1 / 6

Andrew Bloom Seattle Works to Set the Financial Goals and is Accessible to His Clients

Andrew Bloom Seattle has been into portfolio management where he works to analyze the background of his clients as well as their earnings. He designs the customized investment solutions for the clients. He works to set the financial goals and is always accessible to his clients.

andrewbloom
Download Presentation

Andrew Bloom Seattle Works to Set the Financial Goals and is Accessible to His Clients

An Image/Link below is provided (as is) to download presentation Download Policy: Content on the Website is provided to you AS IS for your information and personal use and may not be sold / licensed / shared on other websites without getting consent from its author. Content is provided to you AS IS for your information and personal use only. Download presentation by click this link. While downloading, if for some reason you are not able to download a presentation, the publisher may have deleted the file from their server. During download, if you can't get a presentation, the file might be deleted by the publisher.

E N D

Presentation Transcript


  1. Andrew Bloom Seattle Works to Set the Financial Goals and is Accessible to His Clients

  2. Professional Life of Andrew Bloom Seattle • Andrew Bloom Seattle has been the Managing Member of Cascade Business Associates. • He has been into portfolio management where he works to analyze the background of his clients as well as their earnings. • He designs the customized investment solutions for the clients. • He works to set the financial goals and is always accessible to his clients.

  3. He Has Been into Portfolio Management • Andrew designs the tailor-made investment solutions for individuals who guarantee maximum returns and benefits within a stipulated time frame. • He keeps himself updated with the latest changes in the financial market. • He is proficient in M&A, Coverage Teams, and Equity Research. • Besides, he is specialized in Buy-Side-Private Equity, VC and Growth Equity, Hedge Funds, Fund of Funds, Endowments, and Family Offices.

  4. He Has Been Working for a Trading Sofware Program • This program offers benefits to its clients. • It also offers 5 trade opportunities for the week, thus enabling 5 trades per week. • When it comes to paying the performance fees to the clients, it will be paid to the client on every Friday that will be 50% of the net profits. • This program can have over a 21-day period and proven track record regulated by CFTC and NFA.

  5. His Role in Mixed Use Real Estate • Andrew Bloom Seattle has been into mixed use real estate. • He is well versed with how to establish and maintain a positive flow of communication with other agents, buyers and sellers, and mortgage officers involved in the home buying and selling process.

  6. Thank YouAndrew Bloom Seattle

More Related