Andrew Bloom

Portfolio Manager

Merriman, Llc
Name variants:
Andru Bloom, Andy Bloom, Drew Bloom
Last updated Jul 01, 2024

Contact Information

More
Last Update
Jul 10, 2022
Email
an**@merriman.com
Location
Buffalo, NY
Company
Merriman, LLC

Workplace

Merriman, LLC

Merriman, LLC

Portfolio Manager

Seattle, WA

Industry

Financial Services

Colleagues

Eleni Jimenez
Program Manager | Microsoft
Kevin Glynn
Investment Advisor Representative
Sarah Rutkas
Owner And Chief Executive Officer
Gerard Figurelli
Managing Director
Alan Hensley
Board Member
Erick Aguayo
Chief Compliance Officer

Work History

Portfolio Manager

Merriman, Llc
800 5Th Ave SUITE 2900, Seattle, WA 98104
from Apr 2016

Investment Strategy Director

Summit Capital Group, Llc
1011 Western Ave SUITE 920, Seattle, WA 98104
Jun 2008 — Apr 2016

Internal Audit

Weyerhaeuser
220 Occidental Ave south, Seattle, WA 98104
Jul 2005 — Jun 2008

Portfolio Manager and Wealth Advisor

Merriman, Llc
800 5Th Ave SUITE 2900, Seattle, WA 98104

Education

Seattle University
2001 — 2005
Seattle University

Occupations

Financial Broker
Portfolio Manager
Executive
Director
Investment Analyst
Financial Analyst
Operations Manager

Skills

Analysis
Financial Analysis
Financial Modeling
Accounting
Finance
Portfolio Management
Investments
Risk Management
Equity Research
Business Development
Asset Allocation
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