Bernardi Securities, Inc.
Industry: Company
DescriptionFounded: 1984 Subsidiary: Bernardi Asset Management, LLC
Bernardi Securities, Inc. List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Bernardi Securities, Inc.. You can filter them based on skills, years of employment, job, education, department, and prior employment.
Bernardi Securities, Inc. Salaries. You can even request information on how much does Bernardi Securities, Inc. pay if you want to. Learn about salaries, pros and cons of working for Bernardi Securities, Inc. directly from the past employees.
Find People by Employers You can rekindle an old relationship, reconnect with a long-lost friend, former boss, business acquaintance who might be useful in your new line of work. With our employee database, the possibilities are endless. All you have to do is type in a couple of keywords and we'll bring you the exact information you wanted!
19 Bernardi Securities, Inc. employees in database. Find out everything there's to know about Bernardi Securities, Inc. employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Bernardi Securities, Inc. Employees
Employee
Years
Job
Industry
Kiira (Toepper) Wolf Kiira (Toepper) Wolf's Bernardi Securities, Inc. Experience January 2011 - May 2011
Job Digital Marketing Consultant
Industry Marketing and Advertising
Experience
Accenture Interactive March 2014 - Present
Acquity Group July 2013 - March 2014
Acquity Group January 2012 - July 2013
Acquity Group May 2011 - January 2012
Bernardi Securities, Inc. January 2011 - May 2011
DePaul University June 2009 - November 2009
Skills
SEO, Digital Strategy, Email Marketing, Digital Marketing, Social Media, Social Media Marketing, Google Analytics, Project Management, Leadership, Management, Event Planning, Marketing, Customer Service, Strategy, Market Research, Governance, Program Management, Mentoring, Google Adwords, Analytics, Web Project Management, Microsoft Excel, PPC, Budgets, Digital Media, Search Engine..., Google Tag Manager, ExactTarget, Budgeting, Marketing Strategy, Mobility Strategy, Business Process Design, Web Analytics, Integrated Marketing, Lead Generation, E-commerce, Online Advertising, Infusionsoft, CRM, Online Marketing, Consulting
Education
DePaul University 2008 — 2012
Bachelor's, Finance Honors and Sports Management
Accenture Interactive March 2014 - Present
Acquity Group July 2013 - March 2014
Acquity Group January 2012 - July 2013
Acquity Group May 2011 - January 2012
Bernardi Securities, Inc. January 2011 - May 2011
DePaul University June 2009 - November 2009
Skills
SEO, Digital Strategy, Email Marketing, Digital Marketing, Social Media, Social Media Marketing, Google Analytics, Project Management, Leadership, Management, Event Planning, Marketing, Customer Service, Strategy, Market Research, Governance, Program Management, Mentoring, Google Adwords, Analytics, Web Project Management, Microsoft Excel, PPC, Budgets, Digital Media, Search Engine..., Google Tag Manager, ExactTarget, Budgeting, Marketing Strategy, Mobility Strategy, Business Process Design, Web Analytics, Integrated Marketing, Lead Generation, E-commerce, Online Advertising, Infusionsoft, CRM, Online Marketing, Consulting
Education
DePaul University 2008 — 2012
Bachelor's, Finance Honors and Sports Management
Nathaniel Klitzing, CFP® Nathaniel Klitzing, CFP®'s Bernardi Securities, Inc. Experience May 2004 - August 2005
Job Partner Cambridge Capital Management, LLC
Industry Financial Services
Experience
Cambridge Capital Management, LLC August 2008 - Present
Morgan Keegan & Company, Inc. August 2005 - August 2008
Bernardi Securities, Inc. May 2004 - August 2005
Skills
Wealth Management, Investments, Investment Management, Investment Advisory, Portfolio Management, Retirement Planning, Strategic Financial..., Securities, Asset Allocation, Asset Management, Alternative Investments
Education
Southern Illinois University, Carbondale
B.S., Finance
Cambridge Capital Management, LLC August 2008 - Present
Morgan Keegan & Company, Inc. August 2005 - August 2008
Bernardi Securities, Inc. May 2004 - August 2005
Skills
Wealth Management, Investments, Investment Management, Investment Advisory, Portfolio Management, Retirement Planning, Strategic Financial..., Securities, Asset Allocation, Asset Management, Alternative Investments
Education
Southern Illinois University, Carbondale
B.S., Finance
Julie Hipp's Bernardi Securities, Inc. Experience April 1999 - March 2000
Job Marketing Manager at CASA Kane County
Industry Financial Services
Experience
CASA Kane County May 2014 - Present
TriCity Family Services August 2012 - December 2013
Morningstar March 2000 - June 2003
Bernardi Securities, Inc. April 1999 - March 2000
Leo Burnett March 1998 - April 1999
Bear Stearns March 1994 - March 1998
First Colonial Investment Services, Inc July 1991 - March 1994
Skills
Series 7, Brokerage, Event Planning, Project Management, Client Relations Skills, Public Speaking, Nonprofits, Fundraising, Client Relations, Philanthropy, Marketing Strategy, Non-profit Volunteering, Social Media
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1997 — 2000
Master of Business Administration (MBA)
University of Iowa 1987 — 1991
Bachelor of Business Administration (BBA), Finance, General
CASA Kane County May 2014 - Present
TriCity Family Services August 2012 - December 2013
Morningstar March 2000 - June 2003
Bernardi Securities, Inc. April 1999 - March 2000
Leo Burnett March 1998 - April 1999
Bear Stearns March 1994 - March 1998
First Colonial Investment Services, Inc July 1991 - March 1994
Skills
Series 7, Brokerage, Event Planning, Project Management, Client Relations Skills, Public Speaking, Nonprofits, Fundraising, Client Relations, Philanthropy, Marketing Strategy, Non-profit Volunteering, Social Media
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1997 — 2000
Master of Business Administration (MBA)
University of Iowa 1987 — 1991
Bachelor of Business Administration (BBA), Finance, General
Andrew Gonzales, CISA Andrew Gonzales, CISA's Bernardi Securities, Inc. Experience March 2008 - March 2008
Job Senior Associate SAP Security, Controls, and GRC Solutions at PwC LLP
Industry Information Technology and Services
Experience
PwC March 2014 - Present
KPMG July 2011 - January 2014
Southern Illinois University November 2009 - May 2011
Party Carbondale Inc. January 2010 - February 2010
Rustle Hill Winery August 2009 - November 2009
Automated Logic Corporation December 2008 - January 2009
Sears Centre December 2006 - May 2008
Bernardi Securities, Inc. March 2008 - March 2008
Wild Alaska Salmon Co. May 2007 - August 2007
Vector Marketing June 2006 - August 2007
Skills
Auditing, Accounting System, Accounting, Payroll, Microsoft Excel, Customer Service, Microsoft Word, Microsoft Office, Budgets, PowerPoint, Leadership, Strategic Planning, Teamwork, Time Management, Inventory Management, Research, Analysis, Financial Analysis, Access, SAP, Oracle Security, Unix Security, IT Audit, IT Auditors, SAP GRC Access Control, IT GRC, Management, CISA
Education
Southern Illinois University, Carbondale 2010 — 2011
MAcc, Audit, Information Systems
Massey University 2009 — 2009
Accounting
Southern Illinois University, Carbondale 2006 — 2009
B.S., Accounting
University of Wyoming 2004 — 2004
Accounting
PwC March 2014 - Present
KPMG July 2011 - January 2014
Southern Illinois University November 2009 - May 2011
Party Carbondale Inc. January 2010 - February 2010
Rustle Hill Winery August 2009 - November 2009
Automated Logic Corporation December 2008 - January 2009
Sears Centre December 2006 - May 2008
Bernardi Securities, Inc. March 2008 - March 2008
Wild Alaska Salmon Co. May 2007 - August 2007
Vector Marketing June 2006 - August 2007
Skills
Auditing, Accounting System, Accounting, Payroll, Microsoft Excel, Customer Service, Microsoft Word, Microsoft Office, Budgets, PowerPoint, Leadership, Strategic Planning, Teamwork, Time Management, Inventory Management, Research, Analysis, Financial Analysis, Access, SAP, Oracle Security, Unix Security, IT Audit, IT Auditors, SAP GRC Access Control, IT GRC, Management, CISA
Education
Southern Illinois University, Carbondale 2010 — 2011
MAcc, Audit, Information Systems
Massey University 2009 — 2009
Accounting
Southern Illinois University, Carbondale 2006 — 2009
B.S., Accounting
University of Wyoming 2004 — 2004
Accounting
Arthur Ryan Gonzalez Arthur Ryan Gonzalez's Bernardi Securities, Inc. Experience December 1996 - July 1998
Job Account Manager, CH Robinson Worldwide
Industry Logistics and Supply Chain
Experience
C.H. Robinson February 2011 - Present
UBS Investment Bank November 2005 - June 2009
Cargill Investor Services, Inc. February 2001 - October 2005
Peace Corps September 1998 - December 2000
Bernardi Securities, Inc. December 1996 - July 1998
Skills
Logistics, Business Development, Customer Relations, Logistics Management, Strategic Customer..., Client Services, Supply Chain Management, Financial Services, Team Leadership, Analysis, Business Strategy, Microsoft Excel, PowerPoint, International...
Education
DePaul University 2010 — 2012
Master of Education (MEd), Secondary Education and Teaching
Tulane University 1992 — 1996
Bachelor's degree, Political Science-International Relations
C.H. Robinson February 2011 - Present
UBS Investment Bank November 2005 - June 2009
Cargill Investor Services, Inc. February 2001 - October 2005
Peace Corps September 1998 - December 2000
Bernardi Securities, Inc. December 1996 - July 1998
Skills
Logistics, Business Development, Customer Relations, Logistics Management, Strategic Customer..., Client Services, Supply Chain Management, Financial Services, Team Leadership, Analysis, Business Strategy, Microsoft Excel, PowerPoint, International...
Education
DePaul University 2010 — 2012
Master of Education (MEd), Secondary Education and Teaching
Tulane University 1992 — 1996
Bachelor's degree, Political Science-International Relations
Thomas Bernardi, CFA's Bernardi Securities, Inc. Experience November 2014 - Present
Job Portfolio Manager at Bernardi Securities, Inc.
Industry Investment Management
Experience
Bernardi Securities, Inc. November 2014 - Present
MB Financial Bank July 2013 - October 2014
MB Financial Bank July 2011 - June 2013
MB Financial Bank June 2010 - August 2010
Skills
Financial Analysis, Financial Modeling, Microsoft Office, Microsoft Word, PowerPoint, Investments, Microsoft Excel, Economics, Bloomberg Terminal, Bloomberg, Access, Finance, Data Analysis, Access Database, Investment Management, Investment Strategies, Asset Allocation
Education
Bucknell University 2007 — 2011
Bachelor of Arts, Economics, History
Bernardi Securities, Inc. November 2014 - Present
MB Financial Bank July 2013 - October 2014
MB Financial Bank July 2011 - June 2013
MB Financial Bank June 2010 - August 2010
Skills
Financial Analysis, Financial Modeling, Microsoft Office, Microsoft Word, PowerPoint, Investments, Microsoft Excel, Economics, Bloomberg Terminal, Bloomberg, Access, Finance, Data Analysis, Access Database, Investment Management, Investment Strategies, Asset Allocation
Education
Bucknell University 2007 — 2011
Bachelor of Arts, Economics, History
Jenna Kniep's Bernardi Securities, Inc. Experience May 2007 - August 2007
Job Manager at Accenture
Industry Management Consulting
Experience
Accenture September 2012 - Present
Accenture September 2010 - August 2012
Accenture July 2008 - August 2010
Bernardi Securities, Inc. May 2007 - August 2007
Skills
Strategy, Analysis, Valuation, Forecasting, Banking, Business Analysis, Business Process, Business Process..., Consulting, Finance, Financial Services, Management, Management Consulting, Project Management, Requirements Gathering, SDLC, Strategic Planning
Education
University of Iowa - Henry B. Tippie College of Business
Finance, Finance, General
Accenture September 2012 - Present
Accenture September 2010 - August 2012
Accenture July 2008 - August 2010
Bernardi Securities, Inc. May 2007 - August 2007
Skills
Strategy, Analysis, Valuation, Forecasting, Banking, Business Analysis, Business Process, Business Process..., Consulting, Finance, Financial Services, Management, Management Consulting, Project Management, Requirements Gathering, SDLC, Strategic Planning
Education
University of Iowa - Henry B. Tippie College of Business
Finance, Finance, General
Tatiana Killen's Bernardi Securities, Inc. Experience October 2005 - January 2010
Job Analyst at Moody's Investors Service
Industry Financial Services
Experience
Moody's Investors Service February 2010 - Present
Bernardi Securities, Inc. October 2005 - January 2010
Skills
Financial Modeling, Financial Analysis, Analysis, Finance, Economics, Credit Analysis, Data Analysis, Investments, Capital Markets, Fixed Income
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2008 — 2010
Master of Science (M.S.), Finance
Florida Agricultural and Mechanical University 1995 — 1999
Bachelor of Arts (B.A.), Business Economics
Moody's Investors Service February 2010 - Present
Bernardi Securities, Inc. October 2005 - January 2010
Skills
Financial Modeling, Financial Analysis, Analysis, Finance, Economics, Credit Analysis, Data Analysis, Investments, Capital Markets, Fixed Income
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2008 — 2010
Master of Science (M.S.), Finance
Florida Agricultural and Mechanical University 1995 — 1999
Bachelor of Arts (B.A.), Business Economics
Travis Naftzger Travis Naftzger's Bernardi Securities, Inc. Experience June 2012 - August 2012
Job Sales & Trading Analyst at Goldman Sachs
Industry Financial Services
Experience
Goldman Sachs July 2014 - Present
Goldman Sachs June 2013 - August 2013
Bernardi Securities, Inc. June 2012 - August 2012
RYLO Consulting January 2012 - June 2012
Skills
PowerPoint, Word, Excel, Microsoft Office, Facebook, Equity Valuation, Bloomberg Terminal, Financial Analysis, Corporate Finance, Investment Banking, Microsoft Excel, Strategic Planning, Financial Modeling, Trading
Education
The University of Texas at Austin - The Red McCombs School of Business 2010 — 2013
Bachelor of Business Administration (B.B.A.), Accounting and Finance
Adlai E. Stevenson High School 2006 — 2010
Goldman Sachs July 2014 - Present
Goldman Sachs June 2013 - August 2013
Bernardi Securities, Inc. June 2012 - August 2012
RYLO Consulting January 2012 - June 2012
Skills
PowerPoint, Word, Excel, Microsoft Office, Facebook, Equity Valuation, Bloomberg Terminal, Financial Analysis, Corporate Finance, Investment Banking, Microsoft Excel, Strategic Planning, Financial Modeling, Trading
Education
The University of Texas at Austin - The Red McCombs School of Business 2010 — 2013
Bachelor of Business Administration (B.B.A.), Accounting and Finance
Adlai E. Stevenson High School 2006 — 2010
Scott R. Rausch, CFA's Bernardi Securities, Inc. Experience July 2013 - Present
Job Portfolio Manager at Bernardi Securities, Inc.
Industry Investment Management
Experience
Bernardi Securities, Inc. July 2013 - Present
Alpha Advisors, Inc. (a division of American Physicians Capital, Inc.) May 1996 - July 2013
Skills
Portfolio Management, Fixed Income, Credit Analysis, Investments, Cash Management, Fixed Income Portfolio..., Portfolio Analysis, Microsoft Excel, Bloomberg, Microsoft Word, Zia version 5.6.0, Investor Tools, Advent (APX) Portfolio..., NetX360, Asset Management, Economics, Financial Analysis, Series 7, Credit, Finance, Investment Advisory, Analysis
Education
Northwestern University
BSS, Communication Studies
The University of Chicago - Booth School of Business
MBA, Finance
Bernardi Securities, Inc. July 2013 - Present
Alpha Advisors, Inc. (a division of American Physicians Capital, Inc.) May 1996 - July 2013
Skills
Portfolio Management, Fixed Income, Credit Analysis, Investments, Cash Management, Fixed Income Portfolio..., Portfolio Analysis, Microsoft Excel, Bloomberg, Microsoft Word, Zia version 5.6.0, Investor Tools, Advent (APX) Portfolio..., NetX360, Asset Management, Economics, Financial Analysis, Series 7, Credit, Finance, Investment Advisory, Analysis
Education
Northwestern University
BSS, Communication Studies
The University of Chicago - Booth School of Business
MBA, Finance
Daniel Zenisek's Bernardi Securities, Inc. Experience July 2006 - Present
Job Investment Specialist at Bernardi Securities, Inc.
Industry Banking
Experience
Bernardi Securities, Inc. July 2006 - Present
Skills
Municipal Bonds, Fixed Income, Fixed Income Portfolio..., Bloomberg, Series 7, Series 63, Investments, Asset Managment, Customer Service, Syndicate, Uniform Combined State..., Asset Management, Portfolio Management, Bonds, Alternative Investments, Financial Modeling
Education
University of Illinois at Urbana-Champaign 2002 — 2006
Economics
Bernardi Securities, Inc. July 2006 - Present
Skills
Municipal Bonds, Fixed Income, Fixed Income Portfolio..., Bloomberg, Series 7, Series 63, Investments, Asset Managment, Customer Service, Syndicate, Uniform Combined State..., Asset Management, Portfolio Management, Bonds, Alternative Investments, Financial Modeling
Education
University of Illinois at Urbana-Champaign 2002 — 2006
Economics
Philip Sheridan's Bernardi Securities, Inc. Experience December 2013 - December 2013
Job Summer Analyst at AlphaSights
Industry
Experience
Bob O' Link Golf Club April 2012 - Present
AlphaSights June 2015 - August 2015
SilverPepper December 2014 - March 2015
Dartmouth College April 2012 - January 2015
Bernardi Securities, Inc. December 2013 - December 2013
Jump America, LLC November 2012 - December 2012
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Teamwork, Social Media, Public Speaking, Higher Education, SPSS
Education
Dartmouth College 2012 — 2016
Economics and History
Lake Forest High School
Bob O' Link Golf Club April 2012 - Present
AlphaSights June 2015 - August 2015
SilverPepper December 2014 - March 2015
Dartmouth College April 2012 - January 2015
Bernardi Securities, Inc. December 2013 - December 2013
Jump America, LLC November 2012 - December 2012
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Teamwork, Social Media, Public Speaking, Higher Education, SPSS
Education
Dartmouth College 2012 — 2016
Economics and History
Lake Forest High School
John Pascente, CFA's Bernardi Securities, Inc. Experience 1998 - 2005
Job Senior Vice President at Blaylock Beal Van, LLC
Industry Investment Banking
Experience
Blaylock Beal Van, LLC September 2010 - Present
Cabrera Capital Markets, LLC April 2006 - September 2010
Optimo Asset Management March 2005 - April 2006
Bernardi Securities, Inc. 1998 - 2005
Morgan Stanley Dean Witter 1997 - 1998
Skills
Fixed Income, Equities, Series 7, Hedge Funds, Asset Managment, Capital Markets, Portfolio Management, Alternative Investments, Investments, Series 63, Bloomberg, Derivatives, Financial Services, Investment Management, Banking, Securities, Strategic Financial..., Relationship Management, Financial Modeling, Asset Management, Investment Banking, Valuation, Bonds, Morningstar, Private Equity, Finance, Mutual Funds, Institutional..., Trading, Equity Capital Markets, Financial Planning
Education
University of Illinois at Chicago 1995 — 1997
BS, Finance
University of Illinois at Urbana-Champaign 1992 — 1995
Finance/ Economics
St. Ignatius College Prep 1988 — 1992
HS, HS
Blaylock Beal Van, LLC September 2010 - Present
Cabrera Capital Markets, LLC April 2006 - September 2010
Optimo Asset Management March 2005 - April 2006
Bernardi Securities, Inc. 1998 - 2005
Morgan Stanley Dean Witter 1997 - 1998
Skills
Fixed Income, Equities, Series 7, Hedge Funds, Asset Managment, Capital Markets, Portfolio Management, Alternative Investments, Investments, Series 63, Bloomberg, Derivatives, Financial Services, Investment Management, Banking, Securities, Strategic Financial..., Relationship Management, Financial Modeling, Asset Management, Investment Banking, Valuation, Bonds, Morningstar, Private Equity, Finance, Mutual Funds, Institutional..., Trading, Equity Capital Markets, Financial Planning
Education
University of Illinois at Chicago 1995 — 1997
BS, Finance
University of Illinois at Urbana-Champaign 1992 — 1995
Finance/ Economics
St. Ignatius College Prep 1988 — 1992
HS, HS
Matthew Bernardi's Bernardi Securities, Inc. Experience August 2013 - Present
Job Investment Specialist at Bernardi Securities, Inc.
Industry Investment Management
Experience
Bernardi Securities, Inc. August 2013 - Present
Chesapeake Partners June 2010 - July 2013
Skills
Investments, Portfolio Management, Equities, Fixed Income, Bloomberg, Equity Research, Valuation, Financial Modeling, Asset Management, Alternative Investments, Series 7, Hedge Funds, Trading, Bloomberg Terminal, Investment Management
Education
The Johns Hopkins University 2006 — 2010
BA, History, Minor: Economics
Bernardi Securities, Inc. August 2013 - Present
Chesapeake Partners June 2010 - July 2013
Skills
Investments, Portfolio Management, Equities, Fixed Income, Bloomberg, Equity Research, Valuation, Financial Modeling, Asset Management, Alternative Investments, Series 7, Hedge Funds, Trading, Bloomberg Terminal, Investment Management
Education
The Johns Hopkins University 2006 — 2010
BA, History, Minor: Economics
John Tranas, M.B.A.'s Bernardi Securities, Inc. Experience June 2005 - Present
Job Portfolio Manager at Bernardi Securities, Inc.
Industry Investment Management
Experience
Bernardi Securities, Inc. June 2005 - Present
Oak Brook Bank April 1999 - January 2005
MB Financial Bank July 1996 - April 1999
First Chicago NBD January 1995 - July 1996
Skills
Fluent in Greek, Asset Managment, Investments, Bloomberg, Fixed Income, Series 7, Portfolio Management, Asset Allocation, Alternative Investments, Asset Management, Municipal Bonds, Investment Policy, Fixed Income Portfolio..., Mutual Funds
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1992 — 1994
MBA, Economics
University of Illinois at Chicago 1986 — 1991
BA, Economics
St Joseph High School 1981 — 1985
High School Diplotma, Mathematics
Bernardi Securities, Inc. June 2005 - Present
Oak Brook Bank April 1999 - January 2005
MB Financial Bank July 1996 - April 1999
First Chicago NBD January 1995 - July 1996
Skills
Fluent in Greek, Asset Managment, Investments, Bloomberg, Fixed Income, Series 7, Portfolio Management, Asset Allocation, Alternative Investments, Asset Management, Municipal Bonds, Investment Policy, Fixed Income Portfolio..., Mutual Funds
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1992 — 1994
MBA, Economics
University of Illinois at Chicago 1986 — 1991
BA, Economics
St Joseph High School 1981 — 1985
High School Diplotma, Mathematics
Rebecca Cosby's Bernardi Securities, Inc. Experience December 2001 - July 2015
Job Sales Assistant at Raymond James
Industry Financial Services
Experience
Raymond James August 2015 - Present
Bernardi Securities, Inc. December 2001 - July 2015
RISCmanagement 1995 - 1998
Skills
Series 63, Series 52, Investments, Bloomberg, Asset Management, Fixed Income, Budgets, Banking, Data Analysis, Cash Management
Education
DePaul University
Raymond James August 2015 - Present
Bernardi Securities, Inc. December 2001 - July 2015
RISCmanagement 1995 - 1998
Skills
Series 63, Series 52, Investments, Bloomberg, Asset Management, Fixed Income, Budgets, Banking, Data Analysis, Cash Management
Education
DePaul University
John Vezzetti's Bernardi Securities, Inc. Experience
Job Assistant Vice President at Bernardi Securities, Inc.
Industry Investment Banking
Experience
Bernardi Securities, Inc.
Skills
Bloomberg, Asset Managment, Investments
Education
Augustana College 2007 — 2009
Bachelors, Finance
Waubonsee Community College 2005 — 2007
Associates, Electrical Maintenance
Bernardi Securities, Inc.
Skills
Bloomberg, Asset Managment, Investments
Education
Augustana College 2007 — 2009
Bachelors, Finance
Waubonsee Community College 2005 — 2007
Associates, Electrical Maintenance
Sylvia E Sanchez's Bernardi Securities, Inc. Experience August 1998 - November 1999
Job Assistant Vice President Neuberger Berman
Industry Financial Services
Experience
Neuberger Berman October 2014 - Present
Guggenheim Partners May 2012 - October 2014
Deerfield Capital Management March 2006 - January 2012
Sigma Lambda Gamma National Sorority, Inc. June 2004 - June 2006
Northern Trust March 2004 - May 2005
Loomis Sayles LLC August 2000 - April 2003
Sigma Lambda Gamma National Sorority, Inc. June 1998 - June 2000
Bernardi Securities, Inc. August 1998 - November 1999
Skills
Attention To Detail, Goal Oriented, Hard Worker, Self Confidence, Spanish, Account Reconciliation, Bank Loans CLO, Deadline Management, Fixed Asset Management, Fixed Income, Microsoft Office, Operations Management, Organizational..., Priority Management, Problem Analysis, Problem Solving, Product Management, Professional Development, Project Implementation, Self Driven, Self Starter, Staff Mentoring, Strategic Planning, Team Building, Team Management, Team Oriented, Teamwork, Training & Development, Portfolio Management, Investments
Education
University of Illinois at Chicago 1995 — 1998
Bachelor of Science, Finance, Marketing
University of Illinois at Urbana-Champaign 1992 — 1994
Finance, Computer Engineering
Neuberger Berman October 2014 - Present
Guggenheim Partners May 2012 - October 2014
Deerfield Capital Management March 2006 - January 2012
Sigma Lambda Gamma National Sorority, Inc. June 2004 - June 2006
Northern Trust March 2004 - May 2005
Loomis Sayles LLC August 2000 - April 2003
Sigma Lambda Gamma National Sorority, Inc. June 1998 - June 2000
Bernardi Securities, Inc. August 1998 - November 1999
Skills
Attention To Detail, Goal Oriented, Hard Worker, Self Confidence, Spanish, Account Reconciliation, Bank Loans CLO, Deadline Management, Fixed Asset Management, Fixed Income, Microsoft Office, Operations Management, Organizational..., Priority Management, Problem Analysis, Problem Solving, Product Management, Professional Development, Project Implementation, Self Driven, Self Starter, Staff Mentoring, Strategic Planning, Team Building, Team Management, Team Oriented, Teamwork, Training & Development, Portfolio Management, Investments
Education
University of Illinois at Chicago 1995 — 1998
Bachelor of Science, Finance, Marketing
University of Illinois at Urbana-Champaign 1992 — 1994
Finance, Computer Engineering
Gineen DeStefano's Bernardi Securities, Inc. Experience July 2002 - Present
Job Underwriter at Bernardi Securities, Inc.
Industry Investment Banking
Experience
Bernardi Securities, Inc. July 2002 - Present
Legg Mason August 2000 - September 2001
Skills
Investments, Finance
Education
University of Illinois at Chicago 1984 — 1989
Psychology/Sociology
Bernardi Securities, Inc. July 2002 - Present
Legg Mason August 2000 - September 2001
Skills
Investments, Finance
Education
University of Illinois at Chicago 1984 — 1989
Psychology/Sociology
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY