Allan joins LOCUS with a deep background in banking, risk, investments and loan servicing. He is Operations Manager and Chief Compliance Officer for LOCUS Impact Investing. Allan oversees the design, implementation and execution of all business strategies for operations, data management, technology, compliance, investment/loan on-boarding, investment/loan monitoring and client reporting for LOCUS. Mr. Bloom leads all aspects of LOCUS operations and regulatory compliance, including banking, securities and charitable compliance.
Allan has a Bachelor of Science Degree in Management Information Systems from Robert Morris University. He holds a Series 65 license.