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Steven Bloom Location
St. Augustine, FL, US
Steven Bloom Work
Senior Account Executive @ (May 2023 - Present)
Sales Account Executive @ (January 2019 - June 2023)
Channel Manager @ (January 2017 - January 2019)
Channel Analyst @ (July 2016 - December 2017)
Operations Analyst @ (November 2013 - June 2016)
Senior Wealth Management Representative @ (June 2012 - November 2013)
Wealth Management Representative @ (May 2011 - June 2012)
Intern @ (January 2011 - May 2011)
Steven Bloom Education
University of Florida
Master of Business Administration (MBA)
2014-2015
Flagler College
Bachelor of Arts (B.A.) (Business Administration and Management, General)
2008-2011
Steven Bloom Skills
Account Reconciliation
Accounting
Analysis
Black Diamond Wealth Platform
Customer Service
Data Analysis
Event Planning
Financial Analysis
Microsoft Excel
Microsoft Office
Microsoft Word
Mutual Funds
Public Speaking
Risk Management
Steven Bloom Summary
Steven Bloom, based in St. Augustine, FL, US, is currently a Senior Account Executive at Addepar. Steven Bloom brings experience from previous roles at SS&C Advent and Merrill Lynch. Steven Bloom holds a 2014 - 2015 Master of Business Administration (MBA) @ University of Florida. With a robust skill set that includes Account Reconciliation, Accounting, Analysis, Black Diamond Wealth Platform, Customer Service and more. Steven Bloom has 2 emails and 1 mobile phone numbers on RocketReach.
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