Lauren Bloom
- Role
- Certified Financial Planner at Bloom Investment
- Location
- Winter Park, FL, US
- LinkedIn followers
- 500 followers
Finance & AccountingView LinkedIn profile
Experience
Certified Financial Planner
Jan 2023 — Present
Education
University of Massachusetts Amherst
BA
1989 — 1993
Skills
- Relationship Management
- Financial Planning
- Portfolio Management
- 401k
- Retirement Planning
- Finra
- Non-Profits
- Iras
- Insurance
- Employee Benefits
- Retirement
- Strategic Financial Planning
- Series 7
- Investments
- Investment Advisory
- Asset Allocation
- Mutual Funds
- Pensions
- Nonprofits
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