Jack K. Riashi
- Role
- Financial Advisor at Bloom Advisors, Inc
- Location
- Grosse Pointe, MI, US
- LinkedIn followers
- 500 followers
Finance & AccountingView LinkedIn profile
About Jack K. Riashi
Over twenty years of experience as a fee-only financial advisor helping clients work…
Experience
Financial Advisor
Dec 2002 — Present
My role at Bloom Asset Management involves managing client investment portfolios totaling over $1 billion in assets, chairing and serving on the firm\'s formal Investment Committee that is responsible for establishing the firm\'s investment strategies, and advising numerous clients in all areas of financial planning.
Skills
- Alternative Investments
- Trust Services
- Financial Markets
- Retirement Planning
- Radio
- Financial Advisory
- Investments
- Small Business Lending
- Financial Analysis
- Investment Management
- Asset Allocation
- Strategic Financial Planning
- Mutual Funds
- Financial Software
- Financial Planning
- Asset Management
- Portfolio Management
- Television News
- Hedge Funds
- Due Diligence
- Estate Planning
- Monte Carlo Simulation
- Credit Analysis
- Communications
- Separately Managed Accounts
- Investment Strategies
- Securities
- Portfolio Rebalancing Systems
- Mortgage Lending
- Risk Management
- Exchange Traded Funds (Etfs)
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