Steven Bloom

Steven Bloom is a seasoned professional in the finance and asset management sectors, currently serving as a Senior Account Executive at Addepar since May 2023. With experience at SS&C Advent from July 2016 to June 2023 in various roles including Sales Account Executive, Channel Manager, and Channel Analyst, Steven has honed skills in sales and channel management. Prior experience at Merrill Lynch from January 2011 to June 2016 included positions such as Operations Analyst and Senior Wealth Management Representative, where Steven led operations for US Trust high net worth client accounts and provided subject matter expertise for branch offices. Steven holds a Master of Business Administration from the University of Florida and a Bachelor of Arts in Business Administration and Management from Flagler College.