Please complete the CAPTCHA to continue
@addepar.com
✓
LinkedIn matched
A concise factual answer block for searchers comparing this professional profile.
Steven Bloom is listed as Senior Sales Account Executive at Addepar at Addepar, a company with 400 employees, based in St Augustine, Florida, United States. AeroLeads shows a work email signal at addepar.com and a matched LinkedIn profile for Steven Bloom.
Steven Bloom previously worked as Senior Account Executive at Addepar and Sales Account Executive at Ss&C Advent. Steven Bloom holds Master Of Business Administration (Mba) from University Of Florida.
This section adds company-level context without repeating Steven Bloom's masked contact details.
AeroLeads found 1 current-domain work email signal for Steven Bloom. Compare company email patterns before reaching out.
Steven Bloom is a Senior Sales Account Executive at Addepar at Addepar. He possess expertise in microsoft excel, risk management, data analysis, account reconciliation, accounting and 8 more skills.
Listed skills include Microsoft Excel, Risk Management, Data Analysis, Account Reconciliation, and 9 others.
Company context helps verify the profile and gives searchers a useful next step.
A career timeline built from the work history available for this profile.
New York, New York, United States
Addepar was founded in 2009 to maximize the impact of the world’s capital. Building for even the most complex portfolios, Addepar gives asset owners and advisors a clearer financial picture at every level, allowing them to make more informed, timely and data-driven investment decisions. As one of the fastest growing companies in fintech - backed by the.
Jacksonville, Florida Area
Collect, analyze and validate data metrics to be delivered to subscribing Mutual Fund companies.
Jacksonville, Florida Area
Lead Operations on US Trust high net worth client accounts. Subject matter expert to Merrill Lynch branch offices, analyzing trends and implementing discrepancy solutions to ensure quality control.Individually responsible for rebating over $200,000.00 monthly in CDSC and Redemption Fees to participating fund companies. Reconciliation of all domestic and.
Other employees you can reach at addepar.com. View company contacts for 400 employees →
Annika Fjeldsted
Colleague at Addepar
Salt Lake City Metropolitan Area, United States
View →
RF
Ryan Feeley, Cfa
Colleague at Addepar
Phoenixville, Pennsylvania, United States, United States
View →
JM
Janhvee Mude
Colleague at Addepar
Pune, Maharashtra, India, India
View →
GD
Gareth Delaney
Colleague at Addepar
Cardiff, Wales, United Kingdom, United Kingdom
View →
MJ
Michael Johnson
Colleague at Addepar
Los Angeles, California, United States, United States
View →
NS
Neelam S.
Colleague at Addepar
India, India
View →
PT
Pavel Tsakalidis
Colleague at Addepar
Greater London, England, United Kingdom, United Kingdom
View →
CS
Cam Smith
Colleague at Addepar
Salt Lake City, Utah, United States, United States
View →
SK
Sam Kittle
Colleague at Addepar
Metro Jacksonville, United States
View →
KB
Kelly Buehrens
Colleague at Addepar
New York, New York, United States, United States
View →
Economics and Finance Minors.
Quick answers generated from the profile data available on this page.
Steven Bloom works for Addepar.
Steven Bloom is listed as Senior Sales Account Executive at Addepar at Addepar.
AeroLeads has found 1 work email signal at @addepar.com for Steven Bloom at Addepar.
Steven Bloom is based in St Augustine, Florida, United States while working with Addepar.
Steven Bloom has worked for Addepar, Ss&C Advent, and Merrill Lynch.
Steven Bloom's colleagues at Addepar include Annika Fjeldsted, Ryan Feeley, Cfa, Janhvee Mude, Gareth Delaney, and Michael Johnson.
You can use AeroLeads to view verified contact signals for Steven Bloom at Addepar, including work email, phone, and LinkedIn data when available.
Steven Bloom holds Master Of Business Administration (Mba) from University Of Florida.
Steven Bloom is listed with skills including Microsoft Excel, Risk Management, Data Analysis, Account Reconciliation, Accounting, Analysis, Customer Service, and Financial Analysis.
Search by job title, company, industry, location, and seniority. Export verified B2B contact data when you need it.
Start free trial Search contactsCheck these profiles if this is not the Steven Bloom you were looking for.
