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Profiel
Mr. Nick Defenthaler is Client Relationship Manager at Bloom Asset Management LLC.
Prior to joining Bloom Asset Management, he was a loan processor with Goldstar Financial Group, Ann Arbor and a client service specialist for Mercer Advisors, Novi.
Mr. Defenthaler is a 2008 graduate of Eastern Michigan University, where he earned a B.B.A. degree with a major in Finance.
Eerdere bekende functies van Nick Defenthaler
| Bedrijven | Functie | Einde |
|---|---|---|
Mercer Advisors, Inc.
 Mercer Advisors, Inc. Investment ManagersFinance Provides financial, estate and tax planning, insurance, corporate trustee & trust administration services | Verkoop & Marketing | - |
Bloom Advisors, Inc.
 Bloom Advisors, Inc. Investment ManagersFinance Bloom Advisors constructs a broad-based diversified investment portfolio specifically designed to meet each client’s individual financial situation, using only no-load mutual funds and exchange traded funds (ETFs). The firm aims to find funds that they believe have the greatest potential to drive a portfolio’s long-term performance by generating excess returns above that of its peers and for its particular benchmark. The firm remains fully invested through various market environments, using their stock and bond allocations as a way to control risk. | Verkoop & Marketing | - |
Opleiding van Nick Defenthaler
Ervaring
Beklede functies
Actief
Inactief
Beursgenoteerde bedrijven
Bedrijven in privébezit
Connecties
5
Eerstegraads connecties
3
Bedrijven verbonden in de eerste graad
Man
Vrouw
Besturend
Uitvoerend
Verwante bedrijven
| Bedrijven in privébezit | 3 |
|---|---|
Bloom Advisors, Inc.
Bloom Advisors, Inc. Investment ManagersFinance Bloom Advisors constructs a broad-based diversified investment portfolio specifically designed to meet each client’s individual financial situation, using only no-load mutual funds and exchange traded funds (ETFs). The firm aims to find funds that they believe have the greatest potential to drive a portfolio’s long-term performance by generating excess returns above that of its peers and for its particular benchmark. The firm remains fully invested through various market environments, using their stock and bond allocations as a way to control risk. | Finance |
Eastern Michigan University
 Eastern Michigan University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Mercer Advisors, Inc.
Mercer Advisors, Inc. Investment ManagersFinance Provides financial, estate and tax planning, insurance, corporate trustee & trust administration services | Finance |
