Luke Bloom
Associate at Criterion Management Llc
Based in New York, United States
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Seniority
Staff
Department
Finance & Accounting
Location
New York
Industry
Financial Services
Company size
35
Contact information
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l•••••••@criterionmgmt.com
Phone
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Background
About Luke Bloom
Agent to the Wall Street Professional - I represent Wells Fargo, LPL, Raymond James, Rockefeller and other firms across all channels (Bank side, W2, 1099, RIA) I appreciate the chance to connect and share insights. As Wall Street experiences a transformative shift, smaller regional players are thriving amid the decline of established firms. We aim to collaborate with you, assess your business, pinpoint optimal fits, and negotiate the best deals—whether it's a significant financial proposal or a pathway to transformative growth. The choice is yours. While I'm not suggesting an immediate change, exploring opportunities and considering the potential benefits is crucial.
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