Jeff Blum

Jeff Blum is an accomplished financial professional with extensive experience in the brokerage and financial services industry. Since October 2010, Jeff has served as the Director of Institution and Advisor Success at CUNA Brokerage Services, Inc., overseeing a team of Sales Consultants dedicated to supporting Financial Advisors in enhancing their brands and improving their practices within credit unions. Prior to this role, Jeff held positions at LPL Financial Services as a Fixed Income Trader, where expertise in trading various bonds was developed, and at Merrill Lynch, where advisory services were provided to retail and institutional investors. Jeff's earlier career includes trading roles at Wulff, Hansen & Co. and Miller & Schroeder Financial, focusing on municipal bonds and credit research.