Jeffrey Blumenthal Email & Phone Number
Managing Director - Investments
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Jeffrey Blumenthal Location
- Oklahoma City, OK, US
Jeffrey Blumenthal Work
- 1992 -now Managing Director - Investments @ The Blumenthal-Harlin Financial Group of Wells Fargo Advisors
- 1988 -1992 Attorney at Law @ Beirne, Maynard & Parsons, LLP
Jeffrey Blumenthal Education
- The University of Oklahoma College of Law
Juris Doctor (Law)
1982-1985 - The University of Texas at Austin
Bachelor's Degree (Petroleum Land Management)
1979-1982
Jeffrey Blumenthal Skills
- Investments
- Finance
- Mutual Funds
- Retirement Planning
- Wealth Preservation Planning
- Investment Strategies
- Cash Flow/Cash Reserve Planning
- Charitable Community Giving
- Mergers and Acquisitions
- Financial Services
- Investment Management
- Wealth Management
- Estate
- Financial Analysis
- Education Planning
- Retirement Asset Distribution Planning
- Portfolio Management
- Microsoft Excel
- Trust and Legacy Planning Strategies
Jeffrey Blumenthal Summary
- Jeffrey Blumenthal, based in Oklahoma City, OK, US, is currently a Managing Director - Investments at The Blumenthal-Harlin Financial Group of Wells Fargo Advisors. Jeffrey Blumenthal brings experience from previous roles at Beirne, Maynard & Parsons, LLP. Jeffrey Blumenthal holds a 1982 - 1985 Juris Doctor in Law @ The University of Oklahoma College of Law. With a robust skill set that includes Investments, Finance, Mutual Funds, Retirement Planning, Wealth Preservation Planning and more. Jeffrey Blumenthal has 1 mobile phone numbers on RocketReach.
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