Senior Portfolio Analyst
B.A., Communications, Florida Atlantic University
Series 65, Series 63
Year Started at Bloom
What do you love most about working at Bloom?
I really love the team atmosphere at Bloom. We all respect, trust and care for each other.
What type of clients do you enjoy working with most?
I enjoy working with clients who are new to investing and young investors. It’s a great feeling to help them achieve milestones like buying their first home, sending their children to college and saving enough money to retire.
What is your greatest professional accomplishment?
I am really proud of all the financial industry licenses that I have received. I previously earned my Series 7, Series 63, Series 65 and Series 24 licenses. This knowledge helps me make the most educated and informed decisions for our clients.
What do you think makes Bloom special?
I have worked with many advisors and brokers in my career and I can honestly say Bloom is the only place I have worked that always puts clients’ needs first. Other firms say they do, but the reality is they care more about making money than their clients. I am so proud to work for a firm like Bloom.
What did you do before you joined Bloom?
I was a Senior Product Manager of Non-Proprietary Mutual Funds at Ameriprise Financial. In this role, I was responsible for maintaining the firm’s relationship with key mutual fund companies with combined annual sales over $3 billion.
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