Public Speaking
- Customer Service
- Strategy
- Business Development
- Management
- Sales Management
- Series 7
- Series 24
- Series 63
- New Business Development
- Investment Advisory
- Financial Advisory
- Wealth Management
- Investments
- Asset Allocation
- Securities
- Mutual Funds
- Alternative Investments
- Investment Strategies
- Portfolio Management
- Asset Managment
- Financial Services
- Relationship Management
- Equities
- Strategic Financial Planning
- Retirement Planning
- Strategic Planning
Jeff Blumenthal Summary
- Jeff Blumenthal, based in Bellevue, WA, US, is currently a Managing Director, Advisor Services Business Development at Charles Schwab. Jeff Blumenthal brings experience from previous roles at Schwab Advisor Services, Manulife, SAFECO Mutual Funds and Martin Nelson & Co.. Jeff Blumenthal holds a 2018 - 2022 Executive Education in Securities Industry Institute (SII) @ The Wharton School. With a robust skill set that includes Project Management, Business Analysis, Software Development, Public Speaking, Customer Service and more. Jeff Blumenthal has 3 emails and 1 mobile phone numbers on RocketReach.
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