Jeff Blum

Jeff Blum Email and Phone Number

Regional Vice President at Mercer Advisors @ Mercer Advisors
Jeff Blum's Location
San Francisco Bay Area, United States, United States
Jeff Blum's Contact Details

Jeff Blum personal email

Jeff Blum phone numbers

About Jeff Blum

Jeff Blum is a Regional Vice President at Mercer Advisors at Mercer Advisors. He possess expertise in key account relationship management, asset management, series 7, series 63, series 26 and 15 more skills.

Jeff Blum's Current Company Details
Mercer Advisors

Mercer Advisors

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Regional Vice President at Mercer Advisors
Jeff Blum Work Experience Details
  • Mercer Advisors
    Regional Vice President
    Mercer Advisors Jul 2023 - Present
    Denver, Colorado, Us
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  • Capital Group | American Funds
    National Account Manager
    Capital Group | American Funds Jun 2016 - Jul 2023
    Los Angeles, Ca, Us
    Lead relationships with home office and research groups to drive placement of Capital Group's holistic solutions at home offices, within models, and drive sales initiatives with internal sales teams.   Coordinate with sales teams to ensure shared alignment and synchronized research coverage.
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  • Alliancebernstein
    Strategic Relationship Manager
    Alliancebernstein Feb 2014 - Jun 2016
    Nashville, Tn, Us
    Developed and maintained partner-firm relationships and implement strategic sales and marketing initiatives at RIA Home Offices/Platform firms and regional and independent firms' platforms and research teams
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  • Alliancebernstein
    Associate Strategic Relationship Manager
    Alliancebernstein Jun 2011 - Feb 2014
    Nashville, Tn, Us
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  • Usc Marshall School Of Business
    Usc Corporate Governance Summit
    Usc Marshall School Of Business Sep 2009 - May 2011
    Los Angeles, Ca, Us
    Sponsor Relationship Manager - Led 10-person team for 275-person conference of corporate directors, US Government leaders, and c-level executives. Created first-ever strategic business development plan and managed external marketing material.
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  • Groupm
    Senior Planner
    Groupm Feb 2006 - Aug 2009
    New York, Us
    Created, analyzed, developed and implemented multi-million dollar media plans
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Jeff Blum Skills

Key Account Relationship Management Asset Management Series 7 Series 63 Series 26 Series 31 Mutual Funds Strategy Business Development Marketing Strategy Investments Marketing Customer Relationship Management National Account Management Private Bank Regional Banks Separately Managed Accounts Relationship Development Wealth Management Financial Services

Jeff Blum Education Details

  • University Of California, Berkeley
    University Of California, Berkeley
    Bachelor’S Degree
  • University Of Southern California
    University Of Southern California
    Master’S Degree

Frequently Asked Questions about Jeff Blum

What company does Jeff Blum work for?

Jeff Blum works for Mercer Advisors

What is Jeff Blum's role at the current company?

Jeff Blum's current role is Regional Vice President at Mercer Advisors.

What is Jeff Blum's email address?

Jeff Blum's email address is je****@****ail.com

What is Jeff Blum's direct phone number?

Jeff Blum's direct phone number is 141590*****

What schools did Jeff Blum attend?

Jeff Blum attended University Of California, Berkeley, University Of Southern California.

What skills is Jeff Blum known for?

Jeff Blum has skills like Key Account Relationship Management, Asset Management, Series 7, Series 63, Series 26, Series 31, Mutual Funds, Strategy, Business Development, Marketing Strategy, Investments, Marketing.

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