Kevin Bloom
@kevinbloom
I build advisory products, manager programs, and reporting for wealth-management platforms.
United StatesWhat I'm looking for
At Cetera Financial Group, I manage investment manager relationships across Envestnet UMA and SMA programs, serving as a liaison on policy, compliance, custodial requirements, and advisory-platform participation.
I support Cetera Private Wealth Portfolios, the firm's OCIO service, and developed a manager due diligence questionnaire, KPI reporting, and an AUM and net flows report using Envestnet Intelligence.
Previously, I led and trained Internal Advisory Business Consultants, built new-hire curriculum, and helped advisors transition, grow, and scale fee-based advisory businesses. My work contributed to Northeast sales leadership, including approximately $1.9B in net new sales in 2021.
Experience
Work history, roles, and key accomplishments
Manage investment manager relationships within Envestnet's UMA and SMA programs, serving as Cetera's liaison on firm policy, compliance, and custodial requirements. Serve as primary point of contact for Cetera Private Wealth Portfolios, the firm's OCIO service.
Managed investment manager relationships within Envestnet's UMA and SMA programs, serving as Cetera's liaison on firm policy, compliance, and custodial requirements.
Team Lead, Sr. Internal Advisory Business Consultant
Feb 2019 - Dec 2023 (4 years 10 months)
Designed and implemented routine reports, including KPI reports and monthly broker/dealer specific reports. Created standard operating procedures and redesigned Salesforce to report day-to-day activity more efficiently.
Transitioned advisors with fee-based business from transactional to advisory and helped them build, grow, and scale their business on advisory platforms. Achieved over $12.5B in AUM and finished #1 in sales in 2018, 2019, 2020, and 2022.
Consulted on mutual funds and value-add solutions to aid independent and wirehouse advisors in growing their businesses.
Internal Advisor Consultant
Hartford Funds
Nov 2013 - Feb 2017 (3 years 3 months)
Partnered with Advisor Consultants in major markets, providing high-level solutions and value-added strategies to wirehouse financial advisors. Provided retail investors access to institutional mutual fund and ETF managers through sub-advisor relationships.
Sales Coordinator
Hartford Funds
Apr 2013 - Nov 2013 (7 months)
Fielded inbound sales calls to run hypothetical illustrations and managed marketing materials needs for advisors.
Director of Operations
Will County Crackerjacks
Jan 2012 - Aug 2012 (7 months)
Managed ticket sales operations, corporate sponsors, and community relations; supported game-day management; and oversaw interns.
Managed client database and provided analytical support including mutual funds research and performance reporting to a large advisor team.
Education
Degrees, certifications, and relevant coursework
The American College of Financial Services
Chartered Financial Consultant, Financial Services
2020 - 2022
Earned the Chartered Financial Consultant designation.
University of California, Los Angeles
Personal Financial Planning
2017 - 2019
Pursued studies in Personal Financial Planning.
The University of Arizona
Bachelor of Arts, History
2007 - 2011
Activities and societies: Internships: Sports Information Director, Media Relations, The University of Arizona (Aug. 2007 - May 2008)
Bachelor of Arts in History with a minor in Political Science. Interned as Sports Information Director and in Media Relations.
Tech stack
Software and tools used professionally
Availability
Location
United StatesAuthorized to work in
Salary expectations
Job categories
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