Corey Weintraub

Corey Weintraub

Senior Portfolio Analyst | Farmington, Michigan, United States

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Work Experience

Bloom Advisors, Inc

Senior Portfolio Analyst

2021-07-01 — Present

Bloom Advisors, Inc

Client Relationship Manager

2013-11-01 — 2021-07-01

Ameriprise Financial Services, Inc.

Product Manager

2009-10-01 — 2013-08-01

H&R Block Financial Advisors

Product Manager-Packaged Products

2000-01-01 — 2008-01-01

Ameriprise Advisor Services, Inc.

Product Manager- Packaged Products

1997-09-01 — 2009-10-01

Olde Discount Stock Brokers

Mutual Funds

1997-01-01 — 2000-01-01

Skills

wealth management financial planning retirement planning college planning asset management estate planning money management

Languages

English