Bernstein Company
Industry: American composer
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Bernstein Employees
Employee
Years
Job
Industry
Steven Winoker Steven Winoker's Bernstein Experience 2007 - Present
Job MD, SVP, Sr. Equity Analyst at Bernstein
Industry Financial Services
Experience
Bernstein 2007 - Present
Honeywell Life Safety 2006 - 2007
United Technologies 2001 - 2006
Bain & Company 1994 - 2001
Skills
Valuation, Portfolio Management, Financial Analysis, Mergers, Asset Management, Equities, Financial Modeling, Corporate Finance, Competitive Analysis, Equity Research, Financial Reporting, Customer Relations, Business Strategy, Analysis, Data Analysis, Business Analysis, Strategic Planning, Product Development, Research, Due Diligence, Business Planning, Strategy Development, Emerging Markets, Marketing Strategy, Negotiation, Management Consulting, Forecasting, Team Building
Education
Harvard Business School 1992 — 1994
MBA
Brown University 1985 — 1989
A.B., International Relations, Commerce
The Moses Brown School
Bernstein 2007 - Present
Honeywell Life Safety 2006 - 2007
United Technologies 2001 - 2006
Bain & Company 1994 - 2001
Skills
Valuation, Portfolio Management, Financial Analysis, Mergers, Asset Management, Equities, Financial Modeling, Corporate Finance, Competitive Analysis, Equity Research, Financial Reporting, Customer Relations, Business Strategy, Analysis, Data Analysis, Business Analysis, Strategic Planning, Product Development, Research, Due Diligence, Business Planning, Strategy Development, Emerging Markets, Marketing Strategy, Negotiation, Management Consulting, Forecasting, Team Building
Education
Harvard Business School 1992 — 1994
MBA
Brown University 1985 — 1989
A.B., International Relations, Commerce
The Moses Brown School
Dyan Roppolo Dyan Roppolo's Bernstein Experience November 2013 - Present
Job Assistant Vice President, Marketing Manager at Bernstein
Industry Financial Services
Experience
Bernstein November 2013 - Present
Roberts & Ryan July 2013 - October 2013
Clear Focus Financial Search 2012 - June 2013
Tennison Group 2011 - 2012
Bernstein Global Wealth Management 2006 - 2011
Bernstein Global Wealth Management 2001 - 2006
Bernstein Global Wealth Management 1999 - 2001
Bernstein Global Wealth Management 1998 - 1999
Bernstein Global Wealth Management 1995 - 1998
Skills
Executive Search, Candidate Screening, Candidate Assessment, Candidate Selection, Candidates Searching, Direct Recruiting, Direct Sourcing, Full-cycle Recruiting, Contingent Search, Retained Search, Compensation Negotiation, Process Consultation, Professional Networking, New Business Development, Candidate Generation, Coaching, Client Service, Financial Services, Wealth Management, Accounting, Talent Acquisition, Talent Assessment, Relationship Development, Marketing, Sourcing, Recruiting, Temporary Placement, Talent Management, PeopleSoft, Negotiation, Business Networking, Finance, Screening Resumes, Process Consulting, Technical Recruiting, SDLC, Interviews, Internet Recruiting, College Recruiting, Hiring, Portfolio Management, Applicant Tracking..., Asset Management
Education
Binghamton University 1991 — 1995
BA, Psychology
Cardinal Spellman HS 1987 — 1991
Villa Maria Academy 1982 — 1987
University of North London
Study Abroad Fall 1995
Bernstein November 2013 - Present
Roberts & Ryan July 2013 - October 2013
Clear Focus Financial Search 2012 - June 2013
Tennison Group 2011 - 2012
Bernstein Global Wealth Management 2006 - 2011
Bernstein Global Wealth Management 2001 - 2006
Bernstein Global Wealth Management 1999 - 2001
Bernstein Global Wealth Management 1998 - 1999
Bernstein Global Wealth Management 1995 - 1998
Skills
Executive Search, Candidate Screening, Candidate Assessment, Candidate Selection, Candidates Searching, Direct Recruiting, Direct Sourcing, Full-cycle Recruiting, Contingent Search, Retained Search, Compensation Negotiation, Process Consultation, Professional Networking, New Business Development, Candidate Generation, Coaching, Client Service, Financial Services, Wealth Management, Accounting, Talent Acquisition, Talent Assessment, Relationship Development, Marketing, Sourcing, Recruiting, Temporary Placement, Talent Management, PeopleSoft, Negotiation, Business Networking, Finance, Screening Resumes, Process Consulting, Technical Recruiting, SDLC, Interviews, Internet Recruiting, College Recruiting, Hiring, Portfolio Management, Applicant Tracking..., Asset Management
Education
Binghamton University 1991 — 1995
BA, Psychology
Cardinal Spellman HS 1987 — 1991
Villa Maria Academy 1982 — 1987
University of North London
Study Abroad Fall 1995
Charles B. Lynch, Jr., MBA Charles B. Lynch, Jr., MBA's Bernstein Experience June 2007 - Present
Job Principal & Advisor at Alliance Bernstein, High Net Worth Individuals, NonProfits, Retirement Plans, ESOPs & Athletes
Industry Financial Services
Experience
Bernstein June 2007 - Present
Skills
Business Development, New Business Development, Leadership, Investments, Direct Sales, Sales, Management, Finance, Team Building, Strategic Planning, Business Planning, Executive Management, Training, Marketing Strategy, Negotiation, Risk Management, Start-ups, Mergers & Acquisitions, Entrepreneurship, Product Development, Marketing Communications, Contract Negotiation, Asset Management, Medical Devices, Private Equity, Due Diligence, Financial Analysis, Financial Modeling, Wealth Management..., Multi-generational..., Trusted Business Advisor, Portfolio Management, Business Strategy, International Sales, Competitive Analysis, Strategic Financial..., Multi-generational...
Education
Clemson University 1991 — 1993
MBA, Business, International Finance
Clemson University 1987 — 1991
BA, Spanish and International Business (Finance)
Bernstein June 2007 - Present
Skills
Business Development, New Business Development, Leadership, Investments, Direct Sales, Sales, Management, Finance, Team Building, Strategic Planning, Business Planning, Executive Management, Training, Marketing Strategy, Negotiation, Risk Management, Start-ups, Mergers & Acquisitions, Entrepreneurship, Product Development, Marketing Communications, Contract Negotiation, Asset Management, Medical Devices, Private Equity, Due Diligence, Financial Analysis, Financial Modeling, Wealth Management..., Multi-generational..., Trusted Business Advisor, Portfolio Management, Business Strategy, International Sales, Competitive Analysis, Strategic Financial..., Multi-generational...
Education
Clemson University 1991 — 1993
MBA, Business, International Finance
Clemson University 1987 — 1991
BA, Spanish and International Business (Finance)
Dave Altman, CFP® Dave Altman, CFP®'s Bernstein Experience 2003 - Present
Job Financial Advisor at Bernstein Global Wealth Management
Industry Investment Management
Experience
Bernstein 2003 - Present
Skills
Estate Planning, Start-ups, Alternative Investments, Investment Management, Investment Strategies, Investment Advisory, Wealth Management, Asset Managment, Hedge Funds, Investments, Private Equity, Securities, Series 7, Portfolio Management, Equities, Asset Allocation, Financial Advisory, Strategic Financial..., Wealth Management..., Fixed Income, Bonds, Valuation, Retirement Planning, High Net Worth..., Portfolio Optimization, Asset Management, Finance, Mutual Funds, Series 63, Equity Research, Capital Markets
Education
New York University 2006 — 2008
CFP, Certified Financial Planner
Universidad Politécnica de Madrid 2001 — 2002
Masters of Science, Electronic Commerce
Dartmouth College 1995 — 1999
BA, Spanish, Government, Education
Westminster
Bernstein 2003 - Present
Skills
Estate Planning, Start-ups, Alternative Investments, Investment Management, Investment Strategies, Investment Advisory, Wealth Management, Asset Managment, Hedge Funds, Investments, Private Equity, Securities, Series 7, Portfolio Management, Equities, Asset Allocation, Financial Advisory, Strategic Financial..., Wealth Management..., Fixed Income, Bonds, Valuation, Retirement Planning, High Net Worth..., Portfolio Optimization, Asset Management, Finance, Mutual Funds, Series 63, Equity Research, Capital Markets
Education
New York University 2006 — 2008
CFP, Certified Financial Planner
Universidad Politécnica de Madrid 2001 — 2002
Masters of Science, Electronic Commerce
Dartmouth College 1995 — 1999
BA, Spanish, Government, Education
Westminster
Abby Daniels Abby Daniels's Bernstein Experience June 2005 - Present
Job PrincipalSenior Investment Advisor, Bernstein Global Wealth Management
Industry Financial Services
Experience
Bernstein June 2005 - Present
Education
Rice University 1990 — 1994
Bachelor of Arts, Business; Psychology
Bernstein June 2005 - Present
Education
Rice University 1990 — 1994
Bachelor of Arts, Business; Psychology
Beth Ann Day Beth Ann Day's Bernstein Experience April 2005 - Present
Job Chief Talent Officer, Global Assoc Dir of Research at Bernstein
Industry Financial Services
Experience
Bernstein April 2005 - Present
CSFB April 2001 - March 2005
Morgan Stanley April 2000 - April 2001
BOFA Securities September 1997 - April 2000
Montgomery Securities April 1992 - August 1995
Skills
Financial Modeling, Valuation, Equities, Equity Research, Capital Markets, Hedge Funds, Asset Management, Bloomberg, Investments, Management
Education
Stanford University 1995 — 1997
AM, Literature
University of Oregon 1988 — 1991
MA, English Literature
Whitworth University 1983 — 1987
BA, English
Bernstein April 2005 - Present
CSFB April 2001 - March 2005
Morgan Stanley April 2000 - April 2001
BOFA Securities September 1997 - April 2000
Montgomery Securities April 1992 - August 1995
Skills
Financial Modeling, Valuation, Equities, Equity Research, Capital Markets, Hedge Funds, Asset Management, Bloomberg, Investments, Management
Education
Stanford University 1995 — 1997
AM, Literature
University of Oregon 1988 — 1991
MA, English Literature
Whitworth University 1983 — 1987
BA, English
Steve Lippman Steve Lippman's Bernstein Experience March 2001 - Present
Job Director at Bernstein Global Wealth Management
Industry Financial Services
Experience
Bernstein March 2001 - Present
Bernstein Global Wealth Management 2001 - Present
William Mercer December 1994 - March 2001
Education
University of Arizona 1988 — 1993
Bernstein March 2001 - Present
Bernstein Global Wealth Management 2001 - Present
William Mercer December 1994 - March 2001
Education
University of Arizona 1988 — 1993
Shawn Wamstad Shawn Wamstad's Bernstein Experience 2011 - Present
Job at
Industry Financial Services
Experience
Bernstein 2011 - Present
Covest Capital Partners 2008 - 2011
USA Properties, Inc. 2003 - 2007
Blanchard, Krasner & French 2000 - 2003
Skills
Mergers & Acquisitions, Due Diligence, Investments, Finance, Management, Estate Planning, Financial Analysis, Securities, Commercial Real Estate, Marketing
Education
University of San Diego School of Business 1998 — 2000
MBA, Finance
University of San Diego School of Law 1997 — 2000
JD, Law
Texas Christian University - M.J. Neeley School of Business 1992 — 1996
BBA, Marketing; Minor in History
Bernstein 2011 - Present
Covest Capital Partners 2008 - 2011
USA Properties, Inc. 2003 - 2007
Blanchard, Krasner & French 2000 - 2003
Skills
Mergers & Acquisitions, Due Diligence, Investments, Finance, Management, Estate Planning, Financial Analysis, Securities, Commercial Real Estate, Marketing
Education
University of San Diego School of Business 1998 — 2000
MBA, Finance
University of San Diego School of Law 1997 — 2000
JD, Law
Texas Christian University - M.J. Neeley School of Business 1992 — 1996
BBA, Marketing; Minor in History
David Breaux David Breaux's Bernstein Experience June 1997 - May 2000
Job Mortgage Loan Officer at Private Mortgage Advisors
Industry Financial Services
Experience
Private Mortgage Advisors April 2014 - Present
EverBank August 2013 - April 2014
Boston Private Bank November 2007 - August 2013
Countrywide Home Loans June 2005 - November 2007
Peninsula Custom Homes, Inc. May 2000 - August 2002
Bernstein June 1997 - May 2000
Skills
Mortgage Lending, Banking, Loans, Real Estate, Credit, Financial Analysis, Investments, Real Estate Economics, Underwriting, Credit Analysis, Retail Banking, Commercial Banking, Investment Properties, Portfolio Management, Budgets, Refinance, Finance, Sales, Mortgage Banking, Loan Origination, Credit Risk, Wealth Management, Private Banking, Residential Mortgages, Relationship Management, Construction Loans, Real Estate Financing, Real Estate Transactions, Asset Allocation, Mortgage Underwriting, Referrals, First Time Home Buyers
Education
University of California, Santa Barbara 1993 — 1997
BA, Economics
Private Mortgage Advisors April 2014 - Present
EverBank August 2013 - April 2014
Boston Private Bank November 2007 - August 2013
Countrywide Home Loans June 2005 - November 2007
Peninsula Custom Homes, Inc. May 2000 - August 2002
Bernstein June 1997 - May 2000
Skills
Mortgage Lending, Banking, Loans, Real Estate, Credit, Financial Analysis, Investments, Real Estate Economics, Underwriting, Credit Analysis, Retail Banking, Commercial Banking, Investment Properties, Portfolio Management, Budgets, Refinance, Finance, Sales, Mortgage Banking, Loan Origination, Credit Risk, Wealth Management, Private Banking, Residential Mortgages, Relationship Management, Construction Loans, Real Estate Financing, Real Estate Transactions, Asset Allocation, Mortgage Underwriting, Referrals, First Time Home Buyers
Education
University of California, Santa Barbara 1993 — 1997
BA, Economics
Mackenzie Worley Mackenzie Worley's Bernstein Experience February 2015 - Present
Job Coordinator at AB Bernstein
Industry Financial Services
Experience
Bernstein February 2015 - Present
Environmental and Natural Resources Law Center, Oregon Law January 2014 - August 2014
University of Oregon Housing August 2013 - June 2014
Civil Liberties Defense Center September 2013 - December 2013
Commission for Gender Equality June 2013 - July 2013
Freudian Slip Boutique January 2012 - December 2012
Skills
Customer Service, Research, Microsoft Office, Editing, Nonprofits, Leadership, Merchandising, Inventory Management, Quickbooks Point of Sale, Sales
Education
University of Oregon 2010 — 2014
Bachelor of Science (B.S.), Political Science, Women's and Gender Studies, Sociology
School for International Training 2013 — 2013
Study Abroad, Social and Political Transformation
Henry M. Jackson High School 2006 — 2010
High School Diploma
Bernstein February 2015 - Present
Environmental and Natural Resources Law Center, Oregon Law January 2014 - August 2014
University of Oregon Housing August 2013 - June 2014
Civil Liberties Defense Center September 2013 - December 2013
Commission for Gender Equality June 2013 - July 2013
Freudian Slip Boutique January 2012 - December 2012
Skills
Customer Service, Research, Microsoft Office, Editing, Nonprofits, Leadership, Merchandising, Inventory Management, Quickbooks Point of Sale, Sales
Education
University of Oregon 2010 — 2014
Bachelor of Science (B.S.), Political Science, Women's and Gender Studies, Sociology
School for International Training 2013 — 2013
Study Abroad, Social and Political Transformation
Henry M. Jackson High School 2006 — 2010
High School Diploma
Brent Leadbetter, CFA Brent Leadbetter, CFA's Bernstein Experience 2004 - 2008
Job Vice President at Research Affiliates
Industry Financial Services
Experience
Research Affiliates 2009 - Present
Bernstein 2004 - 2008
AG Edwards 2003 - 2004
Merrill Lynch 2002 - 2003
Skills
Series 7
Education
University of California, Los Angeles - The Anderson School of Management 2006 — 2009
Master of Business Administration (M.B.A.)
University of Michigan 1997 — 2001
Bachelor of Arts (B.A.)
Research Affiliates 2009 - Present
Bernstein 2004 - 2008
AG Edwards 2003 - 2004
Merrill Lynch 2002 - 2003
Skills
Series 7
Education
University of California, Los Angeles - The Anderson School of Management 2006 — 2009
Master of Business Administration (M.B.A.)
University of Michigan 1997 — 2001
Bachelor of Arts (B.A.)
Hollee Hirzel's Bernstein Experience June 2000 - August 2007
Job Vice President, Regional CFO at JP Morgan
Industry Financial Services
Experience
JP Morgan August 2010 - Present
Bernstein June 2000 - August 2007
Education
Southern Methodist University - Cox School of Business 2002 — 2004
MBA
Emory University 1996 — 2000
BBA
JP Morgan August 2010 - Present
Bernstein June 2000 - August 2007
Education
Southern Methodist University - Cox School of Business 2002 — 2004
MBA
Emory University 1996 — 2000
BBA
Peter Mayhak's Bernstein Experience 2005 - 2008
Job Vice President at Neuberger Berman
Industry Financial Services
Experience
Neuberger Berman Vice PresidentBernstein Global Wealth ManagementMarch 2005 - February 2008
Bernstein 2005 - 2008
Education
Grand Valley State University 1988 — 1991
Neuberger Berman Vice PresidentBernstein Global Wealth ManagementMarch 2005 - February 2008
Bernstein 2005 - 2008
Education
Grand Valley State University 1988 — 1991
Claire O'Sullivan's Bernstein Experience July 2008 - Present
Job Equity Sales at Bernstein
Industry Financial Services
Experience
Bernstein July 2008 - Present
Bear Stearns July 2007 - July 2008
Citi Group August 2005 - April 2007
Education
University College Cork 2001 — 2005
Bachelor's Degree, Electrical and Electronics Engineering
Bernstein July 2008 - Present
Bear Stearns July 2007 - July 2008
Citi Group August 2005 - April 2007
Education
University College Cork 2001 — 2005
Bachelor's Degree, Electrical and Electronics Engineering
Hairston, Mariellen's Bernstein Experience 2001 - 2009
Job VP/Regional Sales Manager at OREXCO
Industry Commercial Real Estate
Experience
OREXCO VPBernstein2002 - 2009
Bernstein 2001 - 2009
Bernstein 2001 - 2009
Education
Capital University Law School 1996 — 1999
OREXCO VPBernstein2002 - 2009
Bernstein 2001 - 2009
Bernstein 2001 - 2009
Education
Capital University Law School 1996 — 1999
Silvestri
Paul + Williams
Holsinger
HARBISON