FARMINGTON HILLS, Mich. – Sergio Figueroa has joined Bloom Asset Management as a Client Relationship Manager. In this capacity, he will provide account services to clients whose portfolios are managed by the firm.
Previously he was an investment services representative and mutual fund accountant for Bank of New York Mellon in Orlando. He also worked for Charles Schwab & Co. as a Registered Representative and Customer Services Representative, and has more than 15 years of experience in the financial industry.
Bloom Asset Management is a registered investment advisor that provides professional money management and financial planning services for individual investors and businesses. The company helps investors establish and manage retirement plans and IRAs, including 401(k) and 403(b) plans. The firm also provides legal and taxation services for its clients through Bloom, Bloom, & Associates.