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Profil
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.
Anciens postes connus de Nick Defenthaler
| Sociétés | Poste | Fin |
|---|---|---|
Mercer Advisors, Inc.
 Mercer Advisors, Inc. Investment ManagersFinance Provides financial, estate and tax planning, insurance, corporate trustee & trust administration services | Sales & 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. | Sales & Marketing | - |
Formation de Nick Defenthaler
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
5
Relations au 1er degré
3
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 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 |
