Matthew M. Burgener

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50 year

Finance

Consumer Services

Retail Trade

Profile

Matthew M.
Burgener served as the Chief Executive Officer at Blooom, Inc. from 2018 to 2019.
Prior to that, he was the Senior Vice President of Marketing at Copart, Inc. from 2011 to 2015, and the Senior Vice President of Digital Marketing at Bank of America, NA from 2011 to 2011.
He also worked as a Senior Marketing Manager at LendingTree LLC from 2004 to 2006.
Burgener received his undergraduate degree from Colby College and his MBA from the University of Virginia Darden School of Business.

Former positions of Matthew M. Burgener

Companies	Position	End
Blooom, Inc. Blooom, Inc. Investment ManagersFinance blooom aims to help clients create, implement and execute investment portfolios that are designed to build and preserve their wealth during the accumulation phase of life. The firm’s investment strategy involves the selection of mutual funds and exchange traded funds (ETFs) for its clients’ portfolio based upon the investment options offered in their employer sponsored retirement plan(s) or IRA. This is done using various means of research and analysis available through their web-based application. They primarily use well-diversified portfolios of an allocation designed to be in line with client’s age and time to retirement given the options available in their ESRA or IRA. blooom attempts to primarily use indexed mutual funds and ETFs when available within the ESRA fund menu.	Chief Executive Officer	2019-07-31
COPART, INC.	Corporate Officer/Principal	2014-12-31
Bank of America, NA (Charlotte, North Carolina) Bank of America, NA (Charlotte, North Carolina) Major BanksFinance Operates as a nationally chartered commercial bank	Sales & Marketing	2011-06-30
LendingTree LLC LendingTree LLC Finance/Rental/LeasingFinance Provides online lending marketplace and mortgage services	Sales & Marketing	2005-12-31

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Linked companies

Private companies	6
Copart, Inc. Copart, Inc. Specialty StoresRetail Trade Provides online auctions and vehicle remarketing services	Retail Trade
Colby College Colby College Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
Bank of America, NA (Charlotte, North Carolina) Bank of America, NA (Charlotte, North Carolina) Major BanksFinance Operates as a nationally chartered commercial bank	Finance
LendingTree LLC LendingTree LLC Finance/Rental/LeasingFinance Provides online lending marketplace and mortgage services	Finance
Blooom, Inc. Blooom, Inc. Investment ManagersFinance blooom aims to help clients create, implement and execute investment portfolios that are designed to build and preserve their wealth during the accumulation phase of life. The firm’s investment strategy involves the selection of mutual funds and exchange traded funds (ETFs) for its clients’ portfolio based upon the investment options offered in their employer sponsored retirement plan(s) or IRA. This is done using various means of research and analysis available through their web-based application. They primarily use well-diversified portfolios of an allocation designed to be in line with client’s age and time to retirement given the options available in their ESRA or IRA. blooom attempts to primarily use indexed mutual funds and ETFs when available within the ESRA fund menu.	Finance
University of Virginia Darden School of Business University of Virginia Darden School of Business Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services