Bernstein Global Wealth Management
Industry: Company
DescriptionFounded: 1967 Parent organization: AllianceBernstein Holding
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Bernstein Global Wealth Management Employees
Employee
Years
Job
Industry
Sean Cartin Sean Cartin's Bernstein Global Wealth Management Experience 2010 - 2013
Job VP at EP Wealth Advisors l Custom Strategies for Wealth Optimization
Industry Financial Services
Experience
EP Wealth Advisors 2013 - Present
Bernstein Global Wealth Management 2010 - 2013
LifeCell Corporation 2009 - 2010
Quest Diagnostics 2005 - 2009
TaylorMade-adidas Golf 2003 - 2005
Education
Georgetown University 1997 — 2001
B.S. in Business Administration, Finance
EP Wealth Advisors 2013 - Present
Bernstein Global Wealth Management 2010 - 2013
LifeCell Corporation 2009 - 2010
Quest Diagnostics 2005 - 2009
TaylorMade-adidas Golf 2003 - 2005
Education
Georgetown University 1997 — 2001
B.S. in Business Administration, Finance
Alon Kadashev Alon Kadashev's Bernstein Global Wealth Management Experience April 2008 - September 2009
Job Law Student at Fordham University
Industry Financial Services
Experience
U.S. Securities and Exchange Commission May 2015 - August 2015
Global Association of Risk Professionals March 2013 - May 2015
Global Association of Risk Professionals September 2010 - February 2013
Global Association of Risk Professionals July 2010 - August 2010
Bernstein Global Wealth Management April 2008 - September 2009
Capital One October 2006 - March 2008
Skills
Data Analysis, Microsoft Excel, Statistics, C++, Bloomberg, Fixed Income, Portfolio Management, Financial Modeling, Equities, Capital Markets, Valuation, Asset Managment, Derivatives, Banking, Quantitative Finance, Risk Management, Credit Risk, Financial Services, Trading, Quantitative Analytics, SAS, Asset Management, VBA, Financial Risk
Education
Fordham University School of Law 2013 — 2017
Juris Doctor (J.D.)
New York University - Polytechnic School of Engineering 2008 — 2010
Master's Degree, Mathematics
New York University - Polytechnic School of Engineering 2002 — 2006
Bachelor's Degree, Mathematics
U.S. Securities and Exchange Commission May 2015 - August 2015
Global Association of Risk Professionals March 2013 - May 2015
Global Association of Risk Professionals September 2010 - February 2013
Global Association of Risk Professionals July 2010 - August 2010
Bernstein Global Wealth Management April 2008 - September 2009
Capital One October 2006 - March 2008
Skills
Data Analysis, Microsoft Excel, Statistics, C++, Bloomberg, Fixed Income, Portfolio Management, Financial Modeling, Equities, Capital Markets, Valuation, Asset Managment, Derivatives, Banking, Quantitative Finance, Risk Management, Credit Risk, Financial Services, Trading, Quantitative Analytics, SAS, Asset Management, VBA, Financial Risk
Education
Fordham University School of Law 2013 — 2017
Juris Doctor (J.D.)
New York University - Polytechnic School of Engineering 2008 — 2010
Master's Degree, Mathematics
New York University - Polytechnic School of Engineering 2002 — 2006
Bachelor's Degree, Mathematics
Caroline O'Leary Caroline O'Leary's Bernstein Global Wealth Management Experience March 2008 - March 2010
Job Senior Marketing Associate at Acadia Realty Trust
Industry Commercial Real Estate
Experience
Acadia Realty Trust November 2012 - Present
Fidelis Realty Partners March 2010 - July 2012
Bernstein Global Wealth Management March 2008 - March 2010
Harris Williams & Co. 2007 - 2007
Port Washington Properties 2006 - 2007
Skills
Real Estate, Microsoft Excel, Project Coordination, Strategic Planning, Microsoft Office, Customer Service, Contract Negotiation, PowerPoint, Team Building, Marketing, Leases, Real Estate Development, Corporate Real Estate, Project Management, Negotiation, Microsoft Word, Training, Commercial Real Estate, Retail, Shopping Centers
Education
Long Island University, C.W. Post Campus
BA
Acadia Realty Trust November 2012 - Present
Fidelis Realty Partners March 2010 - July 2012
Bernstein Global Wealth Management March 2008 - March 2010
Harris Williams & Co. 2007 - 2007
Port Washington Properties 2006 - 2007
Skills
Real Estate, Microsoft Excel, Project Coordination, Strategic Planning, Microsoft Office, Customer Service, Contract Negotiation, PowerPoint, Team Building, Marketing, Leases, Real Estate Development, Corporate Real Estate, Project Management, Negotiation, Microsoft Word, Training, Commercial Real Estate, Retail, Shopping Centers
Education
Long Island University, C.W. Post Campus
BA
Jennifer Jew Jennifer Jew's Bernstein Global Wealth Management Experience June 2010 - August 2010
Job Project Manager, Strategy and Product Development
Industry Financial Services
Experience
Charles Schwab September 2014 - Present
BlackRock August 2012 - September 2014
BlackRock June 2011 - August 2011
Bernstein Global Wealth Management June 2010 - August 2010
Evercore January 2009 - June 2009
JPMorgan Chase January 2006 - July 2007
Skills
Equities, Asset Management, Financial Modeling, Valuation, Marketing, Financial Markets, Asset Allocation, Market Research, Strategy, Investment Banking, Investments, Project Management, Research, Finance, Microsoft Office, Management, Financial Analysis
Education
University of California, Berkeley
Bachelor's Degree, Interdisciplinary Studies Concentration: Behavior and Economics
Lund University 2011 — 2011
Exchange Program
Charles Schwab September 2014 - Present
BlackRock August 2012 - September 2014
BlackRock June 2011 - August 2011
Bernstein Global Wealth Management June 2010 - August 2010
Evercore January 2009 - June 2009
JPMorgan Chase January 2006 - July 2007
Skills
Equities, Asset Management, Financial Modeling, Valuation, Marketing, Financial Markets, Asset Allocation, Market Research, Strategy, Investment Banking, Investments, Project Management, Research, Finance, Microsoft Office, Management, Financial Analysis
Education
University of California, Berkeley
Bachelor's Degree, Interdisciplinary Studies Concentration: Behavior and Economics
Lund University 2011 — 2011
Exchange Program
Archan Basu Archan Basu's Bernstein Global Wealth Management Experience August 2004 - May 2011
Job Senior Vice President at Fidelity Investments
Industry Investment Management
Experience
Fidelity Investments June 2013 - Present
J.P. Morgan June 2011 - May 2013
AllianceBernstein March 2009 - June 2011
Bernstein Global Wealth Management August 2004 - May 2011
LifeHarbor Inc. 2000 - 2004
Grantham, Mayo, Van Otterloo & Co 1999 - 2000
Barra Inc 1993 - 1996
Education
Massachusetts Institute of Technology - Sloan School of Management 1997 — 1999
MBA
Harvard University 1989 — 1993
AB
Fidelity Investments June 2013 - Present
J.P. Morgan June 2011 - May 2013
AllianceBernstein March 2009 - June 2011
Bernstein Global Wealth Management August 2004 - May 2011
LifeHarbor Inc. 2000 - 2004
Grantham, Mayo, Van Otterloo & Co 1999 - 2000
Barra Inc 1993 - 1996
Education
Massachusetts Institute of Technology - Sloan School of Management 1997 — 1999
MBA
Harvard University 1989 — 1993
AB
Sinforiano J Echeverria's Bernstein Global Wealth Management Experience August 2012 - February 2013
Job Business Development Director at Alliance HealthCare Services
Industry Hospital & Health Care
Experience
Alliance HealthCare Services October 2014 - Present
CAE Healthcare June 2013 - April 2014
Bernstein Global Wealth Management August 2012 - February 2013
GE Healthcare 2006 - 2012
GE Healthcare 2004 - 2006
GE Healthcare June 2003 - December 2003
GE Healthcare September 1999 - May 2003
Roche Diagnostics 1993 - 1999
Fujisawa Pharmaceuticals 1988 - 1993
Skills
Healthcare, Cross-functional Team..., Strategic Planning, Hospitals, Medical Devices, Leadership, Market Development, Team Building, Product Development, Marketing Strategy, Competitive Analysis, Marketing, Process Improvement, Sales Management, Business Development, Strategy, Capital Equipment, Healthcare Industry, Pharmaceutical Industry, Healthcare Information..., Medical Imaging, Pharmaceutical Sales, Sales
Education
General Electric - Healthcare
Green Belt Certification, SIx Sigma
Loyola University New Orleans
MBA, Marketing
Tulane University
BS, Biology
Alliance HealthCare Services October 2014 - Present
CAE Healthcare June 2013 - April 2014
Bernstein Global Wealth Management August 2012 - February 2013
GE Healthcare 2006 - 2012
GE Healthcare 2004 - 2006
GE Healthcare June 2003 - December 2003
GE Healthcare September 1999 - May 2003
Roche Diagnostics 1993 - 1999
Fujisawa Pharmaceuticals 1988 - 1993
Skills
Healthcare, Cross-functional Team..., Strategic Planning, Hospitals, Medical Devices, Leadership, Market Development, Team Building, Product Development, Marketing Strategy, Competitive Analysis, Marketing, Process Improvement, Sales Management, Business Development, Strategy, Capital Equipment, Healthcare Industry, Pharmaceutical Industry, Healthcare Information..., Medical Imaging, Pharmaceutical Sales, Sales
Education
General Electric - Healthcare
Green Belt Certification, SIx Sigma
Loyola University New Orleans
MBA, Marketing
Tulane University
BS, Biology
Troy Irwin's Bernstein Global Wealth Management Experience November 2010 - June 2013
Job AVP / Business Analyst, Private Client National Group at Bernstein Private Wealth Management
Industry Financial Services
Experience
Bernstein Private Wealth Management July 2013 - Present
Bernstein Global Wealth Management November 2010 - June 2013
Public Consulting Group August 2008 - November 2010
BearingPoint June 2007 - April 2008
Skills
Business Analysis, Strategic Data Analysis, Analysis, Analytics, Microsoft Excel, Economics, Business Process..., Portfolio Management, Asset Management, Statistics, Asset Allocation, Series 7, Stata, Wealth Management, Econometrics, Financial Analysis, Financial Modeling, Leadership, Financial Advisory, Visio, Investment Strategies, Public Sector Consulting, Client Interfacing..., Technical Writing, Teamwork, Savvion, Private Clients, Asset Managment, Mutual Funds, Alternative Investments, Equities, Access, Macroeconomics, Private Client Services, Wealth Management..., Portfolio Evaluation, Microsoft Access
Education
Florida State University 2007 — 2008
M.S., Applied Economics, 3.8 Overall GPA
Florida State University 2004 — 2007
B.S., Economics and Political Science, 3.44 Overall GPA (3.68 in Economics, 3.48 in Political Science)
Bernstein Private Wealth Management July 2013 - Present
Bernstein Global Wealth Management November 2010 - June 2013
Public Consulting Group August 2008 - November 2010
BearingPoint June 2007 - April 2008
Skills
Business Analysis, Strategic Data Analysis, Analysis, Analytics, Microsoft Excel, Economics, Business Process..., Portfolio Management, Asset Management, Statistics, Asset Allocation, Series 7, Stata, Wealth Management, Econometrics, Financial Analysis, Financial Modeling, Leadership, Financial Advisory, Visio, Investment Strategies, Public Sector Consulting, Client Interfacing..., Technical Writing, Teamwork, Savvion, Private Clients, Asset Managment, Mutual Funds, Alternative Investments, Equities, Access, Macroeconomics, Private Client Services, Wealth Management..., Portfolio Evaluation, Microsoft Access
Education
Florida State University 2007 — 2008
M.S., Applied Economics, 3.8 Overall GPA
Florida State University 2004 — 2007
B.S., Economics and Political Science, 3.44 Overall GPA (3.68 in Economics, 3.48 in Political Science)
Ryan Keane, CLCS Ryan Keane, CLCS's Bernstein Global Wealth Management Experience November 2011 - January 2013
Job Vice President at USI Insurance Services
Industry Insurance
Experience
USI Insurance Services June 2015 - Present
Children's Aid Society November 2011 - Present
Hub International July 2013 - June 2015
Bernstein Global Wealth Management November 2011 - January 2013
GNY Insurance Companies August 2009 - November 2011
Washington Sports and Entertainment May 2008 - June 2009
Skills
Financial Analysis, Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Social Media, Public Speaking, Research, Underwriting, Outlook, Insurance, Leadership, Risk Management, Bloomberg, Marketing, Business Development, Event Planning, Sales
Education
Gettysburg College 2004 — 2008
BA, English
USI Insurance Services June 2015 - Present
Children's Aid Society November 2011 - Present
Hub International July 2013 - June 2015
Bernstein Global Wealth Management November 2011 - January 2013
GNY Insurance Companies August 2009 - November 2011
Washington Sports and Entertainment May 2008 - June 2009
Skills
Financial Analysis, Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Social Media, Public Speaking, Research, Underwriting, Outlook, Insurance, Leadership, Risk Management, Bloomberg, Marketing, Business Development, Event Planning, Sales
Education
Gettysburg College 2004 — 2008
BA, English
Marla Fudro Marla Fudro's Bernstein Global Wealth Management Experience April 2011 - September 2011
Job Regional Sales Director at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. June 2015 - Present
Ameriprise Financial Services, Inc. October 2011 - Present
Bernstein Global Wealth Management April 2011 - September 2011
Wells Fargo Advisors January 2008 - July 2011
Prudential Financial July 2008 - February 2009
State Farm Insurance July 2005 - March 2006
Education
Metropolitan State University 2006 — 2008
B.A. Professional Communications, Writing, Speaking/Presentation, Interpersonal Communication.
Ameriprise Financial Services, Inc. June 2015 - Present
Ameriprise Financial Services, Inc. October 2011 - Present
Bernstein Global Wealth Management April 2011 - September 2011
Wells Fargo Advisors January 2008 - July 2011
Prudential Financial July 2008 - February 2009
State Farm Insurance July 2005 - March 2006
Education
Metropolitan State University 2006 — 2008
B.A. Professional Communications, Writing, Speaking/Presentation, Interpersonal Communication.
Jason Cornell Jason Cornell's Bernstein Global Wealth Management Experience July 2006 - December 2008
Job Attorney at Clark, Fountain, La Vista, Prather, Keen & LittkyRubin
Industry Law Practice
Experience
Clark, Fountain, La Vista, Prather, Keen & Littky-Rubin September 2014 - Present
Fox Rothschild LLP September 2000 - September 2014
Bernstein Global Wealth Management July 2006 - December 2008
Nationwide Insurance May 1997 - August 1999
Education
Widener University School of Law 1995 — 1999
Doctor of Law (J.D.), Dean's List
Florida State University 1991 — 1993
Bachelor of Science (B.S.), Political Science and Government, Dean's List
Clark, Fountain, La Vista, Prather, Keen & Littky-Rubin September 2014 - Present
Fox Rothschild LLP September 2000 - September 2014
Bernstein Global Wealth Management July 2006 - December 2008
Nationwide Insurance May 1997 - August 1999
Education
Widener University School of Law 1995 — 1999
Doctor of Law (J.D.), Dean's List
Florida State University 1991 — 1993
Bachelor of Science (B.S.), Political Science and Government, Dean's List
Kathleen Millier Kathleen Millier's Bernstein Global Wealth Management Experience January 2004 - June 2006
Job COO at UnionTrack, Inc.
Industry Computer Software
Experience
UnionTrack, Inc. Chief Operating OfficerUnionTrack, Inc.December 2014 - Present
KMM Enterprises October 2009 - November 2013
Cato Capital 2008 - 2011
JPMorgan Chase June 2006 - October 2008
Bernstein Global Wealth Management January 2004 - June 2006
Blue Water Capital September 1999 - December 2003
BSG Alliance January 1994 - April 1999
Pattern Recognition Systems September 1990 - December 1993
Peace Corps May 1988 - March 1990
Skills
Investments, Portfolio Management, Equities, Business Development, Fixed Income, Series 7, Strategic Planning, Program Management, Marketing Strategy
Education
Georgetown University 1998 — 2000
Master of Business Administration (MBA)
M.I.T. 1983 — 1987
BS, Electrical Engineering
UnionTrack, Inc. Chief Operating OfficerUnionTrack, Inc.December 2014 - Present
KMM Enterprises October 2009 - November 2013
Cato Capital 2008 - 2011
JPMorgan Chase June 2006 - October 2008
Bernstein Global Wealth Management January 2004 - June 2006
Blue Water Capital September 1999 - December 2003
BSG Alliance January 1994 - April 1999
Pattern Recognition Systems September 1990 - December 1993
Peace Corps May 1988 - March 1990
Skills
Investments, Portfolio Management, Equities, Business Development, Fixed Income, Series 7, Strategic Planning, Program Management, Marketing Strategy
Education
Georgetown University 1998 — 2000
Master of Business Administration (MBA)
M.I.T. 1983 — 1987
BS, Electrical Engineering
Janna D'Ambrisi Janna D'Ambrisi's Bernstein Global Wealth Management Experience September 2011 - 2012
Job Program Assistant in Oceans and Health at Natural Resources Defense Council
Industry Financial Services
Experience
Natural Resources Defense Council December 2012 - Present
Bernstein Global Wealth Management September 2011 - 2012
Skills
Microsoft Office, PowerPoint, Social Media, Budget Monitoring, Copy Editing, Research, Event Planning, Event Management, Theatrical Performance, Theatrical Production, Public Speaking, Film Editing
Education
Northwestern University 2007 — 2011
Bachelor of Arts in Communication, Economics and Theatre
Natural Resources Defense Council December 2012 - Present
Bernstein Global Wealth Management September 2011 - 2012
Skills
Microsoft Office, PowerPoint, Social Media, Budget Monitoring, Copy Editing, Research, Event Planning, Event Management, Theatrical Performance, Theatrical Production, Public Speaking, Film Editing
Education
Northwestern University 2007 — 2011
Bachelor of Arts in Communication, Economics and Theatre
Brigid Reidy Brigid Reidy's Bernstein Global Wealth Management Experience March 2010 - July 2012
Job Senior Client Service Associate with JPMorgan Private Bank
Industry Financial Services
Experience
J.P. Morgan Private Bank January 2015 - Present
J.P. Morgan Private Bank July 2012 - January 2015
Bernstein Global Wealth Management March 2010 - July 2012
Super Cheer and Dance Association June 2005 - June 2009
Skills
Series 7, Series 63, Alternative Investments, Asset Allocation, Asset Management, Leadership, Wealth Management
Education
Fordham University 2005 — 2009
BS, Business Administration, Finance, Marketing
St. Ignatius College Prep 2001 — 2005
University of Nicosia
Supplemental Program, International Marketing
J.P. Morgan Private Bank January 2015 - Present
J.P. Morgan Private Bank July 2012 - January 2015
Bernstein Global Wealth Management March 2010 - July 2012
Super Cheer and Dance Association June 2005 - June 2009
Skills
Series 7, Series 63, Alternative Investments, Asset Allocation, Asset Management, Leadership, Wealth Management
Education
Fordham University 2005 — 2009
BS, Business Administration, Finance, Marketing
St. Ignatius College Prep 2001 — 2005
University of Nicosia
Supplemental Program, International Marketing
Jennifer Kilgore Jennifer Kilgore's Bernstein Global Wealth Management Experience May 2008 - October 2011
Job Sales Practice Principal at Northern Trust Securities
Industry Financial Services
Experience
Northern Trust Securities November 2013 - Present
Northern Trust October 2011 - October 2013
Bernstein Global Wealth Management May 2008 - October 2011
Fidelity Charitable November 2007 - April 2008
Fidelity Investments 2004 - 2005
Skills
Investments, Series 7, Wealth Management, Series 63, Alternative Investments, Mutual Funds, Equities, Investment Strategies, Securities, Fixed Income, Portfolio Management, Investment Management, Wealth Management..., Series 24
Education
Miami University 1999 — 2002
Bachelor of Arts (B.A.), International/Global Studies
Naperville North High School 1995 — 1999
Northern Trust Securities November 2013 - Present
Northern Trust October 2011 - October 2013
Bernstein Global Wealth Management May 2008 - October 2011
Fidelity Charitable November 2007 - April 2008
Fidelity Investments 2004 - 2005
Skills
Investments, Series 7, Wealth Management, Series 63, Alternative Investments, Mutual Funds, Equities, Investment Strategies, Securities, Fixed Income, Portfolio Management, Investment Management, Wealth Management..., Series 24
Education
Miami University 1999 — 2002
Bachelor of Arts (B.A.), International/Global Studies
Naperville North High School 1995 — 1999
Jennifer Brochu Chase, CFP® Jennifer Brochu Chase, CFP®'s Bernstein Global Wealth Management Experience June 2006 - June 2009
Job Registered Sales Associate at RGB Financial
Industry Financial Services
Experience
RGB Financial June 2009 - Present
Bernstein Global Wealth Management June 2006 - June 2009
Skills
Wealth Management, Portfolio Management, Financial Services, Insurance, Series 7, Series 63, Investments, Mutual Funds
Education
The American College 2007 — 2009
CFP, Certified Financial Planner
Northeastern University 2001 — 2006
Bachelor of Science in Business Administration, Finance & Accounting
RGB Financial June 2009 - Present
Bernstein Global Wealth Management June 2006 - June 2009
Skills
Wealth Management, Portfolio Management, Financial Services, Insurance, Series 7, Series 63, Investments, Mutual Funds
Education
The American College 2007 — 2009
CFP, Certified Financial Planner
Northeastern University 2001 — 2006
Bachelor of Science in Business Administration, Finance & Accounting
David M. Hunt David M. Hunt's Bernstein Global Wealth Management Experience July 2014 - Present
Job Vice President, Financial Advisor at Bernstein Global Wealth Management
Industry Investment Management
Experience
Bernstein Global Wealth Management July 2014 - Present
Allegra Brands 2008 - July 2014
InfoLogix 2003 - 2008
Mediant Technology Partners 2000 - 2002
Prudential Vector Healthcare 1999 - 2000
Deloitte Consulting 1996 - 1999
Skills
Solution Selling, Business Development, New Business Development, Account Management, Sales, Sales Process, Sales Management, Strategic Partnerships, Strategic Planning, Enterprise Software, Professional Services, Entrepreneurship, Leadership, Sales Operations, Business Strategy, Product Management, Selling, Venture Capital, Executive Management, Mobile Devices, Product Marketing, Business Planning, Coaching, Analytics, B2B, Strategy, Direct Sales, Healthcare, Leadership Development, Marketing, Cross-functional Team..., Cloud Computing, Contract Negotiation, Management, Competitive Analysis, Finance, SaaS, Start-ups, Retail, Consulting, CRM, Lead Generation, E-commerce, Management Consulting, Recruiting
Education
Miami University 1992 — 1996
B.S., Accounting
Bernstein Global Wealth Management July 2014 - Present
Allegra Brands 2008 - July 2014
InfoLogix 2003 - 2008
Mediant Technology Partners 2000 - 2002
Prudential Vector Healthcare 1999 - 2000
Deloitte Consulting 1996 - 1999
Skills
Solution Selling, Business Development, New Business Development, Account Management, Sales, Sales Process, Sales Management, Strategic Partnerships, Strategic Planning, Enterprise Software, Professional Services, Entrepreneurship, Leadership, Sales Operations, Business Strategy, Product Management, Selling, Venture Capital, Executive Management, Mobile Devices, Product Marketing, Business Planning, Coaching, Analytics, B2B, Strategy, Direct Sales, Healthcare, Leadership Development, Marketing, Cross-functional Team..., Cloud Computing, Contract Negotiation, Management, Competitive Analysis, Finance, SaaS, Start-ups, Retail, Consulting, CRM, Lead Generation, E-commerce, Management Consulting, Recruiting
Education
Miami University 1992 — 1996
B.S., Accounting
Doug Leister Doug Leister's Bernstein Global Wealth Management Experience 2010 - 2012
Job Head of Sales Corporate Marketing at Bridgewater Associates
Industry Investment Management
Experience
Bridgewater Associates 2012 - 2014
Bernstein Global Wealth Management 2010 - 2012
SelectMinds (Acquired by Oracle) 2008 - 2010
SelectMinds (Acquired by Oracle) 2005 - 2008
Teradyne 2003 - 2005
Teradyne 2002 - 2003
Honeywell 1996 - 2000
Skills
Asset Allocation, Wealth Management, Alternative Investments, Finance, Portfolio Management, Hedge Funds, Business Development, Entrepreneurship, Strategy, Risk Management, Marketing, Private Banking, Business Strategy, Inflation, New Business Development, Multi-generational..., Wealth Preservation
Education
Harvard Business School 2000 — 2002
MBA, General Management
Miami University 1991 — 1996
B.S., Chemical Engineering (Paper Science)
Bridgewater Associates 2012 - 2014
Bernstein Global Wealth Management 2010 - 2012
SelectMinds (Acquired by Oracle) 2008 - 2010
SelectMinds (Acquired by Oracle) 2005 - 2008
Teradyne 2003 - 2005
Teradyne 2002 - 2003
Honeywell 1996 - 2000
Skills
Asset Allocation, Wealth Management, Alternative Investments, Finance, Portfolio Management, Hedge Funds, Business Development, Entrepreneurship, Strategy, Risk Management, Marketing, Private Banking, Business Strategy, Inflation, New Business Development, Multi-generational..., Wealth Preservation
Education
Harvard Business School 2000 — 2002
MBA, General Management
Miami University 1991 — 1996
B.S., Chemical Engineering (Paper Science)
Fischer-Zernin Lara's Bernstein Global Wealth Management Experience July 2010 - August 2011
Job Program Manager at Mozilla
Industry Hospitality
Experience
Mozilla November 2013 - Present
The Media Kitchen September 2011 - November 2013
Bernstein Global Wealth Management July 2010 - August 2011
Starworks January 2010 - August 2010
NYC & Company January 2009 - January 2010
Tripology May 2007 - August 2007
Le Bristol Hotel May 2007 - August 2007
Hotel Louis C. Jacobs June 2004 - July 2004
Skills
French, Hotels, Spanish, Social Media, Event Planning, Event Management, Social Media Marketing, Public Relations, Facebook, Social Networking, Marketing, Microsoft Office, Customer Service, Advertising, PowerPoint, Microsoft Excel
Education
New York University 2005 — 2009
Bachelor, Hospitality Managment
New York University 2005 — 2009
Bachelor of Science (B.S.), Hospitality Administration/Management
Mozilla November 2013 - Present
The Media Kitchen September 2011 - November 2013
Bernstein Global Wealth Management July 2010 - August 2011
Starworks January 2010 - August 2010
NYC & Company January 2009 - January 2010
Tripology May 2007 - August 2007
Le Bristol Hotel May 2007 - August 2007
Hotel Louis C. Jacobs June 2004 - July 2004
Skills
French, Hotels, Spanish, Social Media, Event Planning, Event Management, Social Media Marketing, Public Relations, Facebook, Social Networking, Marketing, Microsoft Office, Customer Service, Advertising, PowerPoint, Microsoft Excel
Education
New York University 2005 — 2009
Bachelor, Hospitality Managment
New York University 2005 — 2009
Bachelor of Science (B.S.), Hospitality Administration/Management
Paul Beirne Paul Beirne's Bernstein Global Wealth Management Experience July 1991 - Present
Job National Managing Director at Alliance Bernstein
Industry Investment Management
Experience
Bernstein Global Wealth Management July 1991 - Present
Alliance Bernstein July 1991 - Present
Skills
CPA, Financial Modeling, Financial Analysis, Hedge Funds, Investments, Due Diligence, Finance, Asset Management, Strategic Financial..., Management
Education
New York University 1987 — 1989
Master of Business Administration (MBA), Finance, General
Santa Clara University 1979 — 1983
Bachelor of Science (BS), Accounting
Bernstein Global Wealth Management July 1991 - Present
Alliance Bernstein July 1991 - Present
Skills
CPA, Financial Modeling, Financial Analysis, Hedge Funds, Investments, Due Diligence, Finance, Asset Management, Strategic Financial..., Management
Education
New York University 1987 — 1989
Master of Business Administration (MBA), Finance, General
Santa Clara University 1979 — 1983
Bachelor of Science (BS), Accounting
Brendan McGurk's Bernstein Global Wealth Management Experience September 2006 - September 2009
Job Principal Head of Learning & Development at Bessemer Trust
Industry Financial Services
Experience
Bessemer Trust January 2015 - Present
Bessemer Trust March 2013 - December 2013
J.P. Morgan Private Bank September 2009 - February 2013
Bernstein Global Wealth Management September 2006 - September 2009
New Canaan High School September 2002 - September 2006
Skills
Wealth Management, Asset Allocation, Financial Modeling, Business Development, Investment Management, Learning Theory, Training
Education
Harvard University Graduate School of Education 2001 — 2002
Master of Arts (M.A.), Education
Trinity College-Hartford 1993 — 1997
Bachelor of Arts (BA), History
Bessemer Trust January 2015 - Present
Bessemer Trust March 2013 - December 2013
J.P. Morgan Private Bank September 2009 - February 2013
Bernstein Global Wealth Management September 2006 - September 2009
New Canaan High School September 2002 - September 2006
Skills
Wealth Management, Asset Allocation, Financial Modeling, Business Development, Investment Management, Learning Theory, Training
Education
Harvard University Graduate School of Education 2001 — 2002
Master of Arts (M.A.), Education
Trinity College-Hartford 1993 — 1997
Bachelor of Arts (BA), History
Donald Reed's Bernstein Global Wealth Management Experience September 2013 - July 2014
Job Development Assistant at MTV Networks
Industry Media Production
Experience
MTV Networks July 2014 - Present
Bernstein Global Wealth Management September 2013 - July 2014
Children's Museum of the Arts March 2012 - October 2013
Mtuckman Media February 2013 - July 2013
Magnolia Pictures October 2012 - January 2013
Skills
Video Production, Social Media, Event Planning, Film Production, Television, Editing, Final Cut Pro, Social Media Marketing, Creative Writing, Entertainment
Education
The New School 2010 — 2012
Master of Arts (M.A.), Film and Media Studies
Morgan State University 2006 — 2010
Bachelor's degree, Broadcast Journalism
MTV Networks July 2014 - Present
Bernstein Global Wealth Management September 2013 - July 2014
Children's Museum of the Arts March 2012 - October 2013
Mtuckman Media February 2013 - July 2013
Magnolia Pictures October 2012 - January 2013
Skills
Video Production, Social Media, Event Planning, Film Production, Television, Editing, Final Cut Pro, Social Media Marketing, Creative Writing, Entertainment
Education
The New School 2010 — 2012
Master of Arts (M.A.), Film and Media Studies
Morgan State University 2006 — 2010
Bachelor's degree, Broadcast Journalism
James Schukal, CFA James Schukal, CFA's Bernstein Global Wealth Management Experience February 2001 - December 2003
Job Senior Vice President at The Northern Trust Company
Industry Investment Management
Experience
The Northern Trust Company January 2007 - Present
AllianceBernstein January 2004 - August 2006
Bernstein Global Wealth Management February 2001 - December 2003
Ikon Office Solutions October 1996 - March 2000
Skills
Asset Management, Portfolio Management, Financial Planning, Financial Management, Estate Planning, Estate Tax Planning, Asset Managment, Strategic Financial..., Investment Management, Securities, Fixed Income, Alternative Investments, Financial Analysis, Equities, Managerial Finance, Asset Allocation, Financial Services, Management, Due Diligence, High Net Worth..., Wealth, Wealth Management, Hedge Funds, Series 7, Mergers & Acquisitions, Investments, Investment Advisory, Investment Strategies, Finance, Valuation, Equity Research, Capital Markets, Risk Management, Morningstar Direct, Wealth Management...
Education
Pace University - Lubin School of Business 2000 — 2004
MBA, Financial Management
University at Albany, SUNY 1992 — 1996
BA, English, Business Minor
The Northern Trust Company January 2007 - Present
AllianceBernstein January 2004 - August 2006
Bernstein Global Wealth Management February 2001 - December 2003
Ikon Office Solutions October 1996 - March 2000
Skills
Asset Management, Portfolio Management, Financial Planning, Financial Management, Estate Planning, Estate Tax Planning, Asset Managment, Strategic Financial..., Investment Management, Securities, Fixed Income, Alternative Investments, Financial Analysis, Equities, Managerial Finance, Asset Allocation, Financial Services, Management, Due Diligence, High Net Worth..., Wealth, Wealth Management, Hedge Funds, Series 7, Mergers & Acquisitions, Investments, Investment Advisory, Investment Strategies, Finance, Valuation, Equity Research, Capital Markets, Risk Management, Morningstar Direct, Wealth Management...
Education
Pace University - Lubin School of Business 2000 — 2004
MBA, Financial Management
University at Albany, SUNY 1992 — 1996
BA, English, Business Minor
David Meier's Bernstein Global Wealth Management Experience October 2011 - May 2012
Job Associate Banker at Citi
Industry Financial Services
Experience
Citi June 2015 - Present
J.P. Morgan July 2012 - June 2015
Bernstein Global Wealth Management October 2011 - May 2012
Bernstein Global Wealth Management June 2011 - August 2011
Goldman Sachs September 2010 - November 2010
Skills
Microsoft Excel, PowerPoint, Marketing Communications, Series 7, Series 63
Education
Northwestern University 2009 — 2012
Bachelor of Arts (B.A.), Economics
Citi June 2015 - Present
J.P. Morgan July 2012 - June 2015
Bernstein Global Wealth Management October 2011 - May 2012
Bernstein Global Wealth Management June 2011 - August 2011
Goldman Sachs September 2010 - November 2010
Skills
Microsoft Excel, PowerPoint, Marketing Communications, Series 7, Series 63
Education
Northwestern University 2009 — 2012
Bachelor of Arts (B.A.), Economics
Marti LaTour Marti LaTour's Bernstein Global Wealth Management Experience January 2012 - February 2013
Job Vice President Wealth Advisor at BMO Harris Private Bank
Industry Investment Management
Experience
BMO Harris Private Banking May 2013 - Present
BELLE Capital USA LP April 2011 - Present
Women Angels, Inc January 2006 - Present
Bernstein Global Wealth Management January 2012 - February 2013
PepsiCo May 2010 - April 2011
PepsiAmericas, Inc. January 2007 - May 2010
PepsiAmericas, Inc. December 1997 - January 2007
PepsiAmericas, Inc. October 1994 - December 1997
Pepsi-Cola General Bottlers January 1990 - December 1997
Skills
Strategic Planning, Pricing Strategy, Entrepreneurship, Contract Negotiation, Sales Management, P&L Management, Strategy, Management, Forecasting, Start-ups, Leadership, Team Building, Retail, Sales, Mergers & Acquisitions, Team Leadership, Business Strategy, Sales Operations, Change Management, Product Development, Organizational..., Key Account Management, New Business Development, Leadership Development, Recruiting, Account Management, Marketing, Budgets, Cross-functional Team..., Training, Coaching, Analysis, Operations Management, Market Analysis, Risk Management, Financial Analysis, Business Analysis, Business Planning, Competitive Analysis, Investments, Finance, Project Planning, Human Resources, Executive Management, Venture Capital, Due Diligence, Business Development, Market Research, CRM, Strategic Partnerships
Education
Lewis University 1991 — 1993
MBA, Business & Marketing
Lewis University 1990 — 1992
Private Pilot license, Private Pilot
Lewis University 1981 — 1989
Bachelors, Marketing
BMO Harris Private Banking May 2013 - Present
BELLE Capital USA LP April 2011 - Present
Women Angels, Inc January 2006 - Present
Bernstein Global Wealth Management January 2012 - February 2013
PepsiCo May 2010 - April 2011
PepsiAmericas, Inc. January 2007 - May 2010
PepsiAmericas, Inc. December 1997 - January 2007
PepsiAmericas, Inc. October 1994 - December 1997
Pepsi-Cola General Bottlers January 1990 - December 1997
Skills
Strategic Planning, Pricing Strategy, Entrepreneurship, Contract Negotiation, Sales Management, P&L Management, Strategy, Management, Forecasting, Start-ups, Leadership, Team Building, Retail, Sales, Mergers & Acquisitions, Team Leadership, Business Strategy, Sales Operations, Change Management, Product Development, Organizational..., Key Account Management, New Business Development, Leadership Development, Recruiting, Account Management, Marketing, Budgets, Cross-functional Team..., Training, Coaching, Analysis, Operations Management, Market Analysis, Risk Management, Financial Analysis, Business Analysis, Business Planning, Competitive Analysis, Investments, Finance, Project Planning, Human Resources, Executive Management, Venture Capital, Due Diligence, Business Development, Market Research, CRM, Strategic Partnerships
Education
Lewis University 1991 — 1993
MBA, Business & Marketing
Lewis University 1990 — 1992
Private Pilot license, Private Pilot
Lewis University 1981 — 1989
Bachelors, Marketing
Haven Pell's Bernstein Global Wealth Management Experience February 1995 - September 2011
Job CoFounder at WellPlayed.US + CEO libertyPell LLC
Industry Writing and Editing
Experience
WellPlayed.US January 2013 - Present
libertyPell, LLC October 2011 - Present
Bernstein Global Wealth Management February 1995 - September 2011
Laurel Assets Group November 1993 - February 1995
Pacific Partners Limited January 1987 - November 1993
Kutak Rock September 1974 - December 1986
United States Naval Reserve September 1968 - December 1970
Vera Institute of Justice January 1970 - September 1970
Skills
Writing, Creative Writing, Public Speaking, News Writing, Sports Writing, Finance, Government, Politics, American Politics, International Relations, Strategic Planning, Entrepreneurship, Research, British politics, Fundraising, Marketing, Social Media, Nonprofits, Public Relations, Strategy, Editing, Management, Media Relations
Education
Fordham University School of Law 1971 — 1974
Doctor of Law (JD), Banking, Corporate, Finance, and Securities Law
Harvard College 1964 — 1968
A.B., Social Relations
St. Paul's School 1960 — 1964
High School
WellPlayed.US January 2013 - Present
libertyPell, LLC October 2011 - Present
Bernstein Global Wealth Management February 1995 - September 2011
Laurel Assets Group November 1993 - February 1995
Pacific Partners Limited January 1987 - November 1993
Kutak Rock September 1974 - December 1986
United States Naval Reserve September 1968 - December 1970
Vera Institute of Justice January 1970 - September 1970
Skills
Writing, Creative Writing, Public Speaking, News Writing, Sports Writing, Finance, Government, Politics, American Politics, International Relations, Strategic Planning, Entrepreneurship, Research, British politics, Fundraising, Marketing, Social Media, Nonprofits, Public Relations, Strategy, Editing, Management, Media Relations
Education
Fordham University School of Law 1971 — 1974
Doctor of Law (JD), Banking, Corporate, Finance, and Securities Law
Harvard College 1964 — 1968
A.B., Social Relations
St. Paul's School 1960 — 1964
High School
Lydia Barrett Lydia Barrett's Bernstein Global Wealth Management Experience August 2007 - March 2008
Job Marketing Manager at Baxalta
Industry Hospital & Health Care
Experience
Baxalta September 2015 - Present
Baxter International Inc. May 2014 - Present
Baxter International Inc. September 2013 - Present
Kellogg School of Management August 2011 - June 2013
Baxter International Inc. June 2012 - August 2012
Aon Benfield March 2008 - April 2011
Bernstein Global Wealth Management August 2007 - March 2008
Stein Ray LLP February 2006 - August 2007
Skills
Financial Modeling, Strategy, Financial Analysis, Due Diligence, Change Management, Competitive Analysis, Mergers & Acquisitions, Marketing, Business Strategy, Analytics, Management Consulting, Cross-functional Team...
Education
Northwestern University - Kellogg School of Management 2011 — 2013
MBA, Healthcare, Marketing, Strategy
Northwestern University 2002 — 2006
Bachelor of Arts (B.A.), History, Political Science
Universidad de Sevilla 2004 — 2004
Study Abroad - fall semester
The London School of Economics and Political Science (LSE) 2004 — 2004
Study Abroad - summer semester
Jagiellonian University 2003 — 2003
Study Abroad - summer semester
Baxalta September 2015 - Present
Baxter International Inc. May 2014 - Present
Baxter International Inc. September 2013 - Present
Kellogg School of Management August 2011 - June 2013
Baxter International Inc. June 2012 - August 2012
Aon Benfield March 2008 - April 2011
Bernstein Global Wealth Management August 2007 - March 2008
Stein Ray LLP February 2006 - August 2007
Skills
Financial Modeling, Strategy, Financial Analysis, Due Diligence, Change Management, Competitive Analysis, Mergers & Acquisitions, Marketing, Business Strategy, Analytics, Management Consulting, Cross-functional Team...
Education
Northwestern University - Kellogg School of Management 2011 — 2013
MBA, Healthcare, Marketing, Strategy
Northwestern University 2002 — 2006
Bachelor of Arts (B.A.), History, Political Science
Universidad de Sevilla 2004 — 2004
Study Abroad - fall semester
The London School of Economics and Political Science (LSE) 2004 — 2004
Study Abroad - summer semester
Jagiellonian University 2003 — 2003
Study Abroad - summer semester
Elizabeth Carrère Crutchfield's Bernstein Global Wealth Management Experience December 2014 - Present
Job Private Client Associate at Bernstein Global Wealth Management
Industry Financial Services
Experience
Bernstein Global Wealth Management December 2014 - Present
Baker Tilly Chile Auditores November 2012 - June 2014
Berlitz Corporation May 2012 - September 2012
Chilean Ministry of Education and the United Nations Development Programme-Chile July 2011 - November 2011
The Warehouse Apartments August 2010 - June 2011
The Daily Tar Heel August 2009 - May 2010
Skills
Microsoft Office, Customer Service, Facebook, PowerPoint, Microsoft Excel, Research, Social Networking, Microsoft Word, Social Media Marketing, Marketing, Outlook, Spanish, Public Relations, Sales, Market Research
Education
University of North Carolina at Chapel Hill 2007 — 2010
Bachelor of Arts (B.A.), International Studies and Political Science
Furman University 2006 — 2007
Bernstein Global Wealth Management December 2014 - Present
Baker Tilly Chile Auditores November 2012 - June 2014
Berlitz Corporation May 2012 - September 2012
Chilean Ministry of Education and the United Nations Development Programme-Chile July 2011 - November 2011
The Warehouse Apartments August 2010 - June 2011
The Daily Tar Heel August 2009 - May 2010
Skills
Microsoft Office, Customer Service, Facebook, PowerPoint, Microsoft Excel, Research, Social Networking, Microsoft Word, Social Media Marketing, Marketing, Outlook, Spanish, Public Relations, Sales, Market Research
Education
University of North Carolina at Chapel Hill 2007 — 2010
Bachelor of Arts (B.A.), International Studies and Political Science
Furman University 2006 — 2007
Suzanne Lynch Suzanne Lynch's Bernstein Global Wealth Management Experience December 2002 - Present
Job Principal and Senior Advisor at Bernstein Global Wealth Management
Industry Capital Markets
Experience
Bernstein Global Wealth Management December 2002 - Present
DigitalESP 2000 - 2003
Steelcase 1995 - 2000
Mobil Oil Corporation 1989 - 1995
Skills
Asset Allocation, Wealth Management, Retirement Planning, Alternative Investments, Portfolio Management, Financial Modeling
Education
Marquette University 1986 — 1988
BS, Business, Finance, Economics
Lehigh University - College of Business and Economics 1984 — 1986
Business and Economics
Firestone High School 1981 — 1984
Bernstein Global Wealth Management December 2002 - Present
DigitalESP 2000 - 2003
Steelcase 1995 - 2000
Mobil Oil Corporation 1989 - 1995
Skills
Asset Allocation, Wealth Management, Retirement Planning, Alternative Investments, Portfolio Management, Financial Modeling
Education
Marquette University 1986 — 1988
BS, Business, Finance, Economics
Lehigh University - College of Business and Economics 1984 — 1986
Business and Economics
Firestone High School 1981 — 1984
Dan Breene Dan Breene's Bernstein Global Wealth Management Experience 2005 - 2008
Job Executive Coach at Building Champions
Industry Management Consulting
Experience
Building Champions March 2014 - Present
Piedmont Financial Group March 2012 - March 2014
Beech Creek FInancial Group March 2009 - February 2012
Terra Systems Inc. June 2008 - February 2009
Bernstein Global Wealth Management 2005 - 2008
Consumer Marketing Solutions 2004 - 2005
Tektronix 2000 - 2003
GRA Consultants Inc. 1999 - 2000
PacifiCorp FInancial Services 1992 - 1998
Westinghouse Credit 1990 - 1991
Skills
Executive Coaching, Leadership, Management, Marketing, Financial Services, Life Insurance, Project Planning, Strategic Financial..., Mergers & Acquisitions, Financial Analysis, Private Equity, Venture Capital, Financial Modeling, Finance, Investments, Financial Advisory, Due Diligence, Retirement Planning, Portfolio Management, Insurance, Securities, Strategic Planning, Mergers, Entrepreneurship, 401k, Asset Allocation, Process Improvement, Team Building, Risk Management, Business Strategy
Education
Lehigh University - College of Business and Economics 1966 — 1970
BS, Management Science
San Francisco State University, College of Business 1975 — 1978
MBA, Management
GE Management Development Institute 1986 — 1986
Executive Development Course
Building Champions March 2014 - Present
Piedmont Financial Group March 2012 - March 2014
Beech Creek FInancial Group March 2009 - February 2012
Terra Systems Inc. June 2008 - February 2009
Bernstein Global Wealth Management 2005 - 2008
Consumer Marketing Solutions 2004 - 2005
Tektronix 2000 - 2003
GRA Consultants Inc. 1999 - 2000
PacifiCorp FInancial Services 1992 - 1998
Westinghouse Credit 1990 - 1991
Skills
Executive Coaching, Leadership, Management, Marketing, Financial Services, Life Insurance, Project Planning, Strategic Financial..., Mergers & Acquisitions, Financial Analysis, Private Equity, Venture Capital, Financial Modeling, Finance, Investments, Financial Advisory, Due Diligence, Retirement Planning, Portfolio Management, Insurance, Securities, Strategic Planning, Mergers, Entrepreneurship, 401k, Asset Allocation, Process Improvement, Team Building, Risk Management, Business Strategy
Education
Lehigh University - College of Business and Economics 1966 — 1970
BS, Management Science
San Francisco State University, College of Business 1975 — 1978
MBA, Management
GE Management Development Institute 1986 — 1986
Executive Development Course
Brian Payne Brian Payne's Bernstein Global Wealth Management Experience May 2007 - October 2011
Job Director at Dearborn Partners
Industry Financial Services
Experience
Dearborn Partners December 2013 - Present
Swingbyte, Inc. October 2011 - August 2013
Bernstein Global Wealth Management May 2007 - October 2011
Brian A. Payne, LLC / Professional Golfer October 1999 - October 2006
Skills
Venture Capital, Strategy, Management, Entrepreneurship, Start-ups, Marketing Strategy, Marketing, Corporate Development, Mergers & Acquisitions, Private Equity, Financial Modeling
Education
The University of Chicago Booth School of Business 2010 — 2013
MBA
Northwestern University 1992 — 1996
Dearborn Partners December 2013 - Present
Swingbyte, Inc. October 2011 - August 2013
Bernstein Global Wealth Management May 2007 - October 2011
Brian A. Payne, LLC / Professional Golfer October 1999 - October 2006
Skills
Venture Capital, Strategy, Management, Entrepreneurship, Start-ups, Marketing Strategy, Marketing, Corporate Development, Mergers & Acquisitions, Private Equity, Financial Modeling
Education
The University of Chicago Booth School of Business 2010 — 2013
MBA
Northwestern University 1992 — 1996
Jean Huang's Bernstein Global Wealth Management Experience January 2011 - Present
Job Vice President, Financial Advisor at Bernstein Global Wealth Management
Industry Financial Services
Experience
Bernstein Global Wealth Management January 2011 - Present
Pride of Cleveland, Inc. July 2009 - June 2011
Fox Broadcasting Company January 2006 - July 2009
Distraction Formats January 2003 - January 2006
Lions Gate Films 2000 - 2004
Skills
Asset Allocation, Asset Management, Business Strategy, Digital Media, Equities, Finance, Financial Analysis, Financial Modeling, Financial Services, High Net Worth..., Investments, Leadership, Management, Business Development, Marketing, Mergers, New Business Development, New Media, Social Media, Start-ups, Strategic Financial..., Strategic Partnerships, Strategic Planning, Strategy, Tax, Financial Planning, Mergers & Acquisitions
Education
Harvard University
BA, Asian History
Harvard University
Bachelor's degree cum laude, East Asian History
Bernstein Global Wealth Management January 2011 - Present
Pride of Cleveland, Inc. July 2009 - June 2011
Fox Broadcasting Company January 2006 - July 2009
Distraction Formats January 2003 - January 2006
Lions Gate Films 2000 - 2004
Skills
Asset Allocation, Asset Management, Business Strategy, Digital Media, Equities, Finance, Financial Analysis, Financial Modeling, Financial Services, High Net Worth..., Investments, Leadership, Management, Business Development, Marketing, Mergers, New Business Development, New Media, Social Media, Start-ups, Strategic Financial..., Strategic Partnerships, Strategic Planning, Strategy, Tax, Financial Planning, Mergers & Acquisitions
Education
Harvard University
BA, Asian History
Harvard University
Bachelor's degree cum laude, East Asian History
William Ellison Grayson William Ellison Grayson's Bernstein Global Wealth Management Experience April 2009 - Present
Job Principal, Bernstein Global Wealth Management
Industry Investment Management
Experience
Bernstein Global Wealth Management April 2009 - Present
University of San Francisco School of Law October 2012 - Present
The Villa Taverna Club October 2011 - Present
University of California, Institute of Governmental Studies April 2011 - Present
Archdiocese of San Francisco March 2004 - Present
Falcon Point Capital November 2000 - April 2009
Bay Area Discovery Museum 2003 - 2009
Dominican University of California June 2002 - June 2008
President's Commission on White House Fellowships June 2001 - May 2008
Woodrow Wilson International Center for Scholars April 1999 - June 2002
Skills
Investments, Hedge Funds, Executive Management, High Net Worth..., Family Office, Wealth, Management, Endowments, Private Equity, Wealth Management, Mergers, Alternative Investments, Strategic Financial..., Due Diligence, Portfolio Management, Estate Planning, Venture Capital, Financial Advisory, Investment Management, Foundations, Mergers & Acquisitions, Investment Strategies, Asset Management, Retirement, Start-ups, Asset Allocation, Investment Advisory, Securities, Finance, Retirement Planning, Bonds, Financial Services, Fixed Income, Board of Directors, Wealth Management..., Financial Planners
Education
Harvard University, John F. Kennedy School of Government 1992 — 1992
Defense Policy certificate, Defense policy
University of San Francisco School of Law 1981 — 1985
JD, Law
University of California, Santa Barbara 1976 — 1981
BA, History, Economics and Political Science
Saint Ignatius College Preparatory 1972 — 1976
HS Diploma
Bernstein Global Wealth Management April 2009 - Present
University of San Francisco School of Law October 2012 - Present
The Villa Taverna Club October 2011 - Present
University of California, Institute of Governmental Studies April 2011 - Present
Archdiocese of San Francisco March 2004 - Present
Falcon Point Capital November 2000 - April 2009
Bay Area Discovery Museum 2003 - 2009
Dominican University of California June 2002 - June 2008
President's Commission on White House Fellowships June 2001 - May 2008
Woodrow Wilson International Center for Scholars April 1999 - June 2002
Skills
Investments, Hedge Funds, Executive Management, High Net Worth..., Family Office, Wealth, Management, Endowments, Private Equity, Wealth Management, Mergers, Alternative Investments, Strategic Financial..., Due Diligence, Portfolio Management, Estate Planning, Venture Capital, Financial Advisory, Investment Management, Foundations, Mergers & Acquisitions, Investment Strategies, Asset Management, Retirement, Start-ups, Asset Allocation, Investment Advisory, Securities, Finance, Retirement Planning, Bonds, Financial Services, Fixed Income, Board of Directors, Wealth Management..., Financial Planners
Education
Harvard University, John F. Kennedy School of Government 1992 — 1992
Defense Policy certificate, Defense policy
University of San Francisco School of Law 1981 — 1985
JD, Law
University of California, Santa Barbara 1976 — 1981
BA, History, Economics and Political Science
Saint Ignatius College Preparatory 1972 — 1976
HS Diploma
Peter Ruiz Peter Ruiz's Bernstein Global Wealth Management Experience July 2012 - April 2013
Job Vice President, Equity Research
Industry Investment Banking
Experience
Sandler O'Neill & Partners, L.P. May 2013 - Present
Bernstein Global Wealth Management July 2012 - April 2013
Iron Capital Advisors Inc. August 2011 - May 2012
Student Managed Investment Fund May 2011 - August 2011
Skills
Excel, PowerPoint, Word, Access, Asset Management, Bloomberg Terminal, Equity Valuation, Investment Management, Valuation, Zephyr Style Advisor, Financial Analysis, Financial Modeling, Finance, Portfolio Management, Strategic Financial..., Morningstar, Financial Reporting, Series 7, Series 63, Equity Research, Investment Strategies
Education
Georgia State University 2008 — 2012
Bachelor of Business Administration (B.B.A.), Finance, 3.74/4.0
Sandler O'Neill & Partners, L.P. May 2013 - Present
Bernstein Global Wealth Management July 2012 - April 2013
Iron Capital Advisors Inc. August 2011 - May 2012
Student Managed Investment Fund May 2011 - August 2011
Skills
Excel, PowerPoint, Word, Access, Asset Management, Bloomberg Terminal, Equity Valuation, Investment Management, Valuation, Zephyr Style Advisor, Financial Analysis, Financial Modeling, Finance, Portfolio Management, Strategic Financial..., Morningstar, Financial Reporting, Series 7, Series 63, Equity Research, Investment Strategies
Education
Georgia State University 2008 — 2012
Bachelor of Business Administration (B.B.A.), Finance, 3.74/4.0
Stephanie Venne's Bernstein Global Wealth Management Experience July 2009 - May 2012
Job Keeping it inclusive and diverse at Comcast
Industry Telecommunications
Experience
Comcast March 2015 - Present
Comcast May 2012 - March 2015
Bernstein Global Wealth Management July 2009 - May 2012
Global Planners, Inc. September 2008 - May 2009
Global Planners, Inc. May 2008 - September 2008
New York University September 2007 - May 2008
RuffaloCODY August 2005 - May 2006
Skills
Microsoft Office, Event Management, Administrative..., SharePoint, Marketing, Mac, Social Media, Facebook, Event Planning, Data Entry, Email Marketing, Social Networking, Research, Leadership, Editing, Blogging
Education
New York University 2004 — 2008
BA, Psychology, Journalism and Mass Communication
Comcast March 2015 - Present
Comcast May 2012 - March 2015
Bernstein Global Wealth Management July 2009 - May 2012
Global Planners, Inc. September 2008 - May 2009
Global Planners, Inc. May 2008 - September 2008
New York University September 2007 - May 2008
RuffaloCODY August 2005 - May 2006
Skills
Microsoft Office, Event Management, Administrative..., SharePoint, Marketing, Mac, Social Media, Facebook, Event Planning, Data Entry, Email Marketing, Social Networking, Research, Leadership, Editing, Blogging
Education
New York University 2004 — 2008
BA, Psychology, Journalism and Mass Communication
Jim Downham Jr. Jim Downham Jr.'s Bernstein Global Wealth Management Experience May 2007 - December 2012
Job Senior Vice President, Sr. Relationship Manager at HSBC Private Bank
Industry Financial Services
Experience
HSBC Private Bank June 2015 - Present
Regions Private Wealth Management July 2013 - June 2015
Bernstein Global Wealth Management May 2007 - December 2012
McGraw-Hill Companies 2004 - 2005
The McGraw-Hill Companies 2001 - 2004
The McGraw-Hill Companies 1999 - 2000
The McGraw-Hill Companies 1997 - 1999
The McGraw-Hill Companies 1993 - 1997
Skills
Asset Managment, Mergers & Acquisitions, Trading, Strategic Planning, Operations Management, Financial Services, Leadership, New Business Development, Mergers, Asset Management, Financial Analysis, Financial Modeling, Strategic Partnerships, Sales Operations, Finance, Sales, Commodity, Strategic Financial...
Education
Texas A&M University 1980 — 1984
BBA, Finance
Harvard Business School
Competition & Business Strategy
University of Virginia Darden School of Business
Executive Development Program
HSBC Private Bank June 2015 - Present
Regions Private Wealth Management July 2013 - June 2015
Bernstein Global Wealth Management May 2007 - December 2012
McGraw-Hill Companies 2004 - 2005
The McGraw-Hill Companies 2001 - 2004
The McGraw-Hill Companies 1999 - 2000
The McGraw-Hill Companies 1997 - 1999
The McGraw-Hill Companies 1993 - 1997
Skills
Asset Managment, Mergers & Acquisitions, Trading, Strategic Planning, Operations Management, Financial Services, Leadership, New Business Development, Mergers, Asset Management, Financial Analysis, Financial Modeling, Strategic Partnerships, Sales Operations, Finance, Sales, Commodity, Strategic Financial...
Education
Texas A&M University 1980 — 1984
BBA, Finance
Harvard Business School
Competition & Business Strategy
University of Virginia Darden School of Business
Executive Development Program
Ali Carmen Ali Carmen's Bernstein Global Wealth Management Experience April 2000 - January 2015
Job Sales Practice Principal at Northern Trust Securities, Inc.
Industry Financial Services
Experience
Northern Trust Securities, Inc. January 2015 - Present
Bernstein Global Wealth Management April 2000 - January 2015
Hoopis Financial Group August 1996 - April 2000
Skills
Series 24, Series 4, Series 7, Series 66, Series 63, Manage Client..., Alternative Investments, Wealth Management..., Investment Strategies
Education
Southern Illinois University, Carbondale
Harper College
Northern Trust Securities, Inc. January 2015 - Present
Bernstein Global Wealth Management April 2000 - January 2015
Hoopis Financial Group August 1996 - April 2000
Skills
Series 24, Series 4, Series 7, Series 66, Series 63, Manage Client..., Alternative Investments, Wealth Management..., Investment Strategies
Education
Southern Illinois University, Carbondale
Harper College
David Noosinow, CEPA's Bernstein Global Wealth Management Experience December 2005 - October 2012
Job Investment and Wealth Management Services for Business Owners and Corporate Executives
Industry Financial Services
Experience
BNY Mellon Wealth Managment October 2012 - Present
Bernstein Global Wealth Management December 2005 - October 2012
Telecom Compliance Service Inc. 2003 - 2005
OrbitTravel.com Inc. 1999 - 2000
Spartan Capital Management LLC 1996 - 1999
Credit Suisse First Boston 1994 - 1995
Bear Stearns & Co. 1986 - 1994
Skills
Wealth Management, Investment Management, Estate Planning, Strategic Planning, Mergers & Acquisitions, Management, Investments, Finance, Due Diligence, Wealth, Exit Strategies
Education
Northern Arizona University, College of Business Administration 1977 — 1982
BS, Finance
BNY Mellon Wealth Managment October 2012 - Present
Bernstein Global Wealth Management December 2005 - October 2012
Telecom Compliance Service Inc. 2003 - 2005
OrbitTravel.com Inc. 1999 - 2000
Spartan Capital Management LLC 1996 - 1999
Credit Suisse First Boston 1994 - 1995
Bear Stearns & Co. 1986 - 1994
Skills
Wealth Management, Investment Management, Estate Planning, Strategic Planning, Mergers & Acquisitions, Management, Investments, Finance, Due Diligence, Wealth, Exit Strategies
Education
Northern Arizona University, College of Business Administration 1977 — 1982
BS, Finance
Patricia Rench Patricia Rench's Bernstein Global Wealth Management Experience April 2005 - March 2010
Job Chief Compliance Officer at Ancient Art, LP
Industry Investment Management
Experience
Ancient Art, LP IA to Teton Capital Partners, LP November 2010 - Present
Bernstein Global Wealth Management April 2005 - March 2010
Education
Georgia Institute of Technology 1999 — 2004
B.S., Science, Technology, and Culture
Ancient Art, LP IA to Teton Capital Partners, LP November 2010 - Present
Bernstein Global Wealth Management April 2005 - March 2010
Education
Georgia Institute of Technology 1999 — 2004
B.S., Science, Technology, and Culture
Benjamin Lehrhoff Benjamin Lehrhoff's Bernstein Global Wealth Management Experience June 2007 - Present
Job Vice President at Bernstein Global Wealth Management
Industry Financial Services
Experience
Bernstein Global Wealth Management June 2007 - Present
KPMG July 2003 - May 2007
Skills
Estate Planning, Investments, Business, Financial Modeling, Hedge Funds, Wealth Management, Mergers & Acquisitions, Finance, Financial Advisory, Equities, Private Equity, Wealth Management..., Tax, Financial Services, Alternative Investments, CPA
Education
Lehigh University 1999 — 2003
BS, Accounting
Lehigh University - College of Business and Economics 1999 — 2003
BS, Accounting
The Pingry School 1990 — 1999
Bernstein Global Wealth Management June 2007 - Present
KPMG July 2003 - May 2007
Skills
Estate Planning, Investments, Business, Financial Modeling, Hedge Funds, Wealth Management, Mergers & Acquisitions, Finance, Financial Advisory, Equities, Private Equity, Wealth Management..., Tax, Financial Services, Alternative Investments, CPA
Education
Lehigh University 1999 — 2003
BS, Accounting
Lehigh University - College of Business and Economics 1999 — 2003
BS, Accounting
The Pingry School 1990 — 1999
Donna Joseph Donna Joseph's Bernstein Global Wealth Management Experience April 1999 - Present
Job Vice President at Bernstein Global Wealth Management
Industry Financial Services
Experience
Bernstein Global Wealth Management April 1999 - Present
Friedman Billings Ramsey 1995 - April 1999
Bear Stearns 1993 - 1995
Skills
Wealth Management..., Trusts, Investments, Asset Allocation, Alternative Investments, Wealth Management, Asset Management, Investment Strategies, Estate Planning, Series 7, Mutual Funds, Retirement Planning, Investment Management, Securities, Investment Advisory
Education
Georgetown University 1995 — 1997
MPP, Social Policy
Wellesley College 1989 — 1993
BA, Political Science
Bernstein Global Wealth Management April 1999 - Present
Friedman Billings Ramsey 1995 - April 1999
Bear Stearns 1993 - 1995
Skills
Wealth Management..., Trusts, Investments, Asset Allocation, Alternative Investments, Wealth Management, Asset Management, Investment Strategies, Estate Planning, Series 7, Mutual Funds, Retirement Planning, Investment Management, Securities, Investment Advisory
Education
Georgetown University 1995 — 1997
MPP, Social Policy
Wellesley College 1989 — 1993
BA, Political Science
Justin A. Schaefer, CPA, CGMA's Bernstein Global Wealth Management Experience December 2006 - December 2008
Job Managing Partner at MediTax Solutions, MediBilling Solutions and Parlade & Schaefer CPAs, PA
Industry Accounting
Experience
MediBilling Solutuions, PLLC June 2010 - Present
MediTax Solutions, LLC 2008 - Present
Parlade & Schaefer CPAs, P.A. 2008 - Present
Bernstein Global Wealth Management December 2006 - December 2008
Shield Technology Group, Inc. May 2004 - December 2006
Spear, Safer, Harmon & Co., CPAs and Advisors January 2003 - May 2004
Deloitte & Touche May 2001 - January 2003
PricewaterhouseCoopers August 1999 - May 2001
Skills
Tax, Accounting, Corporate Tax, Internal Controls, Auditing, Payroll, IRS, Financial Accounting, Corporate Finance, Finance, Tax Research, Tax Preparation, Cash Flow, Income Tax, Investments, Tax Accounting, CPA, International Tax, Partnership Taxation, Tax Returns
Education
University of Notre Dame - Mendoza College of Business
Masters in Accounting, Taxation
Florida International University - College of Business Administration
Bachelors in Accounting, Accounting
Colegio de España 1995 — 1996
Archbishop Curley Notre Dame High School 1987 — 1991
St. Rose of Lima 1986 — 1987
Salvatorkolleg - Bad Wurzach 1985 — 1986
The Cushman School 1976 — 1985
MediBilling Solutuions, PLLC June 2010 - Present
MediTax Solutions, LLC 2008 - Present
Parlade & Schaefer CPAs, P.A. 2008 - Present
Bernstein Global Wealth Management December 2006 - December 2008
Shield Technology Group, Inc. May 2004 - December 2006
Spear, Safer, Harmon & Co., CPAs and Advisors January 2003 - May 2004
Deloitte & Touche May 2001 - January 2003
PricewaterhouseCoopers August 1999 - May 2001
Skills
Tax, Accounting, Corporate Tax, Internal Controls, Auditing, Payroll, IRS, Financial Accounting, Corporate Finance, Finance, Tax Research, Tax Preparation, Cash Flow, Income Tax, Investments, Tax Accounting, CPA, International Tax, Partnership Taxation, Tax Returns
Education
University of Notre Dame - Mendoza College of Business
Masters in Accounting, Taxation
Florida International University - College of Business Administration
Bachelors in Accounting, Accounting
Colegio de España 1995 — 1996
Archbishop Curley Notre Dame High School 1987 — 1991
St. Rose of Lima 1986 — 1987
Salvatorkolleg - Bad Wurzach 1985 — 1986
The Cushman School 1976 — 1985
David Greene's Bernstein Global Wealth Management Experience 2008 - Present
Job Principal / Financial Advisor, Global Wealth Management at AllianceBernstein
Industry Financial Services
Experience
Bernstein Global Wealth Management 2008 - Present
Robert James Advisory Services April 2006 - July 2008
Inspire December 2006 - May 2008
PostNewsweek Tech Media March 2001 - March 2006
The Washington Post Company December 1999 - March 2001
McKinsey & Company June 1996 - December 1999
Skills
Wealth Management, Investments, Financial Planning, Wealth Preservation..., Charitable Giving..., Retirement Income..., Personal Finance, Financial Education, Retirement Planning, Comprehensive Wealth..., High Net Worth..., Saving for Education, Asset Allocation, Investment Strategies, Wealth Preservation, Wealth Accumulation, Wealth Transfer, Investment Advisory, Private Wealth..., Strategic Financial...
Education
Harvard Business School 1994 — 1996
MBA
Harvard University 1987 — 1991
AB, Economics
Bernstein Global Wealth Management 2008 - Present
Robert James Advisory Services April 2006 - July 2008
Inspire December 2006 - May 2008
PostNewsweek Tech Media March 2001 - March 2006
The Washington Post Company December 1999 - March 2001
McKinsey & Company June 1996 - December 1999
Skills
Wealth Management, Investments, Financial Planning, Wealth Preservation..., Charitable Giving..., Retirement Income..., Personal Finance, Financial Education, Retirement Planning, Comprehensive Wealth..., High Net Worth..., Saving for Education, Asset Allocation, Investment Strategies, Wealth Preservation, Wealth Accumulation, Wealth Transfer, Investment Advisory, Private Wealth..., Strategic Financial...
Education
Harvard Business School 1994 — 1996
MBA
Harvard University 1987 — 1991
AB, Economics
Hilarie Schmalke Hilarie Schmalke's Bernstein Global Wealth Management Experience October 2005 - January 2008
Job Information Analyst II at TD
Industry Information Services
Experience
TD February 2015 - Present
The Smithers Group Inc January 2009 - February 2015
The Smithers Group Inc March 2008 - December 2008
Bernstein Global Wealth Management October 2005 - January 2008
Fountain House June 2003 - September 2005
Love Heals, the Alison Gertz Foundation for AIDS Education October 2000 - June 2003
Skills
Project Management, CRM, Marketing, Event Management, Databases, Microsoft Office, Budgets, Market Research, Data Analysis, Event Planning, B2B, Business Development, Customer Service, Marketing Communications, Access and SQL-based..., MS Office Suite, Sales, Italian, Marketing Strategy, Direct Marketing, Email Marketing, Public Speaking, Proficient Italian, Microsoft CRM, Raiser's Edge, Collaborative Problem..., Requirements Analysis, Management, Strategy
Education
La Salle University 1996 — 2000
BA, Economics, International Studies, Political Science
Liceo Scientifico 1994 — 1995
TD February 2015 - Present
The Smithers Group Inc January 2009 - February 2015
The Smithers Group Inc March 2008 - December 2008
Bernstein Global Wealth Management October 2005 - January 2008
Fountain House June 2003 - September 2005
Love Heals, the Alison Gertz Foundation for AIDS Education October 2000 - June 2003
Skills
Project Management, CRM, Marketing, Event Management, Databases, Microsoft Office, Budgets, Market Research, Data Analysis, Event Planning, B2B, Business Development, Customer Service, Marketing Communications, Access and SQL-based..., MS Office Suite, Sales, Italian, Marketing Strategy, Direct Marketing, Email Marketing, Public Speaking, Proficient Italian, Microsoft CRM, Raiser's Edge, Collaborative Problem..., Requirements Analysis, Management, Strategy
Education
La Salle University 1996 — 2000
BA, Economics, International Studies, Political Science
Liceo Scientifico 1994 — 1995
Brad Hawkins Brad Hawkins's Bernstein Global Wealth Management Experience April 2008 - Present
Job Vice President at Bernstein Private Wealth Management
Industry Investment Management
Experience
Bernstein Global Wealth Management April 2008 - Present
ICF International June 2004 - April 2008
Skills
Certified Financial..., Series 7, Series 9, Series 10, Series 31, Series 66, Investments, Asset Management, Program Management, Asset Allocation, Strategic Planning, Finance, Investment Management, Mutual Funds, Wealth Management, Alternative Investments, Leadership, Portfolio Management, Series 63, Investment Strategies
Education
Penn State University
Bachelor of Arts (B.A.), Economics
Bernstein Global Wealth Management April 2008 - Present
ICF International June 2004 - April 2008
Skills
Certified Financial..., Series 7, Series 9, Series 10, Series 31, Series 66, Investments, Asset Management, Program Management, Asset Allocation, Strategic Planning, Finance, Investment Management, Mutual Funds, Wealth Management, Alternative Investments, Leadership, Portfolio Management, Series 63, Investment Strategies
Education
Penn State University
Bachelor of Arts (B.A.), Economics
Richard Fulop Richard Fulop's Bernstein Global Wealth Management Experience 2010 - 2011
Job Founder & CEO at Brooklinen
Industry Retail
Experience
Brooklinen, Inc. August 2013 - Present
Honey.is January 2014 - April 2014
NBCUniversal, Inc. May 2013 - August 2013
21 Sports and Entertainment Marketing January 2013 - April 2013
Major League Soccer 2012 - 2012
Creative Artists Agency 2011 - 2011
Bernstein Global Wealth Management 2010 - 2011
Gain Capital / Forex.com 2007 - 2010
Madison Square Garden 2007 - 2007
Skills
Sports Marketing, Sports Business, Sports Management, Sports Media, Entertainment Management, Financial Markets, Financial Management, Financial Analysis, Marketing Strategy, Sales Management, Market Planning, Business Ethics, Business Development, Business Strategy, Strategic Partnerships, Strategic Thinking, Sports, Financial Modeling, Competitive Analysis, Strategy, Analysis, Investments
Education
New York University - Leonard N. Stern School of Business 2012 — 2014
Master of Business Administration (MBA)
New York University 2003 — 2007
Bachelor of Science, Marketing
Brooklinen, Inc. August 2013 - Present
Honey.is January 2014 - April 2014
NBCUniversal, Inc. May 2013 - August 2013
21 Sports and Entertainment Marketing January 2013 - April 2013
Major League Soccer 2012 - 2012
Creative Artists Agency 2011 - 2011
Bernstein Global Wealth Management 2010 - 2011
Gain Capital / Forex.com 2007 - 2010
Madison Square Garden 2007 - 2007
Skills
Sports Marketing, Sports Business, Sports Management, Sports Media, Entertainment Management, Financial Markets, Financial Management, Financial Analysis, Marketing Strategy, Sales Management, Market Planning, Business Ethics, Business Development, Business Strategy, Strategic Partnerships, Strategic Thinking, Sports, Financial Modeling, Competitive Analysis, Strategy, Analysis, Investments
Education
New York University - Leonard N. Stern School of Business 2012 — 2014
Master of Business Administration (MBA)
New York University 2003 — 2007
Bachelor of Science, Marketing
Tim Toscano Tim Toscano's Bernstein Global Wealth Management Experience June 2002 - January 2004
Job Director, Content Strategy at MMB
Industry Marketing and Advertising
Experience
MMB May 2015 - Present
VSA Partners, Inc. May 2014 - May 2015
Freelancer September 2012 - May 2014
Wechsler Ross & Partners February 2012 - September 2012
Dimensional Fund Advisors November 2009 - February 2012
Freelance February 2009 - November 2009
Wechsler Ross & Partners January 2004 - February 2009
Bernstein Global Wealth Management June 2002 - January 2004
MFS Investment Management December 1999 - June 2002
Fidelity Investments January 1990 - December 1999
Skills
Integrated Marketing, Editing, Content Development, Research, Publishing, Usability Design, Information Architecture, Marketing Communications, Brand Development, Digital Strategy, Brand Strategy, Corporate Positioning, Product Naming, Email Marketing, Content Strategy, Copywriting, SEO, Corporate Communications, Usability Engineering, Thought Leadership, Brochures, Editorial, Marketing, Content Marketing, Corporate Branding, User Experience, Newsletters, User Interface Design, Creative Strategy, Strategy, Blogging, Internal Communications, Competitive Analysis, Digital Marketing
Education
Harvard University
Graduate Certificate in Publishing and Communications, Concentrations in journalism and business writing
University of Massachusetts, Amherst
Bachelor of Arts, Economics
MMB May 2015 - Present
VSA Partners, Inc. May 2014 - May 2015
Freelancer September 2012 - May 2014
Wechsler Ross & Partners February 2012 - September 2012
Dimensional Fund Advisors November 2009 - February 2012
Freelance February 2009 - November 2009
Wechsler Ross & Partners January 2004 - February 2009
Bernstein Global Wealth Management June 2002 - January 2004
MFS Investment Management December 1999 - June 2002
Fidelity Investments January 1990 - December 1999
Skills
Integrated Marketing, Editing, Content Development, Research, Publishing, Usability Design, Information Architecture, Marketing Communications, Brand Development, Digital Strategy, Brand Strategy, Corporate Positioning, Product Naming, Email Marketing, Content Strategy, Copywriting, SEO, Corporate Communications, Usability Engineering, Thought Leadership, Brochures, Editorial, Marketing, Content Marketing, Corporate Branding, User Experience, Newsletters, User Interface Design, Creative Strategy, Strategy, Blogging, Internal Communications, Competitive Analysis, Digital Marketing
Education
Harvard University
Graduate Certificate in Publishing and Communications, Concentrations in journalism and business writing
University of Massachusetts, Amherst
Bachelor of Arts, Economics
Raymond Wareham Raymond Wareham's Bernstein Global Wealth Management Experience 1999 - April 2012
Job Managing Director at Rockefeller & Company
Industry Investment Management
Experience
Rockefeller & Company September 2012 - Present
Bernstein Global Wealth Management 1999 - April 2012
J.P. Morgan 1975 - 1999
US Navy 1970 - 1973
Skills
Investment Banking, Investments, Wealth, Corporate Finance, Finance, Financial Modeling, Management, Investment Management, Asset Allocation, Wealth Management..., Financial Services, Investment Advisory, High Net Worth..., Due Diligence, Investment Strategies, Portfolio Management, Securities, Wealth Management, Private Equity, Mergers & Acquisitions, Equities, Trusts, Valuation, Alternative Investments, Hedge Funds, Financial Analysis, Strategic Financial..., Capital Markets, Fixed Income, Mutual Funds, Asset Management
Education
Harvard Business School 1973 — 1975
MBA
Northwestern University 1966 — 1970
BS Engineering, Industrial Engg & Computer Science
Rockefeller & Company September 2012 - Present
Bernstein Global Wealth Management 1999 - April 2012
J.P. Morgan 1975 - 1999
US Navy 1970 - 1973
Skills
Investment Banking, Investments, Wealth, Corporate Finance, Finance, Financial Modeling, Management, Investment Management, Asset Allocation, Wealth Management..., Financial Services, Investment Advisory, High Net Worth..., Due Diligence, Investment Strategies, Portfolio Management, Securities, Wealth Management, Private Equity, Mergers & Acquisitions, Equities, Trusts, Valuation, Alternative Investments, Hedge Funds, Financial Analysis, Strategic Financial..., Capital Markets, Fixed Income, Mutual Funds, Asset Management
Education
Harvard Business School 1973 — 1975
MBA
Northwestern University 1966 — 1970
BS Engineering, Industrial Engg & Computer Science
Eric Leightner Eric Leightner's Bernstein Global Wealth Management Experience July 2012 - Present
Job Investment Planning Analyst at Bernstein Global Wealth Management
Industry Investment Management
Experience
Bernstein Global Wealth Management July 2012 - Present
US Trust, Bank of America Private Wealth Management July 2010 - October 2011
Smithsonian Institution April 2009 - June 2009
Morris James LLP July 2006 - August 2008
Skills
Financial Modeling, Asset Management, Financial Reporting, Customer Relations, Equity Research, Private Equity, Investment Management, Portfolio Management, Investments, Wealth Management, Securities, Series 7, Wealth Management..., Capital Markets, Valuation, Hedge Funds, Alternative Investments, Asset Allocation, Investment Strategies, Strategic Financial..., High Net Worth..., Investment Advisory, Financial Statement..., Bloomberg, Customer Service, Finance, Financial Analysis, Equities, Analysis, Management
Education
Georgetown University - The McDonough School of Business 2008 — 2010
Master, Business Administration; Finance; European Business
University of Oxford 2009 — 2009
International Management
University of North Carolina at Chapel Hill 2002 — 2005
BA, Political Science
The University of Edinburgh 2003 — 2004
Politics
Bernstein Global Wealth Management July 2012 - Present
US Trust, Bank of America Private Wealth Management July 2010 - October 2011
Smithsonian Institution April 2009 - June 2009
Morris James LLP July 2006 - August 2008
Skills
Financial Modeling, Asset Management, Financial Reporting, Customer Relations, Equity Research, Private Equity, Investment Management, Portfolio Management, Investments, Wealth Management, Securities, Series 7, Wealth Management..., Capital Markets, Valuation, Hedge Funds, Alternative Investments, Asset Allocation, Investment Strategies, Strategic Financial..., High Net Worth..., Investment Advisory, Financial Statement..., Bloomberg, Customer Service, Finance, Financial Analysis, Equities, Analysis, Management
Education
Georgetown University - The McDonough School of Business 2008 — 2010
Master, Business Administration; Finance; European Business
University of Oxford 2009 — 2009
International Management
University of North Carolina at Chapel Hill 2002 — 2005
BA, Political Science
The University of Edinburgh 2003 — 2004
Politics
Erika Brettingen's Bernstein Global Wealth Management Experience July 2011 - November 2012
Job Managing Consultant at Navigant Consulting
Industry Financial Services
Experience
Navigant December 2012 - Present
Bernstein Global Wealth Management July 2011 - November 2012
@properties August 2009 - June 2011
Navigant Consulting July 2006 - June 2009
Skills
Financial Modeling, Financial Analysis, Due Diligence, Valuation, Strategy, Strategic Planning, Management Consulting, Data Analysis, Risk Management, Finance, Analysis, Management, Business Development
Education
Indiana University - Kelley School of Business 2002 — 2006
B.S., Finance, Real Estate, and International Studies
Indiana University Bloomington 2002 — 2006
B.S., Finance, Real Estate, and International Studies
Navigant December 2012 - Present
Bernstein Global Wealth Management July 2011 - November 2012
@properties August 2009 - June 2011
Navigant Consulting July 2006 - June 2009
Skills
Financial Modeling, Financial Analysis, Due Diligence, Valuation, Strategy, Strategic Planning, Management Consulting, Data Analysis, Risk Management, Finance, Analysis, Management, Business Development
Education
Indiana University - Kelley School of Business 2002 — 2006
B.S., Finance, Real Estate, and International Studies
Indiana University Bloomington 2002 — 2006
B.S., Finance, Real Estate, and International Studies
David P. Wilson David P. Wilson's Bernstein Global Wealth Management Experience February 2013 - October 2014
Job Compensation Analyst at Johns Manville
Industry Financial Services
Experience
Johns Manville January 2015 - Present
Bernstein Global Wealth Management February 2013 - October 2014
GE Capital April 2011 - February 2013
Fifth Third Bank April 2009 - April 2011
Fifth Third Bank September 2007 - April 2009
Ohio University Student Equity Management Group September 2006 - June 2007
Skills
Financial Modeling, Financial Analysis, Credit, Portfolio Management, Finance, Due Diligence, Analysis
Education
Ohio University 2006 — 2007
BA, Finance
Johns Manville January 2015 - Present
Bernstein Global Wealth Management February 2013 - October 2014
GE Capital April 2011 - February 2013
Fifth Third Bank April 2009 - April 2011
Fifth Third Bank September 2007 - April 2009
Ohio University Student Equity Management Group September 2006 - June 2007
Skills
Financial Modeling, Financial Analysis, Credit, Portfolio Management, Finance, Due Diligence, Analysis
Education
Ohio University 2006 — 2007
BA, Finance
Eric Gies Eric Gies's Bernstein Global Wealth Management Experience July 1997 - March 2005
Job Managing Director Region Head at Bessemer Trust
Industry Investment Management
Experience
Bessemer Trust May 2009 - Present
Neuberger Berman March 2005 - April 2009
Bernstein Global Wealth Management July 1997 - March 2005
United States Navy April 1988 - July 1997
Education
Jacksonville University 1995 — 1997
MBA, Management
University of Florida 1983 — 1988
BS, Industrial Systems Engineering
Atlantic High School 1979 — 1983
High School Diploma, College Prep
Bessemer Trust May 2009 - Present
Neuberger Berman March 2005 - April 2009
Bernstein Global Wealth Management July 1997 - March 2005
United States Navy April 1988 - July 1997
Education
Jacksonville University 1995 — 1997
MBA, Management
University of Florida 1983 — 1988
BS, Industrial Systems Engineering
Atlantic High School 1979 — 1983
High School Diploma, College Prep
Dan Rice Dan Rice's Bernstein Global Wealth Management Experience April 2001 - April 2003
Job President, Thayer Leader Development Group at West Point; CoAuthor "West Point Leadership: Profiles of Courage"
Industry Education Management
Experience
Thayer Leader Development Group at West Point April 2010 - Present
The Historic Thayer Hotel at West Point August 2009 - Present
Award Winning Leadership Author & Public Speaker January 2011 - Present
SunDial Capital Partners September 2009 - January 2015
Convergent Wealth Advisors May 2007 - September 2008
U.S. Trust May 2003 - May 2007
US Army September 2004 - December 2005
Bernstein Global Wealth Management April 2001 - April 2003
B. Braun Medical September 1991 - September 2000
Skills
Leadership, Leadership Development, Team Building, National Security, Army, Strategic Planning, Program Management, Management, DoD, Organizational..., Executive Management, Entrepreneurship, Military, Government, Strategy, Venture Capital, Operational Planning, Private Equity, Corporate Development, Security Clearance, Public Speaking, Start-ups, Renewable Energy, Military Operations, Alternative Investments, Mergers & Acquisitions, Management Consulting, Cross-functional Team..., Marketing Strategy, Marketing, Team Leadership, Military Experience, Educational Leadership, Military History, American History
Education
United States Military Academy at West Point 1984 — 1988
BS, National Security Field of Study
Northwestern University - Kellogg School of Management 1998 — 2000
MBA, Marketing
Rocky Hill High School 1981 — 1984
HS
Thayer Leader Development Group at West Point April 2010 - Present
The Historic Thayer Hotel at West Point August 2009 - Present
Award Winning Leadership Author & Public Speaker January 2011 - Present
SunDial Capital Partners September 2009 - January 2015
Convergent Wealth Advisors May 2007 - September 2008
U.S. Trust May 2003 - May 2007
US Army September 2004 - December 2005
Bernstein Global Wealth Management April 2001 - April 2003
B. Braun Medical September 1991 - September 2000
Skills
Leadership, Leadership Development, Team Building, National Security, Army, Strategic Planning, Program Management, Management, DoD, Organizational..., Executive Management, Entrepreneurship, Military, Government, Strategy, Venture Capital, Operational Planning, Private Equity, Corporate Development, Security Clearance, Public Speaking, Start-ups, Renewable Energy, Military Operations, Alternative Investments, Mergers & Acquisitions, Management Consulting, Cross-functional Team..., Marketing Strategy, Marketing, Team Leadership, Military Experience, Educational Leadership, Military History, American History
Education
United States Military Academy at West Point 1984 — 1988
BS, National Security Field of Study
Northwestern University - Kellogg School of Management 1998 — 2000
MBA, Marketing
Rocky Hill High School 1981 — 1984
HS
Chris Simcox Chris Simcox's Bernstein Global Wealth Management Experience August 2007 - May 2011
Job Private Banker at J.P. Morgan
Industry Investment Management
Experience
J.P. Morgan June 2014 - Present
HSBC Private Bank March 2011 - June 2014
Bernstein Global Wealth Management August 2007 - May 2011
Merrill Lynch February 1999 - January 2007
Education
Northwestern University - Kellogg School of Management 1979 — 1981
Master of Business Administration (MBA), Accounting and Finance
Vanderbilt University 1975 — 1979
Bachelor of Arts, Economics
J.P. Morgan June 2014 - Present
HSBC Private Bank March 2011 - June 2014
Bernstein Global Wealth Management August 2007 - May 2011
Merrill Lynch February 1999 - January 2007
Education
Northwestern University - Kellogg School of Management 1979 — 1981
Master of Business Administration (MBA), Accounting and Finance
Vanderbilt University 1975 — 1979
Bachelor of Arts, Economics
Elizabeth Falco's Bernstein Global Wealth Management Experience April 2014 - May 2015
Job Consultant
Industry Nonprofit Organization Management
Experience
Bernstein Global Wealth Management April 2014 - May 2015
CCS August 2013 - April 2014
Credit Suisse June 2012 - September 2012
Bernstein Global Wealth Management 2006 - 2011
Skills
Portfolio Management, Valuation, Financial Modeling, Financial Analysis, Corporate Finance
Education
ESADE Business School 2011 — 2013
Master of Business Administration (M.B.A.)
Washington and Lee University 2001 — 2005
Bachelor of Science, Business Administration with Special Attainments in Commerce
Hathaway Brown
Bernstein Global Wealth Management April 2014 - May 2015
CCS August 2013 - April 2014
Credit Suisse June 2012 - September 2012
Bernstein Global Wealth Management 2006 - 2011
Skills
Portfolio Management, Valuation, Financial Modeling, Financial Analysis, Corporate Finance
Education
ESADE Business School 2011 — 2013
Master of Business Administration (M.B.A.)
Washington and Lee University 2001 — 2005
Bachelor of Science, Business Administration with Special Attainments in Commerce
Hathaway Brown
Jason Garden Jason Garden's Bernstein Global Wealth Management Experience July 2007 - June 2009
Job Associate at Goldman Sachs
Industry Investment Management
Experience
Goldman Sachs Private Wealth Management October 2009 - Present
Bernstein Global Wealth Management July 2007 - June 2009
Education
Northwestern University - Kellogg School of Management
Master of Business Administration (M.B.A.)
University of Michigan 2003 — 2007
Goldman Sachs Private Wealth Management October 2009 - Present
Bernstein Global Wealth Management July 2007 - June 2009
Education
Northwestern University - Kellogg School of Management
Master of Business Administration (M.B.A.)
University of Michigan 2003 — 2007
Jon Bristow, CFA Jon Bristow, CFA's Bernstein Global Wealth Management Experience February 2009 - June 2013
Job As a Senior Portfolio Officer, Jon Bristow manages the largest and most complex accounts at BNY Mellon
Industry Investment Management
Experience
BNY Mellon November 2013 - Present
Bernstein Global Wealth Management February 2009 - June 2013
Bernstein Global Wealth Management December 2004 - January 2009
Citibank 2002 - 2004
Education
Florida Atlantic University 2003 — 2004
MBA, Finance
Wingate University 1995 — 1999
BS, Business/Mathematics
BNY Mellon November 2013 - Present
Bernstein Global Wealth Management February 2009 - June 2013
Bernstein Global Wealth Management December 2004 - January 2009
Citibank 2002 - 2004
Education
Florida Atlantic University 2003 — 2004
MBA, Finance
Wingate University 1995 — 1999
BS, Business/Mathematics
Candice Cason's Bernstein Global Wealth Management Experience June 2009 - March 2014
Job Registered Associate at Graystone Consulting Tampa Morgan Stanley
Industry Investment Management
Experience
Morgan Stanley March 2014 - Present
Bernstein Global Wealth Management June 2009 - March 2014
Bernstein Global Wealth Management November 2006 - May 2009
The St. Petersburg Times January 2005 - October 2006
Skills
Investments, Asset Allocation, PowerPoint, Excel, Series 7, Forecasting, Financial Services, Analysis, Financial Modeling, Financial Analysis, Asset Management, Wealth Management, Mutual Funds, Microsoft Excel
Education
University of Florida - Warrington College Of Business 2007 — 2009
Master of Business Administration, Business Administration and Management, General
Florida State University 2002 — 2005
Bachelor of Science, Mass Communication
Sickles High 1997 — 2001
Morgan Stanley March 2014 - Present
Bernstein Global Wealth Management June 2009 - March 2014
Bernstein Global Wealth Management November 2006 - May 2009
The St. Petersburg Times January 2005 - October 2006
Skills
Investments, Asset Allocation, PowerPoint, Excel, Series 7, Forecasting, Financial Services, Analysis, Financial Modeling, Financial Analysis, Asset Management, Wealth Management, Mutual Funds, Microsoft Excel
Education
University of Florida - Warrington College Of Business 2007 — 2009
Master of Business Administration, Business Administration and Management, General
Florida State University 2002 — 2005
Bachelor of Science, Mass Communication
Sickles High 1997 — 2001
Christopher R. Jennings, CFA, FRM, CAIA, CFP® Christopher R. Jennings, CFA, FRM, CAIA, CFP®'s Bernstein Global Wealth Management Experience September 2012 - Present
Job Bernstein Global Wealth Management
Industry Investment Management
Experience
Bernstein Global Wealth Management September 2012 - Present
Bernstein Global Wealth Management March 2010 - September 2012
Bernstein Global Wealth Management May 2008 - March 2010
Goldman, Sachs & Co. May 2006 - April 2008
Lehman Brothers Holdings Inc. July 2003 - May 2006
Skills
Series 7, Series 65, Series 63, Series 31, Capital Markets, Equities, Fixed Income, Alternative Investments, Investment Strategies, Investment Management, Asset Allocation, Securities, Hedge Funds, Investment Advisory, Valuation, Corporate Finance
Education
Middlebury College 1999 — 2003
Bachelor's degree, Economics / English
The Browning School 1986 — 1999
High School
Bernstein Global Wealth Management September 2012 - Present
Bernstein Global Wealth Management March 2010 - September 2012
Bernstein Global Wealth Management May 2008 - March 2010
Goldman, Sachs & Co. May 2006 - April 2008
Lehman Brothers Holdings Inc. July 2003 - May 2006
Skills
Series 7, Series 65, Series 63, Series 31, Capital Markets, Equities, Fixed Income, Alternative Investments, Investment Strategies, Investment Management, Asset Allocation, Securities, Hedge Funds, Investment Advisory, Valuation, Corporate Finance
Education
Middlebury College 1999 — 2003
Bachelor's degree, Economics / English
The Browning School 1986 — 1999
High School
Whitney Vitale Whitney Vitale's Bernstein Global Wealth Management Experience July 2007 - July 2009
Job Marketing Communications Manager at ASSA ABLOY Door Security Solutions
Industry Marketing and Advertising
Experience
ASSA ABLOY Door Security Solutions April 2013 - Present
Fro-Yo-Lious March 2013 - October 2014
Source Medical December 2010 - April 2013
The Naumann Gallery January 2007 - February 2013
PULSE GNHCC Young Professionals December 2010 - January 2012
Response, LLC June 2010 - November 2010
Career T.E.A.M. August 2009 - June 2010
Bernstein Global Wealth Management July 2007 - July 2009
WinnCompanies October 2006 - July 2007
Extant Photography 2006 - 2006
Skills
Social Media, Social Media Marketing, Content Management, Content Development, Web Content Management, Marketing Communications, Program Management, Event Management, Resume Writing, Data Analysis, Data Entry, Database Design, Customer Relations, Customer Service, Government Contracts, Financial Analysis, Budgeting, Budget Management, Budget Preparation, Facebook, LinkedIn, Twitter, Blogging, Blog Marketing, Leasing, Budgets, Management, Account Management, Trade Shows, Public Speaking, Motivational Speaking, Creative Strategy, Creative Direction, Website Development, Microsoft CRM, Salesforce.com, Digital Marketing, Direct Marketing, Product Marketing, Editing, Event Planning, Web Design, Marketing Strategy, Email Marketing, Advertising, Public Relations, Social Networking, SEO, Lead Generation, Online Advertising
Education
University of Vermont 2002 — 2006
BA, Business Administration - Marketing and Sociology
Macquarie University 2005 — 2005
International Marketing and Demographics
Hamden High School 1998 — 2002
High School Diploma, AP Course Studies and Marketing
ASSA ABLOY Door Security Solutions April 2013 - Present
Fro-Yo-Lious March 2013 - October 2014
Source Medical December 2010 - April 2013
The Naumann Gallery January 2007 - February 2013
PULSE GNHCC Young Professionals December 2010 - January 2012
Response, LLC June 2010 - November 2010
Career T.E.A.M. August 2009 - June 2010
Bernstein Global Wealth Management July 2007 - July 2009
WinnCompanies October 2006 - July 2007
Extant Photography 2006 - 2006
Skills
Social Media, Social Media Marketing, Content Management, Content Development, Web Content Management, Marketing Communications, Program Management, Event Management, Resume Writing, Data Analysis, Data Entry, Database Design, Customer Relations, Customer Service, Government Contracts, Financial Analysis, Budgeting, Budget Management, Budget Preparation, Facebook, LinkedIn, Twitter, Blogging, Blog Marketing, Leasing, Budgets, Management, Account Management, Trade Shows, Public Speaking, Motivational Speaking, Creative Strategy, Creative Direction, Website Development, Microsoft CRM, Salesforce.com, Digital Marketing, Direct Marketing, Product Marketing, Editing, Event Planning, Web Design, Marketing Strategy, Email Marketing, Advertising, Public Relations, Social Networking, SEO, Lead Generation, Online Advertising
Education
University of Vermont 2002 — 2006
BA, Business Administration - Marketing and Sociology
Macquarie University 2005 — 2005
International Marketing and Demographics
Hamden High School 1998 — 2002
High School Diploma, AP Course Studies and Marketing
Denise Soofer Denise Soofer's Bernstein Global Wealth Management Experience August 1994 - February 2012
Job Owner/CoFounder and Private Wealth Management Recruiter at Alpha Careers LLC
Industry Staffing and Recruiting
Experience
Alpha Careers LLC - A Private Wealth Management Search Firm March 2012 - Present
Sanford C. Bernstein & Co., Inc. January 2000 - February 2012
Bernstein Global Wealth Management August 1994 - February 2012
Skills
People Management and..., Project Management, Facilities Management, Recruiting, Alternative Investments, Series 7, Risk Management, Investments, Financial Services, Equities, CRM, Talent Management, Fixed Income, Wealth Management, Hedge Funds, Asset Managment, Interviews
Education
Florida State University
B.S., Finance
Alpha Careers LLC - A Private Wealth Management Search Firm March 2012 - Present
Sanford C. Bernstein & Co., Inc. January 2000 - February 2012
Bernstein Global Wealth Management August 1994 - February 2012
Skills
People Management and..., Project Management, Facilities Management, Recruiting, Alternative Investments, Series 7, Risk Management, Investments, Financial Services, Equities, CRM, Talent Management, Fixed Income, Wealth Management, Hedge Funds, Asset Managment, Interviews
Education
Florida State University
B.S., Finance
Clare Golla, CFP® Clare Golla, CFP®'s Bernstein Global Wealth Management Experience September 2010 - Present
Job Vice President, Financial Advisor at Bernstein Global Wealth Management
Industry Financial Services
Experience
Bernstein Global Wealth Management September 2010 - Present
ShoreBank October 2007 - September 2010
ShoreBank January 2004 - October 2007
Skills
Non-profits, Philanthropy, Entrepreneurship, Asset Allocation, Portfolio Management, Financial Analysis, Investments, Financial Modeling, Loans, Strategic Planning, Risk Management, Credit, Finance, Fundraising, Financial Services, Asset Managment, Private Equity, Banking, Public Speaking, Credit Analysis, Asset Management, Wealth Management, Nonprofits, Business Strategy, Due Diligence, Financial Advisory, Strategic Financial..., Fixed Income, Series 7, Investment Strategies, Securities, Investment Advisory, Mergers & Acquisitions
Education
The University of Chicago 1998 — 2001
MA, Social Services Administration
Harvard University 1991 — 1995
AB, Magna Cum Laude, English and American Literature and Language
Bernstein Global Wealth Management September 2010 - Present
ShoreBank October 2007 - September 2010
ShoreBank January 2004 - October 2007
Skills
Non-profits, Philanthropy, Entrepreneurship, Asset Allocation, Portfolio Management, Financial Analysis, Investments, Financial Modeling, Loans, Strategic Planning, Risk Management, Credit, Finance, Fundraising, Financial Services, Asset Managment, Private Equity, Banking, Public Speaking, Credit Analysis, Asset Management, Wealth Management, Nonprofits, Business Strategy, Due Diligence, Financial Advisory, Strategic Financial..., Fixed Income, Series 7, Investment Strategies, Securities, Investment Advisory, Mergers & Acquisitions
Education
The University of Chicago 1998 — 2001
MA, Social Services Administration
Harvard University 1991 — 1995
AB, Magna Cum Laude, English and American Literature and Language
Elizabeth Bronfman Elizabeth Bronfman's Bernstein Global Wealth Management Experience April 2011 - April 2013
Job Business Office Coordinator at Sunrise of Bonita
Industry Hospital & Health Care
Experience
Sunrise Senior Living February 2013 - Present
Bernstein Global Wealth Management April 2011 - April 2013
AVID Center December 2007 - January 2011
Best Buy 2006 - 2007
Geek Squad 2002 - 2007
Skills
Outlook, PowerPoint, Time Management, Microsoft Excel, Organization, Contract Negotiation, Microsoft CRM, Microsoft Office, Microsoft Word, Customer Service, Public Speaking, Social Media, Retail, Project Management, Event Planning, Marketing, Strategic Planning, Staff Development, Teaching, Data Entry, Negotiation
Education
National University 2012 — 2014
Master's degree, Secondary Education and Teaching, Post-graduate
University of Maine 2001 — 2005
BA, Psychology
Sunrise Senior Living February 2013 - Present
Bernstein Global Wealth Management April 2011 - April 2013
AVID Center December 2007 - January 2011
Best Buy 2006 - 2007
Geek Squad 2002 - 2007
Skills
Outlook, PowerPoint, Time Management, Microsoft Excel, Organization, Contract Negotiation, Microsoft CRM, Microsoft Office, Microsoft Word, Customer Service, Public Speaking, Social Media, Retail, Project Management, Event Planning, Marketing, Strategic Planning, Staff Development, Teaching, Data Entry, Negotiation
Education
National University 2012 — 2014
Master's degree, Secondary Education and Teaching, Post-graduate
University of Maine 2001 — 2005
BA, Psychology
Chris Coram's Bernstein Global Wealth Management Experience July 2008 - February 2013
Job Vice President Investments at UBS Financial Services Inc.
Industry Investment Management
Experience
UBS Financial Services Inc. March 2013 - Present
Bernstein Global Wealth Management July 2008 - February 2013
Goldman Sachs April 2007 - March 2008
HSBC January 2004 - April 2007
HSBC January 1998 - December 2003
Skills
Investments, Series 7, Portfolio Management, Asset Managment, Wealth Management, Asset Allocation, Financial Analysis, Alternative Investments, Bloomberg Terminal, Series 63, Loans, Banking, Asset Management, Credit Analysis, Financial Services, Investment Strategies, Investment Advisory, Risk Management, Hedge Funds, Underwriting, Due Diligence, Mortgage Lending, Credit, Capital Markets, Investment Banking, Finance, Mutual Funds, Securities, Fixed Income, Valuation, Strategic Financial..., Equities, Financial Modeling, Private Equity, Retirement Planning, Bloomberg, Financial Advisory, Investment Management, Bonds, Mergers & Acquisitions, Corporate Finance, Derivatives, Wealth Management..., Trading, Estate Planning, Financial Structuring
Education
Florida State University - College of Business 1993 — 1997
BA, Finance
UBS Financial Services Inc. March 2013 - Present
Bernstein Global Wealth Management July 2008 - February 2013
Goldman Sachs April 2007 - March 2008
HSBC January 2004 - April 2007
HSBC January 1998 - December 2003
Skills
Investments, Series 7, Portfolio Management, Asset Managment, Wealth Management, Asset Allocation, Financial Analysis, Alternative Investments, Bloomberg Terminal, Series 63, Loans, Banking, Asset Management, Credit Analysis, Financial Services, Investment Strategies, Investment Advisory, Risk Management, Hedge Funds, Underwriting, Due Diligence, Mortgage Lending, Credit, Capital Markets, Investment Banking, Finance, Mutual Funds, Securities, Fixed Income, Valuation, Strategic Financial..., Equities, Financial Modeling, Private Equity, Retirement Planning, Bloomberg, Financial Advisory, Investment Management, Bonds, Mergers & Acquisitions, Corporate Finance, Derivatives, Wealth Management..., Trading, Estate Planning, Financial Structuring
Education
Florida State University - College of Business 1993 — 1997
BA, Finance
Adam B. Mazzaro Adam B. Mazzaro's Bernstein Global Wealth Management Experience September 2008 - January 2013
Job Senior Vice President, Private Client Group at Personal Capital
Industry Investment Management
Experience
Personal Capital September 2014 - Present
Personal Capital January 2013 - August 2014
Bernstein Global Wealth Management September 2008 - January 2013
Envoy Capital Partners January 2008 - August 2008
Indymac Bank September 2005 - April 2008
Skills
Investments, Financial Modeling, Fixed Income, Equities, Alternative Investments, Finance, Investment Strategies, Cross-functional Team..., Change Management, Financial Services, Real Estate Finance, Series 7, Series 63, series 65, Management
Education
New York University 2014 — 2015
Certified Financial Planning (CFP) - Executive Program
University of California, Santa Barbara 2000 — 2004
Bachelor of Arts (B.A.), Environmental Studies
Laguna Hills High School 1997 — 2000
Personal Capital September 2014 - Present
Personal Capital January 2013 - August 2014
Bernstein Global Wealth Management September 2008 - January 2013
Envoy Capital Partners January 2008 - August 2008
Indymac Bank September 2005 - April 2008
Skills
Investments, Financial Modeling, Fixed Income, Equities, Alternative Investments, Finance, Investment Strategies, Cross-functional Team..., Change Management, Financial Services, Real Estate Finance, Series 7, Series 63, series 65, Management
Education
New York University 2014 — 2015
Certified Financial Planning (CFP) - Executive Program
University of California, Santa Barbara 2000 — 2004
Bachelor of Arts (B.A.), Environmental Studies
Laguna Hills High School 1997 — 2000
Elise Brown Elise Brown's Bernstein Global Wealth Management Experience October 2013 - February 2014
Job Marketing Program Manager at JPMorgan Funds
Industry Marketing and Advertising
Experience
JPMorgan Chase February 2014 - Present
Bernstein Global Wealth Management October 2013 - February 2014
Edward Jones June 2012 - August 2013
Edward Jones June 2011 - June 2012
SpedTrack August 2009 - July 2011
Edward Jones June 2010 - August 2010
Bakers Footwear December 2006 - May 2010
Hallmark Cards Incorporated May 2009 - August 2009
Learning Ozarks Public Television January 2009 - May 2009
Hallmark Cards Incorporated May 2008 - August 2008
Skills
Marketing, Social Media, Leadership, Advertising, Email Marketing, CRM, Sales
Education
Missouri State University 2007 — 2011
Bachelor of Science, Marketing
JPMorgan Chase February 2014 - Present
Bernstein Global Wealth Management October 2013 - February 2014
Edward Jones June 2012 - August 2013
Edward Jones June 2011 - June 2012
SpedTrack August 2009 - July 2011
Edward Jones June 2010 - August 2010
Bakers Footwear December 2006 - May 2010
Hallmark Cards Incorporated May 2009 - August 2009
Learning Ozarks Public Television January 2009 - May 2009
Hallmark Cards Incorporated May 2008 - August 2008
Skills
Marketing, Social Media, Leadership, Advertising, Email Marketing, CRM, Sales
Education
Missouri State University 2007 — 2011
Bachelor of Science, Marketing
Peter Mayhak's Bernstein Global Wealth Management Experience February 2005 - March 2008
Job Systems Sales and Software Engineering
Industry Computer Software
Experience
KiBiz Systems May 2015 - Present
Security Locknut January 2014 - April 2015
Mayhak Capital Group 2012 - December 2013
Citi Private Bank August 2010 - August 2012
Barclays Global Wealth December 2008 - February 2010
Neuberger Berman, a Lehman Bros. Company March 2008 - December 2008
Bernstein Global Wealth Management February 2005 - March 2008
Vis Dynamics January 1995 - January 2005
Sandoz Nutrition November 1993 - December 1994
Merrill Lynch April 1991 - October 1993
Skills
Sales Process, Public Speaking, Entrepreneurial..., Internet Entrepreneur, Sales Management, Team Leadership, Strategic Leadership, Sales Presentations, Presentation Development, Marketing Strategy, Business Strategy, New Business Development, Relationship Management, Entrepreneurship, Leadership, Investments, Management
Education
Grand Valley State University 1989 — 1991
BBA, Finance
KiBiz Systems May 2015 - Present
Security Locknut January 2014 - April 2015
Mayhak Capital Group 2012 - December 2013
Citi Private Bank August 2010 - August 2012
Barclays Global Wealth December 2008 - February 2010
Neuberger Berman, a Lehman Bros. Company March 2008 - December 2008
Bernstein Global Wealth Management February 2005 - March 2008
Vis Dynamics January 1995 - January 2005
Sandoz Nutrition November 1993 - December 1994
Merrill Lynch April 1991 - October 1993
Skills
Sales Process, Public Speaking, Entrepreneurial..., Internet Entrepreneur, Sales Management, Team Leadership, Strategic Leadership, Sales Presentations, Presentation Development, Marketing Strategy, Business Strategy, New Business Development, Relationship Management, Entrepreneurship, Leadership, Investments, Management
Education
Grand Valley State University 1989 — 1991
BBA, Finance
Ethan Wishnick Ethan Wishnick's Bernstein Global Wealth Management Experience 2006 - 2009
Job Associate General Counsel & Vice President, ConceptONE, LLC
Industry Apparel & Fashion
Experience
Toren Technical Apparel January 2013 - Present
ConceptONE, LLC June 2013 - Present
AttackMac, Inc. April 2011 - Present
Bernstein Global Wealth Management 2006 - 2009
Vail Resorts November 2005 - April 2006
Skills
Alternative Investments, Private Equity, Hedge Funds, Product Development, China Manufacturing, Asset Management, Entrepreneurship, Start-ups, Financial Analysis, Philanthropy, Nonprofits, Asset Allocation, Investment Strategies, Investment Management, Series 7, Wealth Management, CRM Databases, CRM Integration, Legal Research
Education
Tufts University 2001 — 2005
Bachelor of Arts (BA), International Relations and Affairs
New York Law School 2009 — 2012
Doctor of Law (J.D.)
Toren Technical Apparel January 2013 - Present
ConceptONE, LLC June 2013 - Present
AttackMac, Inc. April 2011 - Present
Bernstein Global Wealth Management 2006 - 2009
Vail Resorts November 2005 - April 2006
Skills
Alternative Investments, Private Equity, Hedge Funds, Product Development, China Manufacturing, Asset Management, Entrepreneurship, Start-ups, Financial Analysis, Philanthropy, Nonprofits, Asset Allocation, Investment Strategies, Investment Management, Series 7, Wealth Management, CRM Databases, CRM Integration, Legal Research
Education
Tufts University 2001 — 2005
Bachelor of Arts (BA), International Relations and Affairs
New York Law School 2009 — 2012
Doctor of Law (J.D.)
Molly St. Denis Molly St. Denis's Bernstein Global Wealth Management Experience June 2013 - April 2014
Job Clinical Research Coordinator at UCSF Langley Porter Psychiatric Institute
Industry Research
Experience
UCSF Langley Porter Psychiatric Institute; Depression and Wellness Program June 2015 - Present
UCSF Langley Porter Psychiatric Institute; Depression and Wellness Program April 2014 - June 2015
La Casa de las Madres February 2014 - April 2015
Bernstein Global Wealth Management June 2013 - April 2014
Emotional Development Laboratory January 2013 - May 2013
Valley Youth House November 2012 - May 2013
Skills
Editing, Social Media, Final Cut Pro, Microsoft Office, Outlook, Critical Thinking, Analysis, Writing, SPSS
Education
Lehigh University 2012 — 2013
Presidential Scholarship, Psychology, GPA: 4.0
Lehigh University 2008 — 2012
Bachelor of Arts, Summa Cum Laude, GPA: 3.82
Weston High School 2004 — 2008
UCSF Langley Porter Psychiatric Institute; Depression and Wellness Program June 2015 - Present
UCSF Langley Porter Psychiatric Institute; Depression and Wellness Program April 2014 - June 2015
La Casa de las Madres February 2014 - April 2015
Bernstein Global Wealth Management June 2013 - April 2014
Emotional Development Laboratory January 2013 - May 2013
Valley Youth House November 2012 - May 2013
Skills
Editing, Social Media, Final Cut Pro, Microsoft Office, Outlook, Critical Thinking, Analysis, Writing, SPSS
Education
Lehigh University 2012 — 2013
Presidential Scholarship, Psychology, GPA: 4.0
Lehigh University 2008 — 2012
Bachelor of Arts, Summa Cum Laude, GPA: 3.82
Weston High School 2004 — 2008
Todd Whaley Todd Whaley's Bernstein Global Wealth Management Experience August 1997 - August 2001
Job Corporate Manager, Total Service at Caesars Entertainment Corporation
Industry Gambling & Casinos
Experience
Caesars Entertainment Corporation January 2013 - Present
Caesars Entertainment Corporation June 2011 - January 2013
Station Casinos February 2007 - May 2011
Merrill Lynch August 2005 - January 2007
Morgan Stanley August 2003 - August 2005
Bernstein Global Wealth Management August 1997 - August 2001
Skills
Employee and Customer..., Customer Relationship..., Casino & Hospitality..., Business Reporting, Loyalty Marketing, Database Analytics, Corporate Communications, Planning & Analysis, Investment Management
Education
Jones Graduate School of Business, Rice University 2001 — 2003
MBA, Finance, Investment Management
St. Lawrence University 1993 — 1997
BA, Economics
Caesars Entertainment Corporation January 2013 - Present
Caesars Entertainment Corporation June 2011 - January 2013
Station Casinos February 2007 - May 2011
Merrill Lynch August 2005 - January 2007
Morgan Stanley August 2003 - August 2005
Bernstein Global Wealth Management August 1997 - August 2001
Skills
Employee and Customer..., Customer Relationship..., Casino & Hospitality..., Business Reporting, Loyalty Marketing, Database Analytics, Corporate Communications, Planning & Analysis, Investment Management
Education
Jones Graduate School of Business, Rice University 2001 — 2003
MBA, Finance, Investment Management
St. Lawrence University 1993 — 1997
BA, Economics
Robert Ziegler Robert Ziegler's Bernstein Global Wealth Management Experience January 2012 - Present
Job Vice President at Bernstein Wealth Management
Industry Investment Management
Experience
Bernstein Global Wealth Management January 2012 - Present
Bank of America June 1996 - December 2011
Skills
Wealth Management, Wealth
Education
University of Chicago 1995 — 1997
Master of Business Administration (MBA), Finance, General
Georgetown University 1989 — 1993
Bachelor of Science (BS), Accounting
Bernstein Global Wealth Management January 2012 - Present
Bank of America June 1996 - December 2011
Skills
Wealth Management, Wealth
Education
University of Chicago 1995 — 1997
Master of Business Administration (MBA), Finance, General
Georgetown University 1989 — 1993
Bachelor of Science (BS), Accounting
Lauren E Milner Lauren E Milner's Bernstein Global Wealth Management Experience May 2006 - June 2008
Job CoFounder & President at Windmill Communication Design + Management, Director of Communications at ACV
Industry Public Relations and Communications
Experience
Windmill Communication Design + Management January 2013 - Present
American Capital Ventures December 2009 - Present
Windmill Communications & Consulting, Inc. January 2012 - Present
The Ruth Group June 2008 - June 2009
Bernstein Global Wealth Management May 2006 - June 2008
Bernstein Global Wealth Management August 2005 - May 2006
Council on Foriegn Relations October 2004 - March 2005
Skills
Media Relations, Press Releases, Event Management, Database Administration, Public Relations, Strategy, Marketing, Investor Relations, Corporate Communications, Marketing Strategy, Management, Social Media, SEO, Writing, Editing, Advertising, Strategic Partnerships, Brand Development, Strategic Communications, Start-ups, Investments, Private Equity, Crisis Communications, Finance, Integrated Marketing, Internal Communications, Publicity, Online Marketing, Executive Management, Entrepreneurship, Digital Media
Education
Emory University 2000 — 2004
Bachelor of Arts Degree, Psychology
Windmill Communication Design + Management January 2013 - Present
American Capital Ventures December 2009 - Present
Windmill Communications & Consulting, Inc. January 2012 - Present
The Ruth Group June 2008 - June 2009
Bernstein Global Wealth Management May 2006 - June 2008
Bernstein Global Wealth Management August 2005 - May 2006
Council on Foriegn Relations October 2004 - March 2005
Skills
Media Relations, Press Releases, Event Management, Database Administration, Public Relations, Strategy, Marketing, Investor Relations, Corporate Communications, Marketing Strategy, Management, Social Media, SEO, Writing, Editing, Advertising, Strategic Partnerships, Brand Development, Strategic Communications, Start-ups, Investments, Private Equity, Crisis Communications, Finance, Integrated Marketing, Internal Communications, Publicity, Online Marketing, Executive Management, Entrepreneurship, Digital Media
Education
Emory University 2000 — 2004
Bachelor of Arts Degree, Psychology
Katherine Cochrane's Bernstein Global Wealth Management Experience October 2011 - June 2012
Job Operations Manager at GetSet Learning
Industry Internet
Experience
GetSet Learning September 2015 - Present
Spotlite July 2013 - July 2015
PerkSpot November 2012 - July 2013
PerkSpot July 2012 - November 2012
Bernstein Global Wealth Management October 2011 - June 2012
ProLiance Energy, LLC November 2010 - October 2011
ProLiance Energy, LLC August 2010 - October 2011
ProLiance Energy December 2009 - August 2010
Cardinal Ritter High School June 2009 - June 2010
ProLiance Energy July 2007 - December 2009
Skills
Strategy, Competitive Analysis, Strategic Planning, Management, Leadership, Program Management, Marketing Strategy, Analysis, Sales, Budgets, Marketing Communications, Team Building, Marketing, CRM, Project Management, Email Marketing, Negotiation, Salesforce.com, Microsoft CRM, MailChimp, Reports, SPSS, HTML, GoToMeeting, Voluntary Employee..., Employee Benefits, Benefits Management, Microsoft Excel, Time Management
Education
Indiana State University 2005 — 2007
Bachelor of Science, Operations Management and Analysis
Murray State University 2003 — 2004
GetSet Learning September 2015 - Present
Spotlite July 2013 - July 2015
PerkSpot November 2012 - July 2013
PerkSpot July 2012 - November 2012
Bernstein Global Wealth Management October 2011 - June 2012
ProLiance Energy, LLC November 2010 - October 2011
ProLiance Energy, LLC August 2010 - October 2011
ProLiance Energy December 2009 - August 2010
Cardinal Ritter High School June 2009 - June 2010
ProLiance Energy July 2007 - December 2009
Skills
Strategy, Competitive Analysis, Strategic Planning, Management, Leadership, Program Management, Marketing Strategy, Analysis, Sales, Budgets, Marketing Communications, Team Building, Marketing, CRM, Project Management, Email Marketing, Negotiation, Salesforce.com, Microsoft CRM, MailChimp, Reports, SPSS, HTML, GoToMeeting, Voluntary Employee..., Employee Benefits, Benefits Management, Microsoft Excel, Time Management
Education
Indiana State University 2005 — 2007
Bachelor of Science, Operations Management and Analysis
Murray State University 2003 — 2004
Casey P. Sullivan Casey P. Sullivan's Bernstein Global Wealth Management Experience October 2004 - Present
Job Vice President
Industry Financial Services
Experience
Bernstein Global Wealth Management October 2004 - Present
Ocean Partners Hedge Fund January 2004 - November 2005
Skills
Asset Allocation, Portfolio Optimization, Trusts, Wealth Transfer Planning, Tax, Capital Markets, Wealth Management, Alternative Investments, Asset Management, Investment Strategies, Mutual Funds, Retirement Planning, Investment Advisory, Wealth, Investment Management, Series 63, Series 7
Education
Fairfield University 1999 — 2003
RFH
Bernstein Global Wealth Management October 2004 - Present
Ocean Partners Hedge Fund January 2004 - November 2005
Skills
Asset Allocation, Portfolio Optimization, Trusts, Wealth Transfer Planning, Tax, Capital Markets, Wealth Management, Alternative Investments, Asset Management, Investment Strategies, Mutual Funds, Retirement Planning, Investment Advisory, Wealth, Investment Management, Series 63, Series 7
Education
Fairfield University 1999 — 2003
RFH
Evan Dreifuss Evan Dreifuss's Bernstein Global Wealth Management Experience February 2013 - June 2013
Job I'm probably looking at your profile because I want to introduce you to Sales Navigator
Industry Computer Software
Experience
LinkedIn January 2015 - Present
salesforce.com August 2014 - December 2014
salesforce.com October 2013 - August 2014
Bernstein Global Wealth Management February 2013 - June 2013
Northern Trust January 2012 - January 2013
Equitec Group May 2010 - December 2011
Skills
Sales, Salesforce.com, Derivatives, Equities, SaaS, Networking, Cloud Computing, Financial Analysis, Business Analysis, Risk Management, Microsoft, Fixed Income
Education
Loyola University Chicago
Bachelor's Degree, Economics
Tufts University
Economics
LinkedIn January 2015 - Present
salesforce.com August 2014 - December 2014
salesforce.com October 2013 - August 2014
Bernstein Global Wealth Management February 2013 - June 2013
Northern Trust January 2012 - January 2013
Equitec Group May 2010 - December 2011
Skills
Sales, Salesforce.com, Derivatives, Equities, SaaS, Networking, Cloud Computing, Financial Analysis, Business Analysis, Risk Management, Microsoft, Fixed Income
Education
Loyola University Chicago
Bachelor's Degree, Economics
Tufts University
Economics
Christin Bay's Bernstein Global Wealth Management Experience March 2008 - December 2008
Job Business Development Specialist at Aurora Investment Management
Industry Financial Services
Experience
Aurora Investment Management July 2014 - Present
Aurora Investment Management March 2009 - June 2014
Bernstein Global Wealth Management March 2008 - December 2008
Ameriprise Financial October 2006 - December 2007
Skills
Alternative Investments, Asset Managment, Investments, Asset Allocation, Wealth Management, Mutual Funds, Retirement Planning, Financial Modeling, Series 7, Strategic Financial..., Equities, Fixed Income, Investment Management, Financial Analysis, Risk Management, Financial Reporting, Portfolio Management, Finance, Derivatives, Financial Services, Financial Risk, Hedge Funds
Education
Michigan State University 2002 — 2006
BA, Finance
Aurora Investment Management July 2014 - Present
Aurora Investment Management March 2009 - June 2014
Bernstein Global Wealth Management March 2008 - December 2008
Ameriprise Financial October 2006 - December 2007
Skills
Alternative Investments, Asset Managment, Investments, Asset Allocation, Wealth Management, Mutual Funds, Retirement Planning, Financial Modeling, Series 7, Strategic Financial..., Equities, Fixed Income, Investment Management, Financial Analysis, Risk Management, Financial Reporting, Portfolio Management, Finance, Derivatives, Financial Services, Financial Risk, Hedge Funds
Education
Michigan State University 2002 — 2006
BA, Finance
Brendan Melanophy's Bernstein Global Wealth Management Experience October 2013 - Present
Job Private Client Associate at Bernstein Global Wealth Management
Industry Financial Services
Experience
Bernstein Global Wealth Management October 2013 - Present
MetLife Securities July 2013 - September 2013
New York Jets May 2013 - May 2013
Fordham University Football Team June 2009 - May 2013
Pavarini Construction June 2010 - July 2012
Raiffeisen Bank International May 2011 - July 2011
UBS Financial Services January 2011 - March 2011
Fordham University September 2010 - January 2011
Education
Fordham University 2009 — 2013
Bachelor of Science (BS), Major: Finance and Minor: Economics, Magna Cum Laude
Danbury High School 2005 — 2009
Bernstein Global Wealth Management October 2013 - Present
MetLife Securities July 2013 - September 2013
New York Jets May 2013 - May 2013
Fordham University Football Team June 2009 - May 2013
Pavarini Construction June 2010 - July 2012
Raiffeisen Bank International May 2011 - July 2011
UBS Financial Services January 2011 - March 2011
Fordham University September 2010 - January 2011
Education
Fordham University 2009 — 2013
Bachelor of Science (BS), Major: Finance and Minor: Economics, Magna Cum Laude
Danbury High School 2005 — 2009
Christopher Chris Chamness Christopher Chris Chamness's Bernstein Global Wealth Management Experience October 2007 - June 2010
Job Associate at Hudson Cook, LLP
Industry Law Practice
Experience
Hudson Cook, LLP August 2013 - Present
Hudson Cook, LLP April 2012 - August 2012
White & Case June 2011 - August 2011
Bernstein Global Wealth Management October 2007 - June 2010
Citi, Citigroup Global Markets Deutschland June 2005 - August 2005
Skills
Legal Research, Series 7, Mergers & Acquisitions, Due Diligence, Alternative Investments, Financial Modeling, Civil Litigation, Corporate Law
Education
Indiana University School of Law—Bloomington 2011 — 2013
Whitman College 2003 — 2007
BA, Honors in Politics
Hudson Cook, LLP August 2013 - Present
Hudson Cook, LLP April 2012 - August 2012
White & Case June 2011 - August 2011
Bernstein Global Wealth Management October 2007 - June 2010
Citi, Citigroup Global Markets Deutschland June 2005 - August 2005
Skills
Legal Research, Series 7, Mergers & Acquisitions, Due Diligence, Alternative Investments, Financial Modeling, Civil Litigation, Corporate Law
Education
Indiana University School of Law—Bloomington 2011 — 2013
Whitman College 2003 — 2007
BA, Honors in Politics
Luke Schulz's Bernstein Global Wealth Management Experience July 2014 - September 2015
Job Private Client Associate with AllianceBernstein
Industry Financial Services
Experience
Polaris Industries September 2015 - Present
Bernstein Global Wealth Management July 2014 - September 2015
Wells Fargo April 2012 - July 2014
Schulz Farm June 2007 - June 2014
United States Bobsled and Skeleton Federation February 2007 - March 2012
Skills
Public Speaking, Customer Service, PowerPoint, Team Building, Team Leadership, Teamwork, Strategic Planning, Research, Data Analysis, Microsoft Office, Social Media, Coaching, Training, Sales, Mortgage Banking, Leadership, Mortgage Lending
Education
University of Minnesota - Carlson School of Management 2015 — 2017
Master of Business Administration (M.B.A.)
Minnesota State University, Moorhead 2003 — 2007
Bachelor of Arts, Economics
United States Naval Academy 2002 — 2003
Polaris Industries September 2015 - Present
Bernstein Global Wealth Management July 2014 - September 2015
Wells Fargo April 2012 - July 2014
Schulz Farm June 2007 - June 2014
United States Bobsled and Skeleton Federation February 2007 - March 2012
Skills
Public Speaking, Customer Service, PowerPoint, Team Building, Team Leadership, Teamwork, Strategic Planning, Research, Data Analysis, Microsoft Office, Social Media, Coaching, Training, Sales, Mortgage Banking, Leadership, Mortgage Lending
Education
University of Minnesota - Carlson School of Management 2015 — 2017
Master of Business Administration (M.B.A.)
Minnesota State University, Moorhead 2003 — 2007
Bachelor of Arts, Economics
United States Naval Academy 2002 — 2003
Danielle Broude Yokell Danielle Broude Yokell's Bernstein Global Wealth Management Experience June 2009 - Present
Job
Industry Investment Management
Experience
Bernstein Global Wealth Management June 2009 - Present
Glocap Search September 2004 - May 2007
Education
Harvard Business School 2007 — 2009
MBA
Northwestern University 2000 — 2004
Journalism, Spanish Literature
Bernstein Global Wealth Management June 2009 - Present
Glocap Search September 2004 - May 2007
Education
Harvard Business School 2007 — 2009
MBA
Northwestern University 2000 — 2004
Journalism, Spanish Literature
Mark Yadgaroff Mark Yadgaroff's Bernstein Global Wealth Management Experience January 2003 - Present
Job Senior Managing Director at Bernstein Global Wealth Management
Industry Financial Services
Experience
Bernstein Global Wealth Management January 2003 - Present
Bernstein Global Wealth Management January 1998 - January 1999
Bernstein Global Wealth Management March 1992 - January 1998
Skills
Retirement Planning, Philanthropy, Wealth Management..., Investment Strategies, Hedge Funds, Alternative Investments, Equities, Wealth, Series 63, Wealth Management, Trusts, Capital Markets, Portfolio Management, Asset Allocation, Finance, FINRA, Investment Advisory, Fixed Income, Investment Management, Investments, Asset Management, Securities, Emerging Markets, High Net Worth..., Pensions
Education
NYU Stern School of Business 1991 — 1994
MBA, Finance
Emory University 1983 — 1987
BA, Economics
Lower Merion High School
Bernstein Global Wealth Management January 2003 - Present
Bernstein Global Wealth Management January 1998 - January 1999
Bernstein Global Wealth Management March 1992 - January 1998
Skills
Retirement Planning, Philanthropy, Wealth Management..., Investment Strategies, Hedge Funds, Alternative Investments, Equities, Wealth, Series 63, Wealth Management, Trusts, Capital Markets, Portfolio Management, Asset Allocation, Finance, FINRA, Investment Advisory, Fixed Income, Investment Management, Investments, Asset Management, Securities, Emerging Markets, High Net Worth..., Pensions
Education
NYU Stern School of Business 1991 — 1994
MBA, Finance
Emory University 1983 — 1987
BA, Economics
Lower Merion High School
Stephen Trainer's Bernstein Global Wealth Management Experience November 2007 - November 2008
Job Associate at Arcstone Partners
Industry Financial Services
Experience
Arcstone Partners September 2015 - Present
Arcstone Partners June 2013 - September 2015
Newmont Mining Corporation June 2012 - June 2013
University of Denver April 2011 - November 2012
Sullivan Steel Services January 2012 - February 2012
Wall Street On Demand May 2009 - March 2011
Bernstein Global Wealth Management November 2007 - November 2008
Bernstein Global Wealth Management October 2006 - November 2007
Bernstein Global Wealth Management September 2004 - October 2006
Skills
Investments, Cross-functional Team..., Financial Modeling, Financial Analysis, Leadership, Program Management, Process Improvement, Business Analysis, SharePoint, Microsoft Excel, Forecasting, Management, Budgets, Finance, Project Planning, Analysis, Portfolio Management
Education
CFA Program
University of Denver - Daniels College of Business 2011 — 2012
MBA, Finance, 3.87
Lehigh University
Bachelor of Science (BS), Industrial Engineering
The Leuven Institute
Arcstone Partners September 2015 - Present
Arcstone Partners June 2013 - September 2015
Newmont Mining Corporation June 2012 - June 2013
University of Denver April 2011 - November 2012
Sullivan Steel Services January 2012 - February 2012
Wall Street On Demand May 2009 - March 2011
Bernstein Global Wealth Management November 2007 - November 2008
Bernstein Global Wealth Management October 2006 - November 2007
Bernstein Global Wealth Management September 2004 - October 2006
Skills
Investments, Cross-functional Team..., Financial Modeling, Financial Analysis, Leadership, Program Management, Process Improvement, Business Analysis, SharePoint, Microsoft Excel, Forecasting, Management, Budgets, Finance, Project Planning, Analysis, Portfolio Management
Education
CFA Program
University of Denver - Daniels College of Business 2011 — 2012
MBA, Finance, 3.87
Lehigh University
Bachelor of Science (BS), Industrial Engineering
The Leuven Institute
Valerie Rivera's Bernstein Global Wealth Management Experience December 2012 - July 2014
Job Internal Sales Consultant at Deutsche Bank Asset & Wealth Management
Industry Financial Services
Experience
Deutsche Bank - Asset & Wealth Management July 2014 - Present
La Casa Norte May 2011 - Present
Bernstein Global Wealth Management December 2012 - July 2014
ShoreBank/Urban Partnership Bank January 2008 - November 2012
Project Exploration December 2006 - January 2008
Chicago Public Schools May 2003 - December 2006
Skills
Non-profits, Sales Presentations, Sales, Sales Management, Salesforce.com, Corporate Social..., Business Relationship..., Sales Process, Treasury Services, Community Development, Series 7, Series 63, Nonprofits, Business Development, Finance, Strategic Partnerships, Public Speaking, Relationship Management, Strategy, CRM, Consulting
Education
Northeastern Illinois University
Bachelor of Arts (B.A.), Economics
Whitney Young Magnet High School
Deutsche Bank - Asset & Wealth Management July 2014 - Present
La Casa Norte May 2011 - Present
Bernstein Global Wealth Management December 2012 - July 2014
ShoreBank/Urban Partnership Bank January 2008 - November 2012
Project Exploration December 2006 - January 2008
Chicago Public Schools May 2003 - December 2006
Skills
Non-profits, Sales Presentations, Sales, Sales Management, Salesforce.com, Corporate Social..., Business Relationship..., Sales Process, Treasury Services, Community Development, Series 7, Series 63, Nonprofits, Business Development, Finance, Strategic Partnerships, Public Speaking, Relationship Management, Strategy, CRM, Consulting
Education
Northeastern Illinois University
Bachelor of Arts (B.A.), Economics
Whitney Young Magnet High School
Dayna Collins Nicholson, JD/MPH Dayna Collins Nicholson, JD/MPH's Bernstein Global Wealth Management Experience June 1993 - October 1995
Job Health Law Attorney at Pepper Hamilton LLP
Industry Law Practice
Experience
Pepper Hamilton LLP June 2013 - Present
LACBA Health Law Section Executive Committee June 2007 - Present
California Society for Healthcare Attorneys November 2014 - Present
Women in Health Administration of Southern California January 2007 - December 2014
Fulbright & Jaworski LLP (Norton Rose Fulbright) October 2003 - June 2013
Integrated Physician Services July 1997 - July 1999
Pepperdine University October 1995 - July 1997
Bernstein Global Wealth Management June 1993 - October 1995
Skills
Healthcare, Litigation, Managed Care, Healthcare Information..., Healthcare Management, Hospitals, Medicare, Health Law, Appeals, Licensing, Health Policy, Healthcare Industry, Corporate Law, Public Health, Healthcare Consulting, HIPAA, Medicaid, Privacy Law, Physicians, Credentialing, Quality Improvement, Practice Management, Legal Compliance, Physician Relations, Health Insurance, EHR, EMR, Performance Improvement, Medical Compliance
Education
Georgetown University Law Center 1999 — 2003
JD
The Johns Hopkins University 2000 — 2001
MPH, Public Health
Pepperdine University 1989 — 1993
B.S., Business Administration
Pepper Hamilton LLP June 2013 - Present
LACBA Health Law Section Executive Committee June 2007 - Present
California Society for Healthcare Attorneys November 2014 - Present
Women in Health Administration of Southern California January 2007 - December 2014
Fulbright & Jaworski LLP (Norton Rose Fulbright) October 2003 - June 2013
Integrated Physician Services July 1997 - July 1999
Pepperdine University October 1995 - July 1997
Bernstein Global Wealth Management June 1993 - October 1995
Skills
Healthcare, Litigation, Managed Care, Healthcare Information..., Healthcare Management, Hospitals, Medicare, Health Law, Appeals, Licensing, Health Policy, Healthcare Industry, Corporate Law, Public Health, Healthcare Consulting, HIPAA, Medicaid, Privacy Law, Physicians, Credentialing, Quality Improvement, Practice Management, Legal Compliance, Physician Relations, Health Insurance, EHR, EMR, Performance Improvement, Medical Compliance
Education
Georgetown University Law Center 1999 — 2003
JD
The Johns Hopkins University 2000 — 2001
MPH, Public Health
Pepperdine University 1989 — 1993
B.S., Business Administration
Elizabeth C. Guillory's Bernstein Global Wealth Management Experience January 2010 - December 2010
Job Vice President, HNI Strategic Accounts / HNIONE
Industry Furniture
Experience
HNI Corporation May 2014 - Present
Allsteel, Inc. / An HNI Company April 2012 - May 2014
Knoll December 2010 - April 2012
Bernstein Global Wealth Management January 2010 - December 2010
Herman Miller 1995 - 2009
Herman Miller, Inc. 1998 - 2000
Herman Miller 1997 - 1998
Herman Miller 1995 - 1997
The Interiors Group, Inc. 1991 - 1995
Corporate Systems and Design, Inc. 1989 - 1991
Skills
Furniture, Contract Negotiation, B2B, Budgets, Business Development, Sales Process, Sales Presentations, Key Account Management, Leadership, Project Planning, Start-ups, Interior Architecture, Selling, New Business Development, Strategy, Coaching, Operations Management, Management, Product Management, Program Management, Design Research, FF&E, Project Management, Business Strategy, Training, Strategic Partnerships, Pricing, Cross-functional Team..., Salesforce.com, Solution Selling, Manufacturing, Business Planning, P&L Management, Forecasting, Custom Furniture, Team Leadership, CRM, Direct Sales, Account Management, Strategic Planning, Analysis, Cold Calling, Competitive Analysis, Human Resources, International Sales, Market Planning, Lead Generation, Product Launch, Selling Skills, Trade Shows
Education
Louisiana State University 1983 — 1987
Bachelor, Interior Design / School of Architecture
HNI Corporation May 2014 - Present
Allsteel, Inc. / An HNI Company April 2012 - May 2014
Knoll December 2010 - April 2012
Bernstein Global Wealth Management January 2010 - December 2010
Herman Miller 1995 - 2009
Herman Miller, Inc. 1998 - 2000
Herman Miller 1997 - 1998
Herman Miller 1995 - 1997
The Interiors Group, Inc. 1991 - 1995
Corporate Systems and Design, Inc. 1989 - 1991
Skills
Furniture, Contract Negotiation, B2B, Budgets, Business Development, Sales Process, Sales Presentations, Key Account Management, Leadership, Project Planning, Start-ups, Interior Architecture, Selling, New Business Development, Strategy, Coaching, Operations Management, Management, Product Management, Program Management, Design Research, FF&E, Project Management, Business Strategy, Training, Strategic Partnerships, Pricing, Cross-functional Team..., Salesforce.com, Solution Selling, Manufacturing, Business Planning, P&L Management, Forecasting, Custom Furniture, Team Leadership, CRM, Direct Sales, Account Management, Strategic Planning, Analysis, Cold Calling, Competitive Analysis, Human Resources, International Sales, Market Planning, Lead Generation, Product Launch, Selling Skills, Trade Shows
Education
Louisiana State University 1983 — 1987
Bachelor, Interior Design / School of Architecture
Nina A. Dale Nina A. Dale's Bernstein Global Wealth Management Experience March 2008 - May 2010
Job Salesforce Administrator Independent Contractor
Industry Nonprofit Organization Management
Experience
Minds Matter of Cleveland April 2013 - Present
Charles Schwab May 2010 - March 2013
Bernstein Global Wealth Management March 2008 - May 2010
Protiviti August 2007 - March 2008
The Federal Reserve Bank of Cleveland May 2006 - August 2006
Skills
Financial Reporting, Financial Planning, Investments, Risk Management, Due Diligence, Strategic Financial..., Financial Analysis, Finance, Analysis, Equities
Education
Miami University
B.S., Finance, Decision Sciences
Notre Dame Cathedral Latin High School
Minds Matter of Cleveland April 2013 - Present
Charles Schwab May 2010 - March 2013
Bernstein Global Wealth Management March 2008 - May 2010
Protiviti August 2007 - March 2008
The Federal Reserve Bank of Cleveland May 2006 - August 2006
Skills
Financial Reporting, Financial Planning, Investments, Risk Management, Due Diligence, Strategic Financial..., Financial Analysis, Finance, Analysis, Equities
Education
Miami University
B.S., Finance, Decision Sciences
Notre Dame Cathedral Latin High School
Christian Tresse's Bernstein Global Wealth Management Experience December 2001 - Present
Job Principal, Bernstein
Industry Investment Management
Experience
Bernstein Global Wealth Management December 2001 - Present
Vividence 2000 - 2002
Baseline Financial Services 1992 - 2001
Education
Fairfield University 1984 — 1988
BS, Computer Science
Bernstein Global Wealth Management December 2001 - Present
Vividence 2000 - 2002
Baseline Financial Services 1992 - 2001
Education
Fairfield University 1984 — 1988
BS, Computer Science
Robb Hawkins's Bernstein Global Wealth Management Experience February 2004 - August 2004
Job Political & Economic Officer at U.S. Embassy Phnom Penh
Industry International Affairs
Experience
U.S. Department of State July 2013 - Present
U.S. Department of State January 2008 - Present
U.S. Department of State May 2012 - September 2012
U.S. Department of State March 2011 - April 2012
U.S. Department of State January 2010 - November 2010
U.S. Department of State November 2008 - February 2010
The Carmel Group May 2005 - December 2007
Alliance Management Systems LLC October 2006 - January 2007
Bernstein Global Wealth Management February 2004 - August 2004
Market Street Partners October 2001 - January 2004
Skills
Economic Research, Political Economy, Data Analysis, Operations Management, Report Writing, Bahasa Indonesia, Spanish, Italian, Emerging Markets, South Asia, South East Asia, Diplomacy, International Relations, U.S. foreign policy, Investor Relations, Project Management, Program Management, Cross-functional Team..., CRM, Foreign Policy, Government, Research, International..., Politics, Economics, Public Policy, Foreign Affairs, Policy Analysis, Market Research, Political Risk Analysis, Public Diplomacy, Intercultural..., Analysis, International Economics, International..., Latin America, Human Rights, Political Science, Economic Development, International Trade
Education
Foreign Service Institute 2012 — 2013
Foreign Service Institute 2011 — 2011
Foreign Service Institute 2008 — 2008
Middlebury Institute of International Studies at Monterey 2005 — 2007
MBA
Monterey Institute of International Studies 2004 — 2006
MA
Franklin University Switzerland 1999 — 2001
Bachelor's Degree
U.S. Department of State July 2013 - Present
U.S. Department of State January 2008 - Present
U.S. Department of State May 2012 - September 2012
U.S. Department of State March 2011 - April 2012
U.S. Department of State January 2010 - November 2010
U.S. Department of State November 2008 - February 2010
The Carmel Group May 2005 - December 2007
Alliance Management Systems LLC October 2006 - January 2007
Bernstein Global Wealth Management February 2004 - August 2004
Market Street Partners October 2001 - January 2004
Skills
Economic Research, Political Economy, Data Analysis, Operations Management, Report Writing, Bahasa Indonesia, Spanish, Italian, Emerging Markets, South Asia, South East Asia, Diplomacy, International Relations, U.S. foreign policy, Investor Relations, Project Management, Program Management, Cross-functional Team..., CRM, Foreign Policy, Government, Research, International..., Politics, Economics, Public Policy, Foreign Affairs, Policy Analysis, Market Research, Political Risk Analysis, Public Diplomacy, Intercultural..., Analysis, International Economics, International..., Latin America, Human Rights, Political Science, Economic Development, International Trade
Education
Foreign Service Institute 2012 — 2013
Foreign Service Institute 2011 — 2011
Foreign Service Institute 2008 — 2008
Middlebury Institute of International Studies at Monterey 2005 — 2007
MBA
Monterey Institute of International Studies 2004 — 2006
MA
Franklin University Switzerland 1999 — 2001
Bachelor's Degree
Austin Clements's Bernstein Global Wealth Management Experience June 2007 - October 2009
Job Associate @ TenOneTen Ventures
Industry Entertainment
Experience
TenOneTen Ventures April 2015 - Present
Sony Pictures Entertainment May 2014 - October 2014
Mahala November 2013 - April 2014
Digital Entertainment Ventures December 2012 - June 2013
Creative Artists Agency June 2012 - September 2012
NYU Innovation Venture Fund January 2012 - May 2012
New York Angels January 2012 - May 2012
Pi Digital Media Group June 2009 - August 2011
Bernstein Global Wealth Management June 2007 - October 2009
Skills
Venture Capital, Entrepreneurship, Start-ups, Business Development, Digital Media, Media & Entertainment
Education
New York University - Leonard N. Stern School of Business 2011 — 2013
MBA
Morehouse College 2001 — 2005
BA
TenOneTen Ventures April 2015 - Present
Sony Pictures Entertainment May 2014 - October 2014
Mahala November 2013 - April 2014
Digital Entertainment Ventures December 2012 - June 2013
Creative Artists Agency June 2012 - September 2012
NYU Innovation Venture Fund January 2012 - May 2012
New York Angels January 2012 - May 2012
Pi Digital Media Group June 2009 - August 2011
Bernstein Global Wealth Management June 2007 - October 2009
Skills
Venture Capital, Entrepreneurship, Start-ups, Business Development, Digital Media, Media & Entertainment
Education
New York University - Leonard N. Stern School of Business 2011 — 2013
MBA
Morehouse College 2001 — 2005
BA
Sam Englebardt's Bernstein Global Wealth Management Experience 2007 - 2008
Job Partner at Lambert Media Group
Industry Entertainment
Experience
Lambert Media Group March 2008 - Present
Demarest Films May 2012 - June 2015
Bernstein Global Wealth Management 2007 - 2008
Artfire Films May 2006 - April 2007
Arrival Cinema September 2003 - May 2006
Skills
Start-ups, Mergers & Acquisitions, Entertainment, Business Development, Investments, Television, Film, Mergers, Venture Capital, Alternative Investments, Private Equity, Entrepreneurship, Portfolio Management, Digital Media, Feature Films, Marketing, Producing, Finance
Education
Harvard Law School 2000 — 2004
Doctor of Law (JD)
University of Colorado Boulder 1995 — 1999
BA, Philosophy and Political Science
University of Oxford 1997 — 1998
Politics, Philosophy, and Economics
Lambert Media Group March 2008 - Present
Demarest Films May 2012 - June 2015
Bernstein Global Wealth Management 2007 - 2008
Artfire Films May 2006 - April 2007
Arrival Cinema September 2003 - May 2006
Skills
Start-ups, Mergers & Acquisitions, Entertainment, Business Development, Investments, Television, Film, Mergers, Venture Capital, Alternative Investments, Private Equity, Entrepreneurship, Portfolio Management, Digital Media, Feature Films, Marketing, Producing, Finance
Education
Harvard Law School 2000 — 2004
Doctor of Law (JD)
University of Colorado Boulder 1995 — 1999
BA, Philosophy and Political Science
University of Oxford 1997 — 1998
Politics, Philosophy, and Economics
Brian Raisl's Bernstein Global Wealth Management Experience October 2010 - November 2012
Job
Industry Financial Services
Experience
FM Global November 2012 - November 2014
Bernstein Global Wealth Management October 2010 - November 2012
PricewaterhouseCoopers 2005 - 2010
U.S. Securities and Exchange Commission 2003 - 2005
Skills
Investment Management, Alternative Investments, Private Equity, Securities, Capital Markets, Financial Analysis, Valuation, Financial Services, Investments, Equities, Bloomberg, Due Diligence, Risk Management, Financial Modeling, Series 7, Series 63, Corporate Finance, Fixed Income, Portfolio Management, Derivatives, Comparable Analysis, Financial & Operational..., Finance, Asset Allocation, Financial Risk, Financial Reporting, Accounting, Analysis, Mutual Funds, Auditing
Education
Penn State University 2001 — 2005
Bachelor's Degree, Accounting
FM Global November 2012 - November 2014
Bernstein Global Wealth Management October 2010 - November 2012
PricewaterhouseCoopers 2005 - 2010
U.S. Securities and Exchange Commission 2003 - 2005
Skills
Investment Management, Alternative Investments, Private Equity, Securities, Capital Markets, Financial Analysis, Valuation, Financial Services, Investments, Equities, Bloomberg, Due Diligence, Risk Management, Financial Modeling, Series 7, Series 63, Corporate Finance, Fixed Income, Portfolio Management, Derivatives, Comparable Analysis, Financial & Operational..., Finance, Asset Allocation, Financial Risk, Financial Reporting, Accounting, Analysis, Mutual Funds, Auditing
Education
Penn State University 2001 — 2005
Bachelor's Degree, Accounting
Michael J. Ferraro's Bernstein Global Wealth Management Experience April 2007 - June 2008
Job Vice President Advisor, SubAdvisory Relationships at AllianceBernstein
Industry Financial Services
Experience
AllianceBernstein April 2010 - Present
AllianceBernstein July 2008 - March 2010
Bernstein Global Wealth Management April 2007 - June 2008
JPMorgan Chase August 2006 - March 2007
sanofi-aventis February 2005 - July 2006
USN May 2000 - January 2005
Education
Penn State University 1996 — 2000
AllianceBernstein April 2010 - Present
AllianceBernstein July 2008 - March 2010
Bernstein Global Wealth Management April 2007 - June 2008
JPMorgan Chase August 2006 - March 2007
sanofi-aventis February 2005 - July 2006
USN May 2000 - January 2005
Education
Penn State University 1996 — 2000
Erin Lales's Bernstein Global Wealth Management Experience August 2010 - January 2013
Job Associate at Bernstein Global Wealth Management
Industry Financial Services
Experience
Bernstein Global Wealth Management August 2010 - January 2013
Fidelity Investments 2008 - 2010
JPMorgan Private Bank July 2005 - July 2008
Education
Northwestern University 2001 — 2005
Bernstein Global Wealth Management August 2010 - January 2013
Fidelity Investments 2008 - 2010
JPMorgan Private Bank July 2005 - July 2008
Education
Northwestern University 2001 — 2005
John Robb's Bernstein Global Wealth Management Experience 2005 - Present
Job Managing Director at Bernstein Global Wealth Management
Industry Investment Management
Experience
Bernstein Global Wealth Management 2005 - Present
Bernstein Global Wealth Management 2001 - 2004
Skills
Asset Allocation, Private Equity, Series 7, Wealth Management, Alternative Investments, Investment Advisory, Asset Managment, Wealth, Hedge Funds, Financial Modeling, Management, Investments, Start-ups, Strategy, Risk Management, Venture Capital, Finance, Investment Strategies, Mergers & Acquisitions, Financial Analysis, Due Diligence, Investment Management, Asset Management, Securities, Fixed Income, Equities, Valuation, Series 63, Portfolio Management, Investment Banking, Capital Markets, Corporate Development
Education
Our Lady of the Lake University 1995 — 1997
MBA
United States Military Academy at West Point 1987 — 1991
Bernstein Global Wealth Management 2005 - Present
Bernstein Global Wealth Management 2001 - 2004
Skills
Asset Allocation, Private Equity, Series 7, Wealth Management, Alternative Investments, Investment Advisory, Asset Managment, Wealth, Hedge Funds, Financial Modeling, Management, Investments, Start-ups, Strategy, Risk Management, Venture Capital, Finance, Investment Strategies, Mergers & Acquisitions, Financial Analysis, Due Diligence, Investment Management, Asset Management, Securities, Fixed Income, Equities, Valuation, Series 63, Portfolio Management, Investment Banking, Capital Markets, Corporate Development
Education
Our Lady of the Lake University 1995 — 1997
MBA
United States Military Academy at West Point 1987 — 1991
April Renee Loutrel's Bernstein Global Wealth Management Experience March 2004 - November 2005
Job Lead Production Associate / Executive Assistant at Disney Lucasfilm Division
Industry Motion Pictures and Film
Experience
Lucasfilm December 2012 - Present
Lucasfilm / Feature Film Development December 2012 - Present
Studio Ghibli September 2013 - February 2014
Lucasfilm February 2011 - December 2012
Celluloid Dreams February 2009 - February 2011
M. Night Shyamalan - Blinding Edge Pictures November 2005 - February 2008
Bernstein Global Wealth Management March 2004 - November 2005
Skills
Film, Event Planning, Video Production, Microsoft Office, Television, Digital Media, Entertainment, Marketing, Event Management, Public Relations, Social Media, Film Production, Blogging, Video, Non-profits, Social Media Marketing, New Media, PowerPoint, Marketing Communications, Editing, Nonprofits, Publishing, Independent Film, Publicity, Press Releases, Social Networking, Broadcast, Final Cut Pro, Photography, Video Editing, Creative Writing, Facebook
Education
University of New South Wales 2000 — 2000
International Tourism & Hospitality & Environmental Tourism
Penn State University
BS, Hospitality & Tourism/Eco-Tourism
Lucasfilm December 2012 - Present
Lucasfilm / Feature Film Development December 2012 - Present
Studio Ghibli September 2013 - February 2014
Lucasfilm February 2011 - December 2012
Celluloid Dreams February 2009 - February 2011
M. Night Shyamalan - Blinding Edge Pictures November 2005 - February 2008
Bernstein Global Wealth Management March 2004 - November 2005
Skills
Film, Event Planning, Video Production, Microsoft Office, Television, Digital Media, Entertainment, Marketing, Event Management, Public Relations, Social Media, Film Production, Blogging, Video, Non-profits, Social Media Marketing, New Media, PowerPoint, Marketing Communications, Editing, Nonprofits, Publishing, Independent Film, Publicity, Press Releases, Social Networking, Broadcast, Final Cut Pro, Photography, Video Editing, Creative Writing, Facebook
Education
University of New South Wales 2000 — 2000
International Tourism & Hospitality & Environmental Tourism
Penn State University
BS, Hospitality & Tourism/Eco-Tourism
Katie Barr, CFP®'s Bernstein Global Wealth Management Experience April 2008 - Present
Job Client Advisor, Bernstein Global Wealth Management / High Net Worth / Foundations / Business Owners
Industry Financial Services
Deacon Turner's Bernstein Global Wealth Management Experience January 1998 - January 2009
Job National Managing Director at Bernstein Global Wealth Managment
Industry Investment Management
Experience
Bernstein Global Wealth Managment August 2010 - Present
Unitherm Food Systems January 2009 - January 2011
Bernstein Global Wealth Management January 1998 - January 2009
Education
University of Oxford 1991 — 1993
M.St., Prehistoric Archaeology
Harvard University 1987 — 1991
AB, History/ General Studies
Bernstein Global Wealth Managment August 2010 - Present
Unitherm Food Systems January 2009 - January 2011
Bernstein Global Wealth Management January 1998 - January 2009
Education
University of Oxford 1991 — 1993
M.St., Prehistoric Archaeology
Harvard University 1987 — 1991
AB, History/ General Studies
Greg Singer's Bernstein Global Wealth Management Experience September 2005 - October 2012
Job Senior Vice President at Capital Group
Industry Investment Management
Experience
Capital Group Private Client Services November 2012 - Present
Bernstein Global Wealth Management September 2005 - October 2012
PepsiCo February 1994 - September 2005
Education
Northwestern University - Kellogg School of Management 1996 — 1997
MBA, Finance, Marketing
University of Pennsylvania 1987 — 1991
BS, BAS, Finance, Computer Science
Capital Group Private Client Services November 2012 - Present
Bernstein Global Wealth Management September 2005 - October 2012
PepsiCo February 1994 - September 2005
Education
Northwestern University - Kellogg School of Management 1996 — 1997
MBA, Finance, Marketing
University of Pennsylvania 1987 — 1991
BS, BAS, Finance, Computer Science
Lauren A. Glassgold, CFP®'s Bernstein Global Wealth Management Experience January 2004 - October 2012
Job Founder, Budgeting For Your Bundle
Industry Financial Services
Experience
Budgeting For Your Bundle August 2011 - Present
Bernstein Global Wealth Management January 2004 - October 2012
Saks Incorporated February 2003 - January 2004
Morgan Stanley Investment Management August 2001 - January 2003
Skills
Investments, Wealth Management, Strategic Financial..., Portfolio Management, Retirement Planning, Wealth Management..., Estate Planning, Asset Allocation, Tax, Asset Managment, Series 7, Investment Strategies, Financial Advisory, Series 63, Equities, Investment Management, Hedge Funds, Mutual Funds, Investment Advisory, Fixed Income, Alternative Investments, Securities
Education
Lehigh University - College of Business and Economics
Bachelor of Science (B.S.), Business and Economics
Budgeting For Your Bundle August 2011 - Present
Bernstein Global Wealth Management January 2004 - October 2012
Saks Incorporated February 2003 - January 2004
Morgan Stanley Investment Management August 2001 - January 2003
Skills
Investments, Wealth Management, Strategic Financial..., Portfolio Management, Retirement Planning, Wealth Management..., Estate Planning, Asset Allocation, Tax, Asset Managment, Series 7, Investment Strategies, Financial Advisory, Series 63, Equities, Investment Management, Hedge Funds, Mutual Funds, Investment Advisory, Fixed Income, Alternative Investments, Securities
Education
Lehigh University - College of Business and Economics
Bachelor of Science (B.S.), Business and Economics
John D. Baumgarten's Bernstein Global Wealth Management Experience 2007 - Present
Job Principal, Bernstein Global Wealth Management
Industry Financial Services
Experience
Bernstein Global Wealth Management 2007 - Present
Great North American Companies 2006 - 2007
SYNNEX 2003 - 2006
Daisytek International 1996 - 2003
Daisytek / PFSweb 1996 - 2003
Education
Oklahoma State University 1982 — 1986
BS in Business, Minors: Finance, Accounting, Economics
Bernstein Global Wealth Management 2007 - Present
Great North American Companies 2006 - 2007
SYNNEX 2003 - 2006
Daisytek International 1996 - 2003
Daisytek / PFSweb 1996 - 2003
Education
Oklahoma State University 1982 — 1986
BS in Business, Minors: Finance, Accounting, Economics
Noriel Flores's Bernstein Global Wealth Management Experience July 2008 - August 2012
Job Business Development Executive Financial Services at Infosys
Industry Financial Services
Experience
Infosys September 2014 - Present
Crawfish for Cancer, Inc. 2008 - Present
Deutsche Bank July 2013 - August 2013
Bernstein Global Wealth Management July 2008 - August 2012
Strategic Financial Partners October 2007 - June 2008
Ameriprise Financial Services, Inc. 2005 - 2007
City Year September 2002 - June 2003
Skills
Investment Strategies, Wealth Management, Equities, Alternative Investments, Financial Analysis, Portfolio Management, Investments, Asset Managment, Asset Allocation, Series 7, MBA, Hedge Funds, Financial Modeling, Investment Management, Asset Management
Education
IESE Business School - University of Navarra 2012 — 2014
Master of Business Administration (MBA)
University of Wisconsin-Madison 2000 — 2005
Bachelor of Arts (B.A.), Legal Studies, General
The Loomis Chaffee School 1996 — 2000
Infosys September 2014 - Present
Crawfish for Cancer, Inc. 2008 - Present
Deutsche Bank July 2013 - August 2013
Bernstein Global Wealth Management July 2008 - August 2012
Strategic Financial Partners October 2007 - June 2008
Ameriprise Financial Services, Inc. 2005 - 2007
City Year September 2002 - June 2003
Skills
Investment Strategies, Wealth Management, Equities, Alternative Investments, Financial Analysis, Portfolio Management, Investments, Asset Managment, Asset Allocation, Series 7, MBA, Hedge Funds, Financial Modeling, Investment Management, Asset Management
Education
IESE Business School - University of Navarra 2012 — 2014
Master of Business Administration (MBA)
University of Wisconsin-Madison 2000 — 2005
Bachelor of Arts (B.A.), Legal Studies, General
The Loomis Chaffee School 1996 — 2000
Elizabeth Paynter's Bernstein Global Wealth Management Experience February 2005 - June 2008
Job Director, Business Development at Duke Energy Corporation
Industry Utilities
Experience
Duke Energy Corporation July 2012 - Present
Duke Energy Corporation July 2010 - July 2012
Chevron May 2009 - July 2009
United Technologies March 2009 - May 2009
Bernstein Global Wealth Management February 2005 - June 2008
Deloitte Tax LLP October 2003 - February 2005
Skills
Due Diligence, Financial Modeling, Business Development, Investments, Analysis, Energy, Strategy
Education
University of Michigan - Stephen M. Ross School of Business 2008 — 2010
MBA
Northwestern University 1999 — 2003
Duke Energy Corporation July 2012 - Present
Duke Energy Corporation July 2010 - July 2012
Chevron May 2009 - July 2009
United Technologies March 2009 - May 2009
Bernstein Global Wealth Management February 2005 - June 2008
Deloitte Tax LLP October 2003 - February 2005
Skills
Due Diligence, Financial Modeling, Business Development, Investments, Analysis, Energy, Strategy
Education
University of Michigan - Stephen M. Ross School of Business 2008 — 2010
MBA
Northwestern University 1999 — 2003
Scott Zemachson's Bernstein Global Wealth Management Experience Vice PresidentAllianceBernstein1996 - Present
Job Vice President at Bernstein Global Wealth Management
Industry Financial Services
Experience
Bernstein Global Wealth Management Vice PresidentAllianceBernstein1996 - Present
Bernstein Investment Research and Management 1996 - Present
Education
Penn State University 1991 — 1995
Bernstein Global Wealth Management Vice PresidentAllianceBernstein1996 - Present
Bernstein Investment Research and Management 1996 - Present
Education
Penn State University 1991 — 1995
Keri Goldberg's Bernstein Global Wealth Management Experience February 1996 - May 2011
Job Senior Reg'd Client Service Associate at Morgan Stanley Smith Barney
Industry Financial Services
Experience
Morgan Stanley Smith Barney May 2011 - Present
Bernstein Global Wealth Management February 1996 - May 2011
Education
Penn State University 1991 — 1995
BS, Finance and International Business
Morgan Stanley Smith Barney May 2011 - Present
Bernstein Global Wealth Management February 1996 - May 2011
Education
Penn State University 1991 — 1995
BS, Finance and International Business
Layne Hirsch's Bernstein Global Wealth Management Experience July 2007 - Present
Job Vice President at Bernstein Global Wealth Management
Industry Investment Management
Experience
Bernstein Global Wealth Management July 2007 - Present
Education
Northwestern University - Kellogg School of Management 1999 — 2001
Bernstein Global Wealth Management July 2007 - Present
Education
Northwestern University - Kellogg School of Management 1999 — 2001
Brett Coppens's Bernstein Global Wealth Management Experience December 2002 - September 2008
Job Relocated to New York 2015
Industry Financial Services
Experience
JPMorgan Private Bank September 2008 - March 2012
Bernstein Global Wealth Management December 2002 - September 2008
Education
Hobart and William Smith Colleges 1998 — 2002
JPMorgan Private Bank September 2008 - March 2012
Bernstein Global Wealth Management December 2002 - September 2008
Education
Hobart and William Smith Colleges 1998 — 2002
Jamie Weiss- Flesher's Bernstein Global Wealth Management Experience January 2003 - October 2005
Job Principal at Flesher Financial Services
Industry Financial Services
Experience
Flesher Financial Services November 2013 - Present
RPH Financial Services September 2009 - January 2013
BNY Mellon Wealth Management February 2007 - September 2009
BNY Mellon Wealth Management October 2005 - February 2007
Bernstein Global Wealth Management January 2003 - October 2005
AllianceBernstein February 2001 - January 2003
Skills
Asset Allocation, Fixed Income, Asset Managment, Wealth Management, Investments, Excel Vba, Private Client Services, Business Development
Education
Fordham University - Graduate School of Business Administration 2006 — 2009
Master of Business Administration (MBA), Finance and Business Economics
University of Maryland College Park 1996 — 2000
Bachelor of Arts (BA), Economics
University of Maryland College Park 1996 — 2000
Bachelor's degree, Economics
Flesher Financial Services November 2013 - Present
RPH Financial Services September 2009 - January 2013
BNY Mellon Wealth Management February 2007 - September 2009
BNY Mellon Wealth Management October 2005 - February 2007
Bernstein Global Wealth Management January 2003 - October 2005
AllianceBernstein February 2001 - January 2003
Skills
Asset Allocation, Fixed Income, Asset Managment, Wealth Management, Investments, Excel Vba, Private Client Services, Business Development
Education
Fordham University - Graduate School of Business Administration 2006 — 2009
Master of Business Administration (MBA), Finance and Business Economics
University of Maryland College Park 1996 — 2000
Bachelor of Arts (BA), Economics
University of Maryland College Park 1996 — 2000
Bachelor's degree, Economics
Siobhan S. Cummings's Bernstein Global Wealth Management Experience May 2002 - January 2010
Job Financial Services Professional
Industry Financial Services
Experience
Merrill Lynch June 2015 - Present
Edelman Financial Services January 2014 - February 2015
Edelman Financial Services January 2010 - January 2014
Bernstein Global Wealth Management May 2002 - January 2010
Skills
Wealth Management, Series 7, Asset Management, Investments, Mutual Funds, Alternative Investments, Hedge Funds, Series 63, Portfolio Management, Investment Strategies, Fixed Income, Asset Allocation, Investment Advisory, Equities, Investment Management, Financial Planning, Securities, Financial Analysis, Financial Services, Finance, Management, Retirement Planning
Education
Penn State University
BS Financie, Finance, General
Pennsylvania State University
Merrill Lynch June 2015 - Present
Edelman Financial Services January 2014 - February 2015
Edelman Financial Services January 2010 - January 2014
Bernstein Global Wealth Management May 2002 - January 2010
Skills
Wealth Management, Series 7, Asset Management, Investments, Mutual Funds, Alternative Investments, Hedge Funds, Series 63, Portfolio Management, Investment Strategies, Fixed Income, Asset Allocation, Investment Advisory, Equities, Investment Management, Financial Planning, Securities, Financial Analysis, Financial Services, Finance, Management, Retirement Planning
Education
Penn State University
BS Financie, Finance, General
Pennsylvania State University
Rick May's Bernstein Global Wealth Management Experience May 2006 - June 2007
Job Investment Consultant and Manager for Institutional Investors and High Net Worth Individuals
Industry Financial Services
Experience
678-361-6665 September 2013 - Present
F.D. May Investment Consultiing February 2009 - September 2013
First Allied Securities, Inc. February 2008 - January 2013
Bernstein Global Wealth Management May 2006 - June 2007
Trim Tabs Investment Research February 2005 - May 2006
Ned Davis Research, Inc. May 1994 - June 2004
The Robinson Humphrey Company 1984 - 1994
Skills
Alternative Investments, Wealth Management, Relationship Management, Portfolio Management, Private Equity, Hedge Funds, Asset Management, Risk Management, Investment Strategies, Asset Allocation, Strategic Planning, Equities, Series 7, Series 24, Financial Planning, Venture Capital, Retirement Planning, New Business Development, Estate Planning, Due Diligence/Compliance, Investment Advisory, Investments, Due Diligence, Retirement, Valuation, Mutual Funds, Strategic Financial..., High Net Worth..., Finance, Trading, Securities, Wealth, Investment Management, Fixed Income, Banking, Series 63, Capital Markets, Equity Research, ETFs, Financial Advisory, Wealth Management...
Education
University of Tennessee-Knoxville - College of Business Administration 1975 — 1977
MBA, Finance
Haslam College of Business at the University of Tennessee 1971 — 1975
BSBA, Marketing
678-361-6665 September 2013 - Present
F.D. May Investment Consultiing February 2009 - September 2013
First Allied Securities, Inc. February 2008 - January 2013
Bernstein Global Wealth Management May 2006 - June 2007
Trim Tabs Investment Research February 2005 - May 2006
Ned Davis Research, Inc. May 1994 - June 2004
The Robinson Humphrey Company 1984 - 1994
Skills
Alternative Investments, Wealth Management, Relationship Management, Portfolio Management, Private Equity, Hedge Funds, Asset Management, Risk Management, Investment Strategies, Asset Allocation, Strategic Planning, Equities, Series 7, Series 24, Financial Planning, Venture Capital, Retirement Planning, New Business Development, Estate Planning, Due Diligence/Compliance, Investment Advisory, Investments, Due Diligence, Retirement, Valuation, Mutual Funds, Strategic Financial..., High Net Worth..., Finance, Trading, Securities, Wealth, Investment Management, Fixed Income, Banking, Series 63, Capital Markets, Equity Research, ETFs, Financial Advisory, Wealth Management...
Education
University of Tennessee-Knoxville - College of Business Administration 1975 — 1977
MBA, Finance
Haslam College of Business at the University of Tennessee 1971 — 1975
BSBA, Marketing
Michael Brodnik's Bernstein Global Wealth Management Experience May 2009 - September 2013
Job Senior Vice President, Merrill Lynch Private Bank and Investment Group
Industry Investment Management
Experience
Merrill Lynch, Private Bank and Investment Group June 2015 - Present
Barclays Wealth and Investment Management September 2013 - June 2015
Bernstein Global Wealth Management May 2009 - September 2013
Focus Investment Management, LLC February 2008 - March 2009
PNC Financial Services Group August 2001 - February 2008
Education
Northwestern University - Kellogg School of Management 1999 — 2001
Master of Business Administration (MBA), Finance, General
University of Richmond 1990 — 1994
BA, Political Science
Gonzaga College High School 1986 — 1990
Man For Others
Merrill Lynch, Private Bank and Investment Group June 2015 - Present
Barclays Wealth and Investment Management September 2013 - June 2015
Bernstein Global Wealth Management May 2009 - September 2013
Focus Investment Management, LLC February 2008 - March 2009
PNC Financial Services Group August 2001 - February 2008
Education
Northwestern University - Kellogg School of Management 1999 — 2001
Master of Business Administration (MBA), Finance, General
University of Richmond 1990 — 1994
BA, Political Science
Gonzaga College High School 1986 — 1990
Man For Others
Ryan Steingard's Bernstein Global Wealth Management Experience November 2009 - October 2010
Job General Manager, India at Remitly
Industry Marketing and Advertising
Experience
Remitly April 2015 - Present
zulily May 2014 - April 2015
zulily November 2010 - April 2014
Bernstein Global Wealth Management November 2009 - October 2010
Bernstein Global Wealth Management November 2006 - November 2009
Bernstein Global Wealth Management January 2005 - November 2006
Family Office Exchange January 2003 - January 2005
Corporate Executive Board October 2002 - January 2003
Corporate Executive Board October 2001 - October 2002
Corporate Executive Board September 2000 - October 2001
Skills
Online Marketing, Email Marketing, E-commerce, Start-ups, Microsoft Excel, SQL, Marketing Strategy, Social Media Marketing, Analytics, Entrepreneurship, Social Media, Business Strategy, Team Building, Leadership, Strategy, Marketing, Team Leadership, Analysis, Market Research, Business Analysis
Education
Northwestern University - Kellogg School of Management 2007 — 2009
MBA, Marketing and Finance
Harvard University 1996 — 2000
BA, History (International Relations)
Remitly April 2015 - Present
zulily May 2014 - April 2015
zulily November 2010 - April 2014
Bernstein Global Wealth Management November 2009 - October 2010
Bernstein Global Wealth Management November 2006 - November 2009
Bernstein Global Wealth Management January 2005 - November 2006
Family Office Exchange January 2003 - January 2005
Corporate Executive Board October 2002 - January 2003
Corporate Executive Board October 2001 - October 2002
Corporate Executive Board September 2000 - October 2001
Skills
Online Marketing, Email Marketing, E-commerce, Start-ups, Microsoft Excel, SQL, Marketing Strategy, Social Media Marketing, Analytics, Entrepreneurship, Social Media, Business Strategy, Team Building, Leadership, Strategy, Marketing, Team Leadership, Analysis, Market Research, Business Analysis
Education
Northwestern University - Kellogg School of Management 2007 — 2009
MBA, Marketing and Finance
Harvard University 1996 — 2000
BA, History (International Relations)
Anna Ranoso's Bernstein Global Wealth Management Experience August 2007 - July 2008
Job Songwriter / Martial Artist
Industry Entertainment
Experience
Bernstein Global Wealth Management August 2007 - July 2008
Education
Michigan State University 2002 — 2006
Bernstein Global Wealth Management August 2007 - July 2008
Education
Michigan State University 2002 — 2006
Frederic Bloch's Bernstein Global Wealth Management Experience August 1990 - February 2012
Job Senior Vice President, Development at Jewish Home Lifecare
Industry Investment Management
Experience
Jewish Home Lifecare March 2012 - Present
AllianceBernstein August 1990 - February 2012
Bernstein Global Wealth Management August 1990 - February 2012
Skills
Asset Managment, Alternative Investments
Education
Yale University - Yale School of Management 1978 — 1980
MBA, Finance
Hamilton College
BA, Political Science
Jewish Home Lifecare March 2012 - Present
AllianceBernstein August 1990 - February 2012
Bernstein Global Wealth Management August 1990 - February 2012
Skills
Asset Managment, Alternative Investments
Education
Yale University - Yale School of Management 1978 — 1980
MBA, Finance
Hamilton College
BA, Political Science
Ryan Vetter's Bernstein Global Wealth Management Experience June 2010 - January 2012
Job Värde Partners
Industry Financial Services
Experience
Värde Partners October 2014 - Present
Wipfli LLP January 2012 - October 2014
Bernstein Global Wealth Management June 2010 - January 2012
Wipfli LLP September 2007 - June 2010
Skills
Income Tax, Personal Tax Planning, Multi-generational..., Trust Taxation, Estate Taxation, Investments, Capital Markets, Corporate Tax, CPA, Property Tax, Tax Preparation, Tax Research, Tax Accounting, High Net Worth..., Tax, ProSystem fx Tax
Education
Gustavus Adolphus College 2003 — 2007
Bachelor of Arts, Accounting, Finance
Värde Partners October 2014 - Present
Wipfli LLP January 2012 - October 2014
Bernstein Global Wealth Management June 2010 - January 2012
Wipfli LLP September 2007 - June 2010
Skills
Income Tax, Personal Tax Planning, Multi-generational..., Trust Taxation, Estate Taxation, Investments, Capital Markets, Corporate Tax, CPA, Property Tax, Tax Preparation, Tax Research, Tax Accounting, High Net Worth..., Tax, ProSystem fx Tax
Education
Gustavus Adolphus College 2003 — 2007
Bachelor of Arts, Accounting, Finance
Eric Margulies's Bernstein Global Wealth Management Experience March 2004 - March 2008
Job Sales Manager at United Restaurant Equipment Company
Industry Restaurants
Experience
United Restaurant Equipment Company March 2008 - Present
Bernstein Global Wealth Management March 2004 - March 2008
Fifth Third Bank August 2003 - February 2004
Education
Indiana University - Kelley School of Business 1999 — 2003
Finance, Finance
Indiana University Bloomington 1999 — 2003
Business, Finance
United Restaurant Equipment Company March 2008 - Present
Bernstein Global Wealth Management March 2004 - March 2008
Fifth Third Bank August 2003 - February 2004
Education
Indiana University - Kelley School of Business 1999 — 2003
Finance, Finance
Indiana University Bloomington 1999 — 2003
Business, Finance
Tara Coakley's Bernstein Global Wealth Management Experience July 2014 - Present
Job Private Client Manager
Industry Financial Services
Experience
Bernstein Global Wealth Management July 2014 - Present
Bernstein Global Wealth Management January 2013 - February 2015
Bernstein Global Wealth Management October 2010 - December 2012
Skills
Asset Management, Investments, Asset Allocation, Series 7, Mutual Funds, Series 63, Financial Services, FINRA, Equities, Financial Modeling, Wealth Management, Securities
Education
Florida State University 2002 — 2006
Bachelor's, Finance
Florida State University - College of Business 2002 — 2006
Finance, General
Bernstein Global Wealth Management July 2014 - Present
Bernstein Global Wealth Management January 2013 - February 2015
Bernstein Global Wealth Management October 2010 - December 2012
Skills
Asset Management, Investments, Asset Allocation, Series 7, Mutual Funds, Series 63, Financial Services, FINRA, Equities, Financial Modeling, Wealth Management, Securities
Education
Florida State University 2002 — 2006
Bachelor's, Finance
Florida State University - College of Business 2002 — 2006
Finance, General
Jim Kavalec's Bernstein Global Wealth Management Experience October 2014 - Present
Job Vice President/Financial Advisor at Bernstein Global Wealth Management
Industry Financial Services
Experience
Bernstein Global Wealth Management October 2014 - Present
Cleveland Thermal April 2011 - September 2014
The Brewer-Garrett Company February 2010 - March 2011
Education
John Carroll University 1989 — 1993
BSBA, Finance
Bernstein Global Wealth Management October 2014 - Present
Cleveland Thermal April 2011 - September 2014
The Brewer-Garrett Company February 2010 - March 2011
Education
John Carroll University 1989 — 1993
BSBA, Finance
Ryan Shand's Bernstein Global Wealth Management Experience May 2013 - Present
Job
Industry Financial Services
Experience
Bernstein Global Wealth Management May 2013 - Present
Bernstein Global Wealth Management July 2010 - April 2013
YMCA of the USA, YMCA Camp Coniston February 2010 - October 2010
Ellie's Cafe and Deli August 2009 - April 2010
Pzena Investment Management July 2007 - October 2008
Globalex Corporation June 2005 - September 2005
University of Pennsylvania Museum of Archaeology and Anthropology January 2005 - June 2005
Skills
Valuation, Customer Relations, Investments, Financial Reporting, Financial Modeling
Education
University of Pennsylvania 2003 — 2007
B.S. and B.A.
Kyoto University 2006 — 2006
Semester Abroad
Bernstein Global Wealth Management May 2013 - Present
Bernstein Global Wealth Management July 2010 - April 2013
YMCA of the USA, YMCA Camp Coniston February 2010 - October 2010
Ellie's Cafe and Deli August 2009 - April 2010
Pzena Investment Management July 2007 - October 2008
Globalex Corporation June 2005 - September 2005
University of Pennsylvania Museum of Archaeology and Anthropology January 2005 - June 2005
Skills
Valuation, Customer Relations, Investments, Financial Reporting, Financial Modeling
Education
University of Pennsylvania 2003 — 2007
B.S. and B.A.
Kyoto University 2006 — 2006
Semester Abroad
Elizabeth Salton's Bernstein Global Wealth Management Experience September 2007 - November 2008
Job Event Coordinator at Iowa State University College of Business
Industry Events Services
Experience
Iowa State University November 2011 - Present
Great Lakes Advisors November 2008 - September 2011
Bernstein Global Wealth Management September 2007 - November 2008
Skills
Event Planning, Excel, Program Management, Calendars, Internal Communications, Newsletters, Newsletter Design, Newsletter Writing, Email Marketing, RFP preparation, Analysis, Deadline Management, Outlook, Data Analysis, Training, Microsoft Excel
Education
Iowa State University - College of Business 2002 — 2007
Bachelor of Science, Finance, Marketing - Minor in Spanish
Universidad de Extremadura 2006 — 2006
Spanish Language and Literature
Iowa State University November 2011 - Present
Great Lakes Advisors November 2008 - September 2011
Bernstein Global Wealth Management September 2007 - November 2008
Skills
Event Planning, Excel, Program Management, Calendars, Internal Communications, Newsletters, Newsletter Design, Newsletter Writing, Email Marketing, RFP preparation, Analysis, Deadline Management, Outlook, Data Analysis, Training, Microsoft Excel
Education
Iowa State University - College of Business 2002 — 2007
Bachelor of Science, Finance, Marketing - Minor in Spanish
Universidad de Extremadura 2006 — 2006
Spanish Language and Literature
Matthew Steger's Bernstein Global Wealth Management Experience June 2012 - June 2014
Job MBA Candidate at Kellogg School of Management
Industry Music
Experience
Kellogg School of Management September 2014 - Present
Bernstein Global Wealth Management June 2012 - June 2014
FinleyKnight 2012 - 2014
Bernstein Global Wealth Management July 2011 - June 2012
UBS Investment Bank August 2010 - July 2011
Dutko Worldwide June 2009 - August 2009
Skills
Excel, PowerPoint, Word, Research, Microsoft Office, SAP, Financial Analysis, Microsoft Word, Financial Modeling, Risk Management, Microsoft Excel, Business Development, Social Media, Strategy
Education
Northwestern University - Kellogg School of Management 2014 — 2016
Master of Business Administration (MBA)
Northwestern University 2006 — 2010
B.S., Learning and Organizational Change
Kellogg School of Management September 2014 - Present
Bernstein Global Wealth Management June 2012 - June 2014
FinleyKnight 2012 - 2014
Bernstein Global Wealth Management July 2011 - June 2012
UBS Investment Bank August 2010 - July 2011
Dutko Worldwide June 2009 - August 2009
Skills
Excel, PowerPoint, Word, Research, Microsoft Office, SAP, Financial Analysis, Microsoft Word, Financial Modeling, Risk Management, Microsoft Excel, Business Development, Social Media, Strategy
Education
Northwestern University - Kellogg School of Management 2014 — 2016
Master of Business Administration (MBA)
Northwestern University 2006 — 2010
B.S., Learning and Organizational Change
Claudia Bennett's Bernstein Global Wealth Management Experience April 2004 - January 2007
Job Leadership, Learning & Talent Development
Industry Professional Training & Coaching
Experience
Bloomberg July 2009 - Present
AllianceBernstein January 2007 - March 2009
Bernstein Global Wealth Management April 2004 - January 2007
Bernstein Investment Research and Management May 2000 - April 2004
Sanford C. Bernstein January 1999 - May 2000
Sanford C. Bernstein August 1995 - January 1999
Glickenhaus & Co. September 1991 - December 1994
Skills
Training, Performance Management, Management, Program Management, Investments, Interviews, Wealth Management, Staff Development, Investment Strategies, Public Speaking, Capital Markets, Project Planning, Policy, Talent Management, Succession Planning, Leadership Development, Organizational..., Onboarding, Employee Engagement, Coaching, Change Management, Series 7, Talent Acquisition, Employee Relations, Portfolio Management
Education
Mount Holyoke College 1988 — 1991
BA, Philosophy, English
Bloomberg July 2009 - Present
AllianceBernstein January 2007 - March 2009
Bernstein Global Wealth Management April 2004 - January 2007
Bernstein Investment Research and Management May 2000 - April 2004
Sanford C. Bernstein January 1999 - May 2000
Sanford C. Bernstein August 1995 - January 1999
Glickenhaus & Co. September 1991 - December 1994
Skills
Training, Performance Management, Management, Program Management, Investments, Interviews, Wealth Management, Staff Development, Investment Strategies, Public Speaking, Capital Markets, Project Planning, Policy, Talent Management, Succession Planning, Leadership Development, Organizational..., Onboarding, Employee Engagement, Coaching, Change Management, Series 7, Talent Acquisition, Employee Relations, Portfolio Management
Education
Mount Holyoke College 1988 — 1991
BA, Philosophy, English
Seena Jon Ghaznavi's Bernstein Global Wealth Management Experience January 2014 - Present
Job Producer | Comedian | Lawyer
Industry Entertainment
Experience
Bernstein Global Wealth Management January 2014 - Present
Synydyne January 2009 - Present
Skills
Video, New Media, Television, Film, Digital Media, Video Production, Film Production, Advertising, Multimedia, Post Production, Commercials, Editing, Facebook, Producing, Social Media, Storytelling
Education
New York Law School 2008 — 2012
JD, Intellectual Property Law
Fordham University 2004 — 2006
BA, Marketing
The George Washington University
Bernstein Global Wealth Management January 2014 - Present
Synydyne January 2009 - Present
Skills
Video, New Media, Television, Film, Digital Media, Video Production, Film Production, Advertising, Multimedia, Post Production, Commercials, Editing, Facebook, Producing, Social Media, Storytelling
Education
New York Law School 2008 — 2012
JD, Intellectual Property Law
Fordham University 2004 — 2006
BA, Marketing
The George Washington University
Kate Prevost's Bernstein Global Wealth Management Experience November 2005 - December 2011
Job Manager, RFP at Invesco
Industry Financial Services
Experience
Invesco Ltd. September 2014 - Present
AllianceBernstein January 2012 - September 2014
Bernstein Global Wealth Management November 2005 - December 2011
Skills
Asset Management, Investments, Management, Equities, Alternative Investments, Series 7, Asset Allocation, Financial Analysis, Hedge Funds, Financial Modeling
Education
Emory University - Goizueta Business School 2007 — 2010
MBA, Corporate Finance, Strategy
University of Florida 1999 — 2003
BA, Economics, History, French
Invesco Ltd. September 2014 - Present
AllianceBernstein January 2012 - September 2014
Bernstein Global Wealth Management November 2005 - December 2011
Skills
Asset Management, Investments, Management, Equities, Alternative Investments, Series 7, Asset Allocation, Financial Analysis, Hedge Funds, Financial Modeling
Education
Emory University - Goizueta Business School 2007 — 2010
MBA, Corporate Finance, Strategy
University of Florida 1999 — 2003
BA, Economics, History, French
Richard M. Cott's Bernstein Global Wealth Management Experience December 2009 - September 2013
Job Managing Director/Global Growth Officer at Karpus Investment Management
Industry Executive Office
Experience
Karpus Investment Management June 2014 - Present
Waldron Wealth Management September 2013 - May 2014
Bernstein Global Wealth Management December 2009 - September 2013
The Investlinc Group 2003 - 2009
King Trust Company 1992 - 2002
Skills
Leadership, Strategy, Entrepreneurship, Asset Management, Private Equity, Mergers & Acquisitions, Business Development, Asset Allocation, Strategic Planning, New Business Development, Strategic Financial..., Financial Analysis, Operations Management, Asset Management &..., Private Equity..., Top Producer Recruitment, Process & Profit..., Leadership Development, Consultative Sales..., Multi-Site Virtual..., New Product Development, Strategic Planning &..., Customer Resource..., Assets Under Management..., Center of Influence..., High-Net-Worth, Investment & Wealth..., Cultural Definition &..., Tax/Estate Planning, Multi-Generational..., Pre-Post-Transaction..., Staff Development, New Client Acquisitions, Stakeholder..., Organizational..., JV Planning, M&A Strategies, Wealth Integration
Education
Webster University 1989 — 1992
MBA, Finance
Hope College 1980 — 1984
BA, Business Adminstration & Political Science
University of North Carolina at Charlotte 1998 — 2001
Trust Investments and Fudiciary Risk Management, Program for Chief Trust Officers of Federal Trust Companies, Distinguished Graduate
Karpus Investment Management June 2014 - Present
Waldron Wealth Management September 2013 - May 2014
Bernstein Global Wealth Management December 2009 - September 2013
The Investlinc Group 2003 - 2009
King Trust Company 1992 - 2002
Skills
Leadership, Strategy, Entrepreneurship, Asset Management, Private Equity, Mergers & Acquisitions, Business Development, Asset Allocation, Strategic Planning, New Business Development, Strategic Financial..., Financial Analysis, Operations Management, Asset Management &..., Private Equity..., Top Producer Recruitment, Process & Profit..., Leadership Development, Consultative Sales..., Multi-Site Virtual..., New Product Development, Strategic Planning &..., Customer Resource..., Assets Under Management..., Center of Influence..., High-Net-Worth, Investment & Wealth..., Cultural Definition &..., Tax/Estate Planning, Multi-Generational..., Pre-Post-Transaction..., Staff Development, New Client Acquisitions, Stakeholder..., Organizational..., JV Planning, M&A Strategies, Wealth Integration
Education
Webster University 1989 — 1992
MBA, Finance
Hope College 1980 — 1984
BA, Business Adminstration & Political Science
University of North Carolina at Charlotte 1998 — 2001
Trust Investments and Fudiciary Risk Management, Program for Chief Trust Officers of Federal Trust Companies, Distinguished Graduate
Scott Wendelin's Bernstein Global Wealth Management Experience January 2008 - November 2012
Job Director at Credit Suisse
Industry Financial Services
Experience
Credit Suisse December 2012 - Present
Bernstein Global Wealth Management January 2008 - November 2012
Prospect Financial Advisors January 2002 - December 2007
Skills
Wealth Management, Investment Banking, Capital Markets, Financial Services, Estate Planning, Banking, Alternative Investments, Series 7, Retirement Planning, Investments, Asset Managment, Equities, Asset Management, Finance, Investment Advisory, Securities
Education
Harvard Business School 1977 — 1979
Master of Business Administration (MBA), Finance, General
Georgetown University School of Foreign Service 1972 — 1976
BSFS, International Finance
Credit Suisse December 2012 - Present
Bernstein Global Wealth Management January 2008 - November 2012
Prospect Financial Advisors January 2002 - December 2007
Skills
Wealth Management, Investment Banking, Capital Markets, Financial Services, Estate Planning, Banking, Alternative Investments, Series 7, Retirement Planning, Investments, Asset Managment, Equities, Asset Management, Finance, Investment Advisory, Securities
Education
Harvard Business School 1977 — 1979
Master of Business Administration (MBA), Finance, General
Georgetown University School of Foreign Service 1972 — 1976
BSFS, International Finance
Angela Dawson's Bernstein Global Wealth Management Experience July 2001 - December 2009
Job Senior Meetings Manager at American Bankers Association/International Monetary Conference
Industry Investment Management
Experience
American Bankers Association/International Monetary Conference March 2011 - Present
Bernstein Global Wealth Management July 2001 - December 2009
Four Seasons Hotel, Washington, DC June 1998 - July 2001
Skills
Financial Services, Marketing, Marketing Strategy, Event Management, Marketing Communications, Event Planning, Public Relations, Management, Strategic Planning, Investments, Meeting Planning, Program Management
Education
Howard University 1981 — 1985
BBA, Marketing
American Bankers Association/International Monetary Conference March 2011 - Present
Bernstein Global Wealth Management July 2001 - December 2009
Four Seasons Hotel, Washington, DC June 1998 - July 2001
Skills
Financial Services, Marketing, Marketing Strategy, Event Management, Marketing Communications, Event Planning, Public Relations, Management, Strategic Planning, Investments, Meeting Planning, Program Management
Education
Howard University 1981 — 1985
BBA, Marketing
Brent Byrne's Bernstein Global Wealth Management Experience June 2010 - November 2010
Job Financial Reporting Associate at BlackRock
Industry Financial Services
Experience
BlackRock November 2014 - Present
BNY Mellon September 2012 - November 2014
JPMorgan Chase January 2011 - August 2012
Bernstein Global Wealth Management June 2010 - November 2010
Real Time Portfolio Managment August 2009 - May 2010
Merrill Lynch June 2009 - August 2009
Divi-Vest Advisors June 2008 - August 2008
Wachovia Securities, LLC June 2007 - August 2007
Greentree Brokerage Services May 2006 - June 2006
Skills
Financial Analysis, Accounting, Financial Modeling, Corporate Finance, Finance, Valuation, Financial Reporting, Bloomberg, Bloomberg Terminal, Financial Markets, Mutual Funds, Equities, Portfolio Management, Private Equity
Education
Pennsylvania State University-Great Valley Graduate Center 2014 — 2017
Master of Business Administration (MBA), Business Administration and Management, General
Ithaca College 2006 — 2010
B.S., Business Administration
Villanova University
Mandarin
BlackRock November 2014 - Present
BNY Mellon September 2012 - November 2014
JPMorgan Chase January 2011 - August 2012
Bernstein Global Wealth Management June 2010 - November 2010
Real Time Portfolio Managment August 2009 - May 2010
Merrill Lynch June 2009 - August 2009
Divi-Vest Advisors June 2008 - August 2008
Wachovia Securities, LLC June 2007 - August 2007
Greentree Brokerage Services May 2006 - June 2006
Skills
Financial Analysis, Accounting, Financial Modeling, Corporate Finance, Finance, Valuation, Financial Reporting, Bloomberg, Bloomberg Terminal, Financial Markets, Mutual Funds, Equities, Portfolio Management, Private Equity
Education
Pennsylvania State University-Great Valley Graduate Center 2014 — 2017
Master of Business Administration (MBA), Business Administration and Management, General
Ithaca College 2006 — 2010
B.S., Business Administration
Villanova University
Mandarin
Sarah Voigt's Bernstein Global Wealth Management Experience October 2007 - May 2010
Job Pension Administrator at Pension Works, Inc.
Industry Financial Services
Experience
Pension Works, Inc. September 2011 - Present
University of Vermont April 2010 - September 2011
Bernstein Global Wealth Management October 2007 - May 2010
Bentley University July 2006 - October 2007
Skills
Excel, Customer Relations, Public Speaking, Customer Service, Writing, Accounting, Administration, Microsoft Excel, System Administration, Investments, Finance, Strategic Financial..., Management, Human Resources, Portfolio Management, Recruiting, Budgets
Education
Hamilton College 2002 — 2006
BA, History
Pension Works, Inc. September 2011 - Present
University of Vermont April 2010 - September 2011
Bernstein Global Wealth Management October 2007 - May 2010
Bentley University July 2006 - October 2007
Skills
Excel, Customer Relations, Public Speaking, Customer Service, Writing, Accounting, Administration, Microsoft Excel, System Administration, Investments, Finance, Strategic Financial..., Management, Human Resources, Portfolio Management, Recruiting, Budgets
Education
Hamilton College 2002 — 2006
BA, History
Linda Siksta's Bernstein Global Wealth Management Experience Administrative AssistantSalomon BrothersMarch 1995 - October 1998
Job Senior Administrative Assistant at Bernstein Global Wealth Management
Industry Investment Management
Experience
Bernstein Global Wealth Management Administrative AssistantSalomon BrothersMarch 1995 - October 1998
Education
Lewis University 1989 — 1992
BA, Business Management
Bernstein Global Wealth Management Administrative AssistantSalomon BrothersMarch 1995 - October 1998
Education
Lewis University 1989 — 1992
BA, Business Management
Joseph Perta's Bernstein Global Wealth Management Experience 2004 - 2009
Job Director at Barclays Wealth and Investment Management
Industry Financial Services
Experience
Barclays Wealth and Investment Management April 2009 - Present
GridPoint, Inc 2002 - 2010
Bernstein Global Wealth Management 2004 - 2009
Skills
Investment Management, Wealth Management..., High Net Worth..., Investments, Private Equity
Education
Georgetown University 1974 — 1976
MSFS, Economics + Int'l Relations
Trinity College-Hartford 1964 — 1968
BA, History
Barclays Wealth and Investment Management April 2009 - Present
GridPoint, Inc 2002 - 2010
Bernstein Global Wealth Management 2004 - 2009
Skills
Investment Management, Wealth Management..., High Net Worth..., Investments, Private Equity
Education
Georgetown University 1974 — 1976
MSFS, Economics + Int'l Relations
Trinity College-Hartford 1964 — 1968
BA, History
Simonne Jurt's Bernstein Global Wealth Management Experience May 2006 - May 2008
Job Social Media & Promotions Manager at Mead St. Station
Industry Marketing and Advertising
Experience
Mead St. Station April 2011 - Present
Bernstein Global Wealth Management May 2006 - May 2008
Direct Media September 2005 - May 2006
Skills
Nutrition Educator...
Education
Fordham University 2003 — 2005
Bachelor of Science, Business Administration
SUNY Albany 2000 — 2002
Mead St. Station April 2011 - Present
Bernstein Global Wealth Management May 2006 - May 2008
Direct Media September 2005 - May 2006
Skills
Nutrition Educator...
Education
Fordham University 2003 — 2005
Bachelor of Science, Business Administration
SUNY Albany 2000 — 2002
Carlton Fleming's Bernstein Global Wealth Management Experience August 2006 - January 2008
Job Director at Everest University
Industry Education Management
Experience
Everest University September 2009 - Present
Jefferson Wells January 2008 - September 2009
Bernstein Global Wealth Management August 2006 - January 2008
Accenture March 2004 - August 2006
Merrill Lynch August 1997 - March 2004
New York Yankees & St. Louis Cardinals June 1992 - April 1997
Skills
Financial Analysis, Investments, Business Development, Management Consulting, Process Improvement, Project Management, Investment Management, Strategic Planning, Leadership
Education
Fordham University - Graduate School of Business Administration 1999 — 2001
MBA, Finance
Georgia Institute of Technology - Georgia Tech College of Management 1989 — 1994
Bachelor of Science, Management
Everest University September 2009 - Present
Jefferson Wells January 2008 - September 2009
Bernstein Global Wealth Management August 2006 - January 2008
Accenture March 2004 - August 2006
Merrill Lynch August 1997 - March 2004
New York Yankees & St. Louis Cardinals June 1992 - April 1997
Skills
Financial Analysis, Investments, Business Development, Management Consulting, Process Improvement, Project Management, Investment Management, Strategic Planning, Leadership
Education
Fordham University - Graduate School of Business Administration 1999 — 2001
MBA, Finance
Georgia Institute of Technology - Georgia Tech College of Management 1989 — 1994
Bachelor of Science, Management
Danielle Kahn, CFP®'s Bernstein Global Wealth Management Experience September 2002 - Present
Job Client Advisor at Bernstein Global Wealth Management
Industry Investment Management
Experience
Bernstein Global Wealth Management September 2002 - Present
Siller & Cohen May 2001 - August 2001
Education
New York University 2009 — 2011
Certificate in Financial Planning
Washington University in St. Louis 1998 — 2002
Bachelor of Science, Marketing and Management
Bernstein Global Wealth Management September 2002 - Present
Siller & Cohen May 2001 - August 2001
Education
New York University 2009 — 2011
Certificate in Financial Planning
Washington University in St. Louis 1998 — 2002
Bachelor of Science, Marketing and Management
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY