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@efsadvisors.com
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Rory Bluhm, Cres, Mba is listed as Financial Advisor at EFS Advisors at EFS Advisors, based in Lindstrom, Minnesota, United States. AeroLeads shows a work email signal at efsadvisors.com and a matched LinkedIn profile for Rory Bluhm, Cres, Mba.
Rory Bluhm, Cres, Mba previously worked as Financial Advisor at Efs Advisors and Senior Treasury Director at Treasury Director - Ditech Financial, Llc Originations. Rory Bluhm, Cres, Mba holds Mba, Finance from University Of St. Thomas - Opus College Of Business.
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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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Cambridge, Minnesota, US
Our 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.
Reviewed 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.
Lead 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.
Negotiated 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.
Responsible 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.
Daily 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
San Francisco, California, US
Sent out all new corporate action notifications in an efficient and timely manner.Processed daily corporate actions and reorganizations on a global level.
Minneapolis, MN, US
Handled disgruntled accounts and converted them into positive relationships for the bank.Trained new employees and distributed workload to all global initiators.
New York, US
Prepared 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.
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Rory Bluhm, Cres, Mba works for EFS Advisors.
Rory Bluhm, Cres, Mba is listed as Financial Advisor at EFS Advisors at EFS Advisors.
AeroLeads has found 1 work email signal at @efsadvisors.com for Rory Bluhm, Cres, Mba at EFS Advisors.
Rory Bluhm, Cres, Mba is based in Lindstrom, Minnesota, United States while working with EFS Advisors.
Rory Bluhm, Cres, Mba has worked for Efs Advisors, Treasury Director - Ditech Financial, Llc Originations, Greentree Financial Group, Inc., Ally Financial, Inc., and Gmac-Rfc.
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Rory Bluhm, Cres, Mba holds Mba, Finance from University Of St. Thomas - Opus College Of Business.
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