Sergio Figueroa Email & Phone Number
Client Relationship Manager @ Bloom Advisors, Inc
5 free lookup(s). No credit card required.
If you need more lookups,
subscriptions start at $34 USD/month.
Sergio Figueroa Location
- Farmington, MI, US
Sergio Figueroa Work
- 2013 -now Client Relationship Manager @
- 2003 -2013 Sr. Hedge Fund Accountant @
- 1997 -2003 Broker @
Sergio Figueroa Skills
- Fund of Funds
- Derivatives
- Bloomberg
- Financial Reporting
- Investments
- Financial Modeling
- Bonds
- Financial Services
- Wealth Management
- Bloomberg Terminal
- Options
- Hedge Funds
- Asset Allocation
- Equities
- Series 7
- FINRA
- Bank Debt Securities
- Cash Management
- Trading
- Financial Markets
- ETFs
- Financial Analysis
- Fixed Income
- Fund Accounting
- Mutual Funds
- Options Strategies
- Investment Management
- Series 63
- Series 24
- Corporate Actions
- Private Equity
- Account Management
- Back Office
- Real Estate
- Prime Brokerage
- Portfolio Management
- Capital Markets
- Hedge Accounting
- Equity Trading
- NAV
- Asset Management
- Account Reconciliation
- Trading Systems
- Fund Administration
- Interest Rate Swaps
- Alternative Investments
- Securities
- Settlement
- Investment Strategies
- Credit Derivatives
Sergio Figueroa Summary
- Sergio Figueroa, based in Farmington, MI, US, is currently a Client Relationship Manager at Bloom Advisors, Inc. Sergio Figueroa brings experience from previous roles at Bank of New York Mellon and Charles Schwab. With a robust skill set that includes Fund of Funds, Derivatives, Bloomberg, Financial Reporting, Investments and more. Sergio Figueroa has 1 emails and 2 mobile phone numbers on RocketReach.
Looking for a different Sergio Figueroa?
Find contact details for 700 million professionals.
G2 Crowd Trusted
300K+ Plugin Users
© 2026 RocketReach.co