Who is Ben Bloom


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Visual Resume for Ben Bloom

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Who is Ben Bloom

  1. 1. Who is Ben Bloom? A few fun facts about me... A presentation for those who want to know more about Benjamin Martin Bloom. (Updated periodically)
  2. 2. I am very IndependentMy entrepreneurial path is a great fit for me because I havethe freedom to buld my own business and be my own bossI take initiative in situationswhere others choose to wait,act without being asked, andI work until the job is done
  3. 3. Visual Resume (Meant for Informational Purposes only, not intended to be advertising or represent professional expertise)
  4. 4. I attended Piedmont High School
  5. 5. I Was a Birdcaller in the Leonard J. Waxdeck Memorial Birdcalling Contest for 3 years
  6. 6. I am an Eagle ScoutMy experiences in BoyScouts helped shape me intothe man I am today. I creditmany of my own values to theyears I spent achieving therank ofEagle.
  7. 7. I attended UC Davis
  8. 8. I am a Knight of Classic Lorein Tau Kappa Epsilon fraternity As a member of Sigma Chi Chapter of TKE, I was awarded the highest honor given by a local chapter
  9. 9. I joined MassMutual Financial Groupin October of 2008, in the midst of the worst financial crisis in history I believe that this has given me a unique perspective on the industry and my chosen career
  10. 10. I have a CA Insurance License andthe Series 6, 7, 63, and 66 Licenses
  11. 11. I believe in constantself-improvement through continuing education I plan to get the CFP/CLU designations and later the ChFC I have already earned the LUTCF and CLTC designations.
  12. 12. I went on to become a Financial Planner at Sagemark Consulting, part of Lincoln Financial GroupI worked as aJunior Associatein an elite planning group,Waldron Wealth Advisors
  13. 13. National Associationof Insurance andFinancial AdvisorsI am a member ofthe Mt. Diablo Chapterof NAIFA and have beensince December 22, 2008
  14. 14. NAIFA Young Advisors Team I am proud to support other young advisors survive and I am a member of the thrive in a challenging businessleadership committee of the local YAT chapter
  15. 15. I’m working toward an MBA I am in the Bay Area Working Professional program at UC Davis
  16. 16. H.D. Vest FinancialServices provides thebacking for myindependent financialplanning practiceI have committed to learningthe intricacies of the U.S. taxcode by preparing tax returns
  17. 17. I am a Notary In the summer of 2012 I became a Notary Public
  18. 18. MORE TO COME...