Adam Blumenthal (Marketing and Sales Director)

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Current careers

College Funding Evolution, Houston, Texas Area

December 2018 – Present

Managing Director and National Sales Trainer for this “think tank” business-training marketing system for coaching businesses and advisors seeking to jumpstart or re-invigorate their financial services careers. He also concentrates on building joint venture partnerships.

The College Authority

December 2018 – Present

Narrates The College Authority’s Tip of The Week, a free video series that aids families in their efforts to find a smarter way to pay for college, college admissions, the financial aid process, scholarships, student loans FAFSA, and more.

Blumenthal Consulting, Cleveland/Akron, Ohio Area

April 2017 – Present

Principal of this sales consulting firm for development and training for sales teams working for companies in various industries that range from startups to SMBs to Fortune 500 and specializing in sales processes for direct-to-consumer (DTC).

Morgan Apprenticeship

January 2010 – Present

Mentor for this program which is based out of University School in Hunting Valley, Ohio, that teaches entrepreneurship to high school students by offering local summer internships that exposes them to the real world after they have participated in a rigorous application process which includes creating a resume and having a formal interview.

Previous employment

Prior to entering the College Admissions and Funding Industry, Adam, as Regional Vice President at Capital Mortgage Services, Inc., managed a large team of sales account executives. Earlier, he developed, co-founded, and subsequently sold Avalon Financial Corp, a firm that specialized in client payment processing.

Groups he belong to

  • Independent Advisor/IMO Forum
  • Inside Higher Ed -- The New Conversation
  • Mortgage Marketing Animals
  • Connecting with Insurance Agents +17k members
  • College Counseling for the Rest of Us
  • Independent Life and Health Insurance Agents

Other involvement

This Adam Blumenthal is actively involved with the American Cancer Society. He spent years as a soccer coach for University School (Cleveland, Ohio), his alma mater. He is also the author of “The Secrets of a College Funding Aid Expert.” As one of the premier recruiting and sales training experts in the financial services industry, Adam has been featured on many media outlets including NBC, ABC, Yahoo News, CNN.com, Crain’s Business, and Cleveland Plain Dealer.

Education

Received Bachelor of Science in Business from Miami University of Ohio in 1998 with an emphasis in Finance and Marketing

Recommendations

Among his numerous admirers who have worked with Adam, examples of his talents, dedication, and hard work include calling him an extremely valuable sales and business consultant, mentor, and trainer for the benefit of a business and its team with his repeatable and game-changing sales processes. His knowledge, expertise, influence, level of involvement, and encouragement when he guides people makes everyone better for the experience. He cares about his clients and makes a notable difference in their businesses.

Personal

Adam enjoys spending time with his wife, Elana, and their children, Aiden and Saige, and coaching his son Aiden’s youth soccer team.