Patricia A. Bloom, CSOP
Senior Portfolio Analyst
Patricia A. Bloom is a Senior Portfolio Analyst at National Investment Services. She joined the firm in 2014 and is responsible for portfolio administration, reconciliation and construction of client and consultant investment summaries.
Prior to joining NIS, Patti was a senior portfolio assistant at Pennant Management where she was responsible for all back office processes including trade processing, trade settlements, ACH transactions and first line of contact for clients.
Patti holds a B.A. in accounting from Cardinal Stritch University and a CSOP (Certified Securities Operations Professional) Certification.
CSOP (Certified Securities Operations Professional)
National Investment Services, Inc., 2014
Pennant Management, 2008-2014
Wells Capital Management, 2003-2008
Cardinal Stritch University
Phone (414) 908-2761
Email Patricia A. Bloom, CSOP