Steven J. Bloch

Steven J. Bloch Email and Phone Number

Treasurer @ Harvard Jewish Alumni Alliance
The Colony, TX, US
Steven J. Bloch's Location
The Colony, Texas, United States, United States
Steven J. Bloch's Contact Details

Steven J. Bloch personal email

n/a

Steven J. Bloch phone numbers

About Steven J. Bloch

I am both a tax attorney and a Certified Financial Planner professional. Since 1993 I have been providing clients with complex tax planning and financial planning services.My company's focus is on providing "family office" type services to individuals and families that are frustrated with coordinating or balancing their various advisors. My typical client currently has 3 or more advisors (CPA, estate attorney, investment manager, insurance agent, etc.) and wants a "financial quarterback" to make sure all of their advisors are working together from a coordinated financial plan. My company brings your financial, tax, legal, and accounting experts together to focus solely on managing and protecting your family's wealth.Specialties: Comprehensive financial planning, income taxation, investment management

Steven J. Bloch's Current Company Details
Harvard Jewish Alumni Alliance

Harvard Jewish Alumni Alliance

View
Treasurer
The Colony, TX, US
Website:
harvardclubofdallas.com
Employees:
3
Steven J. Bloch Work Experience Details
  • Harvard Jewish Alumni Alliance
    Treasurer
    Harvard Jewish Alumni Alliance
    The Colony, Tx, Us
  • Harvard Club Of Dallas
    Vice President Finance / Treasurer
    Harvard Club Of Dallas Jul 2022 - Present
    View
  • Bloch Private Wealth, Llc
    Managing Partner
    Bloch Private Wealth, Llc Jul 2017 - Present
    The Colony, Texas
  • Mhb Financial Group Llc
    Managing Partner
    Mhb Financial Group Llc Jun 2006 - Present
    Redondo Beach, Ca
  • Lexington Financial Management
    Managing Partner
    Lexington Financial Management Jun 2004 - Jun 2006
    LFM provides business management and tax services to high net worth individuals and companies. A large number of clients are in the entertainment inndustry.
  • Atlas Advisory Partners
    Managing Partner
    Atlas Advisory Partners May 2002 - Jun 2006
    Boutique income tax compliance and consulting firm.
  • Ernst & Young
    Senior Manager - International Tax
    Ernst & Young Apr 1998 - Mar 2002
    Responsible for the development and implementation of complex tax planning strategies for multinational companies and individuals.
    View
  • Deloitte & Touche
    Manager - International Tax
    Deloitte & Touche Oct 1993 - Apr 1998
    View

Steven J. Bloch Skills

Tax International Tax Investments Restructuring Accounting Financial Planning Financial Services Finance Mergers And Acquisitions Management Due Diligence Financial Analysis Private Equity Corporate Tax Corporate Finance

Steven J. Bloch Education Details

Frequently Asked Questions about Steven J. Bloch

What company does Steven J. Bloch work for?

Steven J. Bloch works for Harvard Jewish Alumni Alliance

What is Steven J. Bloch's role at the current company?

Steven J. Bloch's current role is Treasurer.

What is Steven J. Bloch's email address?

Steven J. Bloch's email address is sb****@****ial.com

What is Steven J. Bloch's direct phone number?

Steven J. Bloch's direct phone number is +131079*****

What schools did Steven J. Bloch attend?

Steven J. Bloch attended Harvard University, Fordham University School Of Law.

What are some of Steven J. Bloch's interests?

Steven J. Bloch has interest in Family, Photograph, Football, Children, Kids, Skiing, Collecting Antiques, Investing, Sweepstakes, Electronics.

What skills is Steven J. Bloch known for?

Steven J. Bloch has skills like Tax, International Tax, Investments, Restructuring, Accounting, Financial Planning, Financial Services, Finance, Mergers And Acquisitions, Management, Due Diligence, Financial Analysis.

Free Chrome Extension

Find emails, phones & company data instantly

Find verified emails from LinkedIn profiles
Get direct phone numbers & mobile contacts
Access company data & employee information
Works directly on LinkedIn - no copy/paste needed
Get Chrome Extension - Free

Download 750 million emails and 100 million phone numbers

Access emails and phone numbers of over 750 million business users. Instantly download verified profiles using 20+ filters, including location, job title, company, function, and industry.