Adam Blumberg

Adam Blumberg Email and Phone Number

Delivering high-quality crypto education for financial advisors | Cofounder Interaxis | Trained 2k+ financial advisors in crypto and 11k+ YT subscribers @ Interaxis
Adam Blumberg's Location
Denver, Colorado, United States, United States
About Adam Blumberg

We help educate investors and Financial Professionals about Cryptocurrency, Blockchain and Digital Assets.Check out our YouTube Channel to see some of our work - https://www.youtube.com/c/interaxisThen head to our website to see some of our education solutions - https://www.interaxis.io/

Adam Blumberg's Current Company Details
Interaxis

Interaxis

View
Delivering high-quality crypto education for financial advisors | Cofounder Interaxis | Trained 2k+ financial advisors in crypto and 11k+ YT subscribers
Adam Blumberg Work Experience Details
  • Interaxis
    Co-Founder
    Interaxis Jul 2019 - Present
    Houston, Texas, Us
    www.youtube.com/c/interaxiswww.interaxis.ioInteraxis is focused on crypto education for financial professionals - financial advisors, accountants, bankers, attorneys. We take the complex subjects of blockchain, crypto, DeFi, and Web3, and teach financial professionals in a way that they can make it part of their conversations with clients, and part of their practice.
  • Plannerdao
    Co-Founder
    Plannerdao May 2021 - Present
    I co-founded PlannerDAO, a decentralized community for financial service professionals. PlannerDAO provides education and tools regarding crypto and DeFi to those in the financial services professions all over the world.
  • Chart Wealth Management
    Owner, Cfp(Tm)
    Chart Wealth Management Nov 2015 - Feb 2021
    I work primarily with owners and executives of closely-held and family businesses. Together, we create strategies in the areas of:• Succession planning • Retirement analysis and programs• Estate strategies• Employee benefit and retention services • Business continuation strategies • Executive bonus and non-qualified compensationI am licensed to sell insurance in: Texas and North Carolina and securities in: Texas and North Carolina. I cannot communicate with, nor respond to, requests from people who reside in states where I am not licensed to conduct insurance and/or securities business.Specialties: Life Insurance, Disability Income InsuranceInvestment managementSuccession planningRetirement planning
  • Chart Wealth Management
    Certified Financial Planner (R); Certified Family Business Specialist
    Chart Wealth Management Jan 2014 - Nov 2015
    I work primarily with owners and executives of closely-held and family businesses. Together, we create strategies in the areas of:• Succession planning • Retirement analysis and programs• Estate strategies• Employee benefit and retention services • Business continuation strategies • Executive bonus and non-qualified compensation• Special needs family membersSpecialties: Life Insurance, Disability Income InsuranceInvestment managementSuccession planningRetirement planningSpecial Needs Planning
  • The K Corporation
    Financial Adviser / Specialcare Planner
    The K Corporation Mar 2010 - Jan 2014
    I help young professionals, couples, and families be certain their money is working as efficiently as possible taking into account protection, savings, growth, taxes, inflation, and opportunity cost.I specialize in helping families with children with special needs understand their financial planning options in order to maximize their protection for their children, remain eligible for government benefits, and continue to move toward their goals.
  • Asb Consulting
    Head Adam
    Asb Consulting Aug 2008 - Dec 2008
    ASB Consulting is looking to help small businesses to operate and grow more efficiently. Many small businesses have a solid product or service. However, building a real, scalable, efficient business around that product or service is a struggle for many entrepreneurs. The goal is to free the business owner's time to focus on growth activities.
  • Truistic Solutions, Inc.
    President
    Truistic Solutions, Inc. Mar 2006 - Jul 2008
    Truistic Solutions is a leading outsourced IT department for small businesses. We specialize in professional service firms and healthcare, but have clients in many industries.We help our clients by first understanding their business - processes, revenue streams, costs, etc. From there, we can design and enact a solution and plan to manage and maintain their technology in accordance with their business.We configure, maintain, and manage:Network securityServersEmail - including anti-spamAnti-virusDesktop supportData backupWe become a trusted advisor to our clients. They can call us anytime to get our advice on all technology subjects. Truistic does all this for one monthly fee. There are no additional hours to bill. It is in our best interest that our clients' networks be running smoothly. If you have any technology questions, please feel free to ask.
  • Mann Frankfort Stein & Lipp
    Litigation Support
    Mann Frankfort Stein & Lipp Oct 1999 - Mar 2001
  • Intel Corp.
    Financial Analyst
    Intel Corp. Jul 1997 - May 1998
    Santa Clara, California, Us

Adam Blumberg Skills

Retirement Planning Strategic Financial Planning Life Insurance Financial Advisory Retirement Finance Succession Planning Key Person Insurance Disability Insurance Wealth Management Insurance Buy Sell Small Business Employee Benefits Mutual Funds Investment Advisory Asset Allocation Entrepreneurship Investments Securities Financial Planners Fixed Annuities Estate Planning Financial Analysis Financial Services Leadership Investment Management Executive Benefits 401k Talent Acquisition Talent Management Recruiting Executive Search Sourcing Human Resources Performance Management Outsourcing Management Organizational Development Professional Services Business Development Team Leadership Management Consulting Applicant Tracking Systems Workforce Planning Technical Recruiting Sales Onboarding Interviews Retail Mergers And Acquisitions Acquisition Integration Site Acquisition Customer Acquisition Business Acquisition Team Management Cross Functional Team Leadership Virtual Teams Project Management Change Management Operations Management

Adam Blumberg Education Details

  • Texas Mccombs School Of Business
    Texas Mccombs School Of Business
    Finance
  • The University Of Texas At Austin
    The University Of Texas At Austin
    Finance
  • Bellaire High School
    Bellaire High School
  • St. Johns
    St. Johns

Frequently Asked Questions about Adam Blumberg

What company does Adam Blumberg work for?

Adam Blumberg works for Interaxis

What is Adam Blumberg's role at the current company?

Adam Blumberg's current role is Delivering high-quality crypto education for financial advisors | Cofounder Interaxis | Trained 2k+ financial advisors in crypto and 11k+ YT subscribers.

What is Adam Blumberg's email address?

Adam Blumberg's email address is ad****@****tel.com

What schools did Adam Blumberg attend?

Adam Blumberg attended Texas Mccombs School Of Business, The University Of Texas At Austin, Bellaire High School, St. Johns.

What skills is Adam Blumberg known for?

Adam Blumberg has skills like Retirement Planning, Strategic Financial Planning, Life Insurance, Financial Advisory, Retirement, Finance, Succession Planning, Key Person Insurance, Disability Insurance, Wealth Management, Insurance, Buy Sell.

Free Chrome Extension

Find emails, phones & company data instantly

Find verified emails from LinkedIn profiles
Get direct phone numbers & mobile contacts
Access company data & employee information
Works directly on LinkedIn - no copy/paste needed
Get Chrome Extension - Free

Aero Online

Your AI prospecting assistant

Download 750 million emails and 100 million phone numbers

Access emails and phone numbers of over 750 million business users. Instantly download verified profiles using 20+ filters, including location, job title, company, function, and industry.