Rory Bluhm, Cres, Mba Email & Phone Number

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 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.

Cornelius, Nc, Us

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 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%.

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 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.

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.

Mba, Finance

Bachelors Of Science, Finance