Jeffrey Oberg

Senior Internal Consultant, Enterprise @Dpl Financial Partners

Knoxville, TN, US
MOBILE NUMBERS
+91 *********19

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WORK HISTORY

Jan 2026 — Present

Senior Internal Consultant, Enterprise @Dpl Financial Partners

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EDUCATION

1991 — 1995

Lenoir-Rhyne University

BA, Communcation

1997 — 1999

University of Tennessee, Knoxville

MS, Communications

2002 — 2003

University of Cincinnati

MBA, Marketing

SKILLS

Market ResearchThought LeadershipLeadershipTime ManagementGifting StrategiesMulti-Generational Wealth TransferLicensed Life Insurance AgentLife InsuranceFinanceLegaciesWealth Preservation PlanningWealth ManagementFinancial ServicesCrmEstate PlanningLicensed in Long-Term Care InsuranceInsuranceManagementKey Person ProtectionSmall BusinessMarketingSuccession Planning401k RolloversAsset ProtectionInvestmentsMulti-Tasking SkillsQualified Retirement PlansPublic RelationsRetirement Planning401(K) Retirement Savings PlansBusiness StrategyMarketing StrategyProtection Planning/Family SecurityMulti-Generational PlanningStrategic PlanningSalesWealth PreservationAnnuity Sales

ABOUT JEFFREY OBERG

Sales and Business Development Professional with Financial Planning experience who successfully drives sales and builds relationships by consulting with individuals and business owners to understand their needs and provide sound advice to maximize their ability to save for retirement. Works closely with all types of clients to identify goals, integrate appropriate strategies and solutions, and closely monitor progress. Implements proactive, innovative networking strategies, and leverages existing relationships to substantially grow book of business.

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Jeffrey Oberg — Senior Internal Consultant, Enterprise at Dpl Financial Partners in Knoxville, TN, US | Unifers