We found the following information about Lauren Leidner Bloom at Chepenik Financial, where the professional has worked as a Education Consultant since 2018. Lauren's total work experience is over 21 years, during which time this expert had at least seven jobs at different places to develop professional skills. Lauren studied at the University of Massachusetts Amherst from 1989 to 1993. This person received the following certifications: Certified Financial Planner (Cfp), Certified Financial Planner™, and Life Insurance License. Lauren currently is located in Winter Park, Florida. You can contact with Lauren by searching for phone number or email or find full info by requesting access to the professional's additional details.
Name variants:
Lauryn Bloom
Last updated Jun 02, 2024
Contact Information
Last Update
Jul 10, 2022
Email
la**@gmail.com, la**@gmail.com
Location
Winter Park, FL
Company
Workplace
Education Consultant
Orlando, FL
Industry
Insurance, Insurance Agent/Broker
Colleagues
Work History
Director of Client Development
1525 International Pkwy SUITE 2071, Lake Mary, FL 32746
Jan 2014 — Apr 2016
Director of Membership Services
151 west Lyman Ave, Winter Park, FL 32789
from Apr 2016
Retirement Plan Consultant
275 Washington St, Newton, MA 02458
Assist plan fiduciaries with their Fiduciary Responsiblity to manage, monitor and maintain the Retirement Plan in the sole and best interests of plan participants.
This includes assisting ...
2007 — May 2013
Retirement Education Specialist
1295 State Street Ter, Springfield, MA 01109
2000 — Oct 2007
Relationship Manager, Retirement Education
245 Summer St, Boston, MA 02210
1996 — 2000
Education
Occupations
Executive
Director
Counselor
Organization Management
Non-Profit
Operations Manager
Advisor
Skills
Retirement Planning
Retirement
Mutual Funds
401K
Insurance
Employee Benefits
Financial Planning
Pensions
Asset Allocation
Investment Advisory
Investments
Strategic Financial Planning
Series 7
Portfolio Management
Relationship Management
Finra
Nonprofits
Iras
Non Profits
FAQs about Lauren Leidner Bloom
What is the main profession of Lauren Leidner Bloom?
This professional's job is Director of Membership Services
What jobs is Lauren a professional at?
The expert is proficient at such jobs as Executive and Director.
Where does Lauren Leidner Bloom live?
Lauren currently lives in Winter Park, Florida.
Does Lauren have the email address?
la**@gmail.com and la**@gmail.com is Lauren Leidner Bloom's email address.
Where did Lauren Leidner Bloom work?
Lauren worked at Chepenik Financial, Lamco Advisory Services, Inc..
What education does Lauren Leidner Bloom have?
Lauren studied at the University of Massachusetts Amherst from 1989 to 1993.
Are there any professional certifications, that Lauren Leidner Bloom has?
The expert received the following certifications: Certified Financial Planner (Cfp), Certified Financial Planner™, and Life Insurance License.
What is professional industry that Lauren Leidner Bloom is connected to?
This professional works in Non-Profit Organization Management industry.