Rory Bluhm, Cres, Mba work email
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Rory Bluhm, Cres, Mba personal email
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As a financial advisor with EFS Advisors, I specialize in working with individuals and families seeking a comprehensive financial investment strategy, encompassing both short- and long-term goals. My first responsibility is to educate my clients and guide them through life’s many financial decisions. Knowing that each situation is unique, I carefully listen and work to understand what each client is trying to accomplish before implementing any strategy. Although my niche is with educators, I work with a full array of professionals in addition to retirees. My goal is to systematically analyze each client’s situation and work in partnership with them to implement an objective wealth plan to help them attain their goals.In addition to my Series 7, 63 and 65 registrations, I also hold an Accident, Health and Life Insurance license and recently received my Certified Retirement Education Specialist (CRES) certification.My areas of specialization include:PRIVATE CLIENT-Income distribution strategies for retirees-Comprehensive financial planning-Portfolio analysis & investment management-Fee-only financial plans-Retirement planning-IRA & 401k distribution options-Individual 401(k) and cash balance plans-Stock option strategies-Risk management & alternative investmentsEDUCATORS-403b planning & investments-Defined benefit plans (pensions)-Income replacement plansIf you're looking to take charge of the many financial decisions you will make throughout your life, contact me at 651-257-7494 or rorybluhm@efsadvisors.com.
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Financial AdvisorEfs Advisors Dec 2007 - PresentCambridge, Minnesota, UsOur mission at EFS Advisors is to be the financial authority and resource for working professionals. We help build, maintain, and protect assets over an entire lifetime. Our main objective is to help our clients focus on their financial goals and remain financially independent, creating freedom in their lives.Notices: Securities offered through Advanced Advisor Group (AAG), Member FINRA & SIPC. Investment Advisory Services offered through Educators Financial Services (EFS), A Registered Investment Advisor. 1995 E Rum River Dr. S, Cambridge MN 55008 - (763) 689-9023. AAG and EFS are affiliated under common control D/B/A EFS Advisors.AAG, EFS, and its representatives are authorized to conduct business and communicate with prospective clients in states where registered or where an exception to or exemption from registration exists.Please note that clicking "like" on any posts should not be construed as an endorsement or testimonial of any kind of the firm, its representatives, or the products and services they provide. -
Senior Treasury DirectorTreasury Director - Ditech Financial, Llc Originations May 2014 - Oct 2019
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Treasury Director - OriginationsGreentree Financial Group, Inc. Feb 2013 - May 2014Cornelius, Nc, Us -
Director Structured Funding And Operations - TreasuryAlly Financial, Inc. Dec 2007 - Feb 2013Reviewed structuring agreements and provided feedback on negotiations, risk mitigation, indemnification and operational processes on funding facilities in excess of $6 billion. Resulted in an $8.5 million reduction in funding costs for 2011.Trained and developed a staff of 8-10 employees regarding treasury operational processes for all funding facilities.Developed and implemented operational processes under extremely short time lines during rapidly changing business plan. Co-lead on IT project for Collateral Management Reporting to enhance funding execution and add transparency to Executive reporting. Successfully integrated operational processes into SOX guidelines, 17g-5 Compliance, facility certification process and all required audits. Retained through 5 rounds of layoffs in a company that downsized over 90%.
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Structured Finance Deal ManagerAlly Financial, Inc. Dec 2005 - Dec 2007Lead deal manager on multiple mortgage securitization and whole loan transactions. Respectively issued and transacted over $50 billion in volume. Negotiated with Investment Banks on facility structure and parameters, financing rates, representations and warranties and asset eligibility requirements.Supported related internal strategy team by demonstrating expertise on a specific mortgage product and serving as a secondary market advocate.Earned Achievement of Excellence award presented to four associates on team annually.
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Residential Funding Securities Corporation Operations Manager (Broker/Dealer)Gmac-Rfc Jun 2003 - Dec 2005Negotiated service level initiatives with vendors that resulted in a $750 thousand annual savings. Responsible for budgeting of expenses and allocation of servicing fees to business units.Earned GMAC-ResCap’s Celebrate Leadership corporate associate recognition award presented to 6% of associates annually.QuickStart Manager Training Graduate.
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Senior Settlement Specialist - Team LeadGmac-Rfc Jan 2002 - Jun 2003Responsible for training and development of two junior settlement specialists, a financial settlement associate and an intern.Promoted to team lead within 3 months.Earned RCG Finance Award for internal process enhancements that resulted in the savings of two full-time employees.
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Settlement SpecialistGmac-Rfc Sep 2000 - Jan 2002Daily settlement activities including new account set-up, confirmation of trades, system testing, new deal processing and exception resolution. Used strong communication skills to provide exceptional customer service.Developed and maintained vendor and custodial relationships
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Global Customer Servicer Operations IiiWells Fargo Bank Apr 2000 - Sep 2000San Francisco, California, UsSent out all new corporate action notifications in an efficient and timely manner.Processed daily corporate actions and reorganizations on a global level. -
Global Asset Initiation Team LeadUs Bank Dec 1998 - Apr 2000Minneapolis, Mn, UsHandled disgruntled accounts and converted them into positive relationships for the bank.Trained new employees and distributed workload to all global initiators. -
Hedge Fund Global Operations AssociateEagle Capital Management Aug 1997 - Oct 1998New York, UsPrepared and processed a large volume of trades on a daily basis ensuring they were done in a timely manner with accuracy and completeness.Assisted trading team in the financing of non-dollar and emerging market fixed income debt.
Rory Bluhm, Cres, Mba Education Details
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University Of St. Thomas - Opus College Of BusinessFinance -
St. Cloud State UniversityFinance
Frequently Asked Questions about Rory Bluhm, Cres, Mba
What company does Rory Bluhm, Cres, Mba work for?
Rory Bluhm, Cres, Mba works for Efs Advisors
What is Rory Bluhm, Cres, Mba's role at the current company?
Rory Bluhm, Cres, Mba's current role is Financial Advisor at EFS Advisors.
What is Rory Bluhm, Cres, Mba's email address?
Rory Bluhm, Cres, Mba's email address is cr****@****ors.com
What schools did Rory Bluhm, Cres, Mba attend?
Rory Bluhm, Cres, Mba attended University Of St. Thomas - Opus College Of Business, St. Cloud State University.
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