Marcus Bloom Location
Atlanta, GA, US
Marcus Bloom Work
- 2023 - now Investment Advisor @ Donaldson Capital Management
- 2021 - now Associate Investment Advisor @ Donaldson Capital Management
- 2019 - 2021 Independent Financial Advisor @ Lifestyle Freedom, LLC
- 2019 - 2021 Small Business Consultant @ Array Partners, LLC
- 2003 - 2019 Relationship Manager and Business Development Consultant @ The C.O.R.E. Group
- 1998 - 2002 Client Services Manager @ Liberty Capital Management
- 1997 - 1998 Client Services Manager @ Financial Planning Associates, Inc.
Marcus Bloom Education
- University of North Texas
(Business Administration, Management)
1989 - 1994 - Mission Viejo High School
Marcus Bloom Skills
- Business Planning
- Business Development
- Practice Management
- Financial Advisory
- Retirement
- Asset Allocation
- Customer Service
- Product Marketing
- Creative Writing
- Quarterly Reporting
Marcus Bloom Summary
Marcus Bloom, based in Atlanta, GA, US, is currently a Investment Advisor at Donaldson Capital Management. Marcus Bloom brings experience from previous roles at Donaldson Capital Management, Lifestyle Freedom, LLC, Array Partners and The C.O.R.E. Group. Marcus Bloom holds a 1989 - 1994 University of North Texas. With a robust skill set that includes Business Planning, Business Development, Practice Management, Financial Advisory, Retirement and more. Marcus Bloom has 2 emails and 1 mobile phone numbers on RocketReach.
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Top Donaldson Capital Management Employees
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12
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Matthew Wright
Chief Financial Officer at Donaldson Capital Management
Evansville, IN, US24 -
22
-
Warren Ward
Senior Financial Advisor at Donaldson Capital Management
Columbus, IN, US25+ -
Rick Roop
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Newburgh, IN, US12 -
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Bobbie Bernhardt
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Evansville, IN, US22 -
Crps Brandon Roop
Chief Experience Officer at Donaldson Capital Management
Evansville, IN, US34 -
Kyle Markle
Portfolio Manager at Donaldson Capital Management
Evansville, IN, US22 -
Randy Alsman
Senior Investment Advisor at Donaldson Capital Management
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Marcus Bloom
Investment Advisor at Donaldson Capital Management
Atlanta, GA, US25 -
Priscilla Birt
Lead Financial Planner at Donaldson Capital Management
Knoxville, TN, US1 -
Braden Herendeen
Investment Advisor at Donaldson Capital Management
Evansville, IN, US11
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