Julian Bloom is a qualified expert, who works in First Trust main office of which is in 222. on the position of Vice President of Structured Investments from 2019. This person gained professional experience in more than five positions at various companies. Julian Bloom went to the Tufts University and received education to 2013. Julian Bloom has such professional qualifications as Series 7 and Series 66. Newton, Massachusetts is the city, where this person was known to settle. This professional's email address and phone can be accessed through SoftwareOfficial by request.
Name variants:
Julius Bloom,
Jule Bloom,
Jules Bloom
Last updated May 29, 2024
Contact Information
Last Update
Jul 10, 2022
Email
ju**@tufts.edu, jt**@gmail.com, ju**@wellsfargo.com
Location
Newton, MA
Company
Workplace
Colleagues
Work History
Vice President of Structured Investments
120 east Liberty Dr SUITE 400, Wheaton, IL 60187
from Nov 2019
Regional Vice President, Sales
227 west Monroe St, Chicago, IL 60606
▪ External Investment Consultant covering all of New England ▪ Distribute five top decile domestic SMAs and four mutual funds
Dec 15, 2017 — Nov 2019
Associate Regional Director 2
420 Montgomery St, San Francisco, CA 94129
▪ Developed and maintained FA relationships in Broker-Dealer channel of Southeast Florida (Ormond Beach to Coral Gables) ▪ Distributed over 125 strategies across the Equity, Fixed Income, an...
Nov 1, 2014 — Dec 2017
Registered Client Sales and Service Associate
1585 Broadway, New York, NY 10003
▪ Serve as the first line of client communication for an eight member team that supports over 400 households and $600 million AUM ▪ Co-lead day-to-day operational aspects of my team includin...
Oct 2013 — Oct 28, 2014
Sales Associate
527 Madison Ave, New York, NY 10022
Identified, researched, and pursued investor leads on the Institutional side leading to over $40 million raised ;
Sourced potential investors and scheduled follow up meetings for our exter...
Jun 2012 — Aug 2013
Education
upto
2009 — 2013
2006 — 2009
2000 — 2007
1994 — 1995
Occupations
Executive
Vice President
Regional Vice President
Counselor
Chief Executive
Advisor
Skills
Equities
Investments
Microsoft Excel
Entrepreneurship
Alternative Investments
Hedge Funds
Capital Markets
Corporate Finance
Financial Analysis
Mutual Funds
Research
Powerpoint
Microsoft Office
Salesforce.com
Preqin
Series 7
Series 63