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
Lindy Pickinpaugh Lindy Pickinpaugh's Bernstein Global Wealth Management Experience February 2011 - Present
Job at Bernstein Global Wealth Management
Industry Investment Management
Experience
Bernstein Global Wealth Management February 2011 - Present
Biogen Idec October 2010 - December 2010
JPMorgan Chase September 2008 - June 2010
Girl Scouts of Northeast Texas February 2008 - October 2008
University of North Texas August 2002 - May 2006
Skills
PowerPoint, Customer Service, Event Planning, Microsoft Word, Microsoft Office, Public Speaking, Microsoft Excel, Training, Time Management, Event Management, Organization Skills, Leadership, Client Confidentiality, Confidentiality, Meeting Scheduling, Travel Arrangements, Expense Reports, Office Management
Education
University of North Texas 2002 — 2006
BS, Merchandising/Business
Bernstein Global Wealth Management February 2011 - Present
Biogen Idec October 2010 - December 2010
JPMorgan Chase September 2008 - June 2010
Girl Scouts of Northeast Texas February 2008 - October 2008
University of North Texas August 2002 - May 2006
Skills
PowerPoint, Customer Service, Event Planning, Microsoft Word, Microsoft Office, Public Speaking, Microsoft Excel, Training, Time Management, Event Management, Organization Skills, Leadership, Client Confidentiality, Confidentiality, Meeting Scheduling, Travel Arrangements, Expense Reports, Office Management
Education
University of North Texas 2002 — 2006
BS, Merchandising/Business
Angela M Jantz, MBA Angela M Jantz, MBA's Bernstein Global Wealth Management Experience March 2010 - August 2010
Job Financial Services Professional
Industry Financial Services
Experience
Morgan Stanley July 2013 - Present
University of Denver September 2013 - June 2015
Matthew Francis Holding Corporation June 2012 - March 2013
WWOOF New Zealand February 2012 - June 2012
TIAA-CREF August 2010 - October 2011
Bernstein Global Wealth Management March 2010 - August 2010
AXA Advisors January 2009 - May 2009
AXA Advisors June 2007 - December 2008
Skills
FINRA Series 7, FINRA Series 66, Series 7, Investments, Portfolio Management, Mutual Funds, Wealth Management, Securities, Finance, Retirement Planning, Analysis, Asset Allocation, Asset Management, Customer Service, Public Speaking, Leadership, Series 63
Education
University of Denver 2013 — 2015
Master of Business Administration (M.B.A.)
University of Northern Colorado 2003 — 2007
Bachelor of Science, Finance and Economics
Morgan Stanley July 2013 - Present
University of Denver September 2013 - June 2015
Matthew Francis Holding Corporation June 2012 - March 2013
WWOOF New Zealand February 2012 - June 2012
TIAA-CREF August 2010 - October 2011
Bernstein Global Wealth Management March 2010 - August 2010
AXA Advisors January 2009 - May 2009
AXA Advisors June 2007 - December 2008
Skills
FINRA Series 7, FINRA Series 66, Series 7, Investments, Portfolio Management, Mutual Funds, Wealth Management, Securities, Finance, Retirement Planning, Analysis, Asset Allocation, Asset Management, Customer Service, Public Speaking, Leadership, Series 63
Education
University of Denver 2013 — 2015
Master of Business Administration (M.B.A.)
University of Northern Colorado 2003 — 2007
Bachelor of Science, Finance and Economics
Stephanie Unger Stephanie Unger's Bernstein Global Wealth Management Experience July 2007 - September 2009
Job Partner Marketing at Netflix
Industry Internet
Experience
Netflix May 2014 - Present
AOL March 2013 - April 2014
Thrillist August 2012 - March 2013
Thrillist June 2011 - August 2012
The Online 401(k) September 2009 - June 2011
Bernstein Global Wealth Management July 2007 - September 2009
Dylan Boutique November 2004 - July 2007
MTV Networks August 2002 - April 2006
Skills
Marketing, Business Development, Online Marketing, Strategic Partnerships, Partner Engagement, Entrepreneurial Skills, E-commerce, Marketing Strategy, Marketing Communications, Sales Growth, Social Media, Event Planning, Competitive Analysis, Online Advertising, Product Marketing, Brand Awareness, Web Analytics, Digital Marketing, Digital Media, Partner Acquisition, Internet Strategy, New Business Development, Business Operations..., Consumer Retail, Strategic Leadership, Cross-functional Team..., Customer Engagement, Retail, Customer Acquisition, Contract Negotiation, Creative Strategy, Inventory Management, Media Relations, Promotions, Consumer Insights, Blogger Relations, Social Branding, Web Project Management, Cross Promotions, Budgeting, Financial Reporting, Influencer Marketing, Online Merchandising, Email Marketing, Copywriting, Google Analytics, Content Strategy, Event Management, Social Media Marketing, Display Advertising
Education
University of California, Los Angeles 2009 — 2011
Marketing
University of California, Los Angeles 1998 — 2002
BA
Semester at Sea 2001 — 2001
Study Abroad
Netflix May 2014 - Present
AOL March 2013 - April 2014
Thrillist August 2012 - March 2013
Thrillist June 2011 - August 2012
The Online 401(k) September 2009 - June 2011
Bernstein Global Wealth Management July 2007 - September 2009
Dylan Boutique November 2004 - July 2007
MTV Networks August 2002 - April 2006
Skills
Marketing, Business Development, Online Marketing, Strategic Partnerships, Partner Engagement, Entrepreneurial Skills, E-commerce, Marketing Strategy, Marketing Communications, Sales Growth, Social Media, Event Planning, Competitive Analysis, Online Advertising, Product Marketing, Brand Awareness, Web Analytics, Digital Marketing, Digital Media, Partner Acquisition, Internet Strategy, New Business Development, Business Operations..., Consumer Retail, Strategic Leadership, Cross-functional Team..., Customer Engagement, Retail, Customer Acquisition, Contract Negotiation, Creative Strategy, Inventory Management, Media Relations, Promotions, Consumer Insights, Blogger Relations, Social Branding, Web Project Management, Cross Promotions, Budgeting, Financial Reporting, Influencer Marketing, Online Merchandising, Email Marketing, Copywriting, Google Analytics, Content Strategy, Event Management, Social Media Marketing, Display Advertising
Education
University of California, Los Angeles 2009 — 2011
Marketing
University of California, Los Angeles 1998 — 2002
BA
Semester at Sea 2001 — 2001
Study Abroad
Rebecca Faigen Rebecca Faigen's Bernstein Global Wealth Management Experience October 2013 - Present
Job Private Client Coordinator at Bernstein Private Wealth Management
Industry Financial Services
Experience
Bernstein Global Wealth Management October 2013 - Present
LiveHealthier January 2013 - August 2013
Aflac June 2011 - August 2011
ESF Day Camp June 2010 - August 2010
Skills
Human Resources, Public Health, Psychology, Business, Microsoft Word, Microsoft Excel, Microsoft Office, Mockflow, Survey Gizmo, Constant Contact, At Task, PowerPoint, Writing, Mathematics, Event Planning
Education
University of Maryland College Park 2009 — 2013
Bachelor of Arts (B.A.), Psychology
Bernstein Global Wealth Management October 2013 - Present
LiveHealthier January 2013 - August 2013
Aflac June 2011 - August 2011
ESF Day Camp June 2010 - August 2010
Skills
Human Resources, Public Health, Psychology, Business, Microsoft Word, Microsoft Excel, Microsoft Office, Mockflow, Survey Gizmo, Constant Contact, At Task, PowerPoint, Writing, Mathematics, Event Planning
Education
University of Maryland College Park 2009 — 2013
Bachelor of Arts (B.A.), Psychology
Mac Canali Mac Canali's Bernstein Global Wealth Management Experience March 2010 - April 2013
Job Marketing Communications Manager at DeLaval
Industry Dairy
Experience
DeLaval June 2014 - Present
DeLaval April 2013 - June 2014
Bernstein Global Wealth Management March 2010 - April 2013
The Visual Pak Companies November 2009 - March 2010
SMI / Alcott June 2007 - November 2009
Forefront Staffing June 2005 - June 2007
mtvU August 2005 - May 2006
Skills
Management, Proposal Writing, PowerPoint, Market Research, Microsoft Excel, Outlook, Microsoft Office, New Business Development, Marketing, Project Coordination, Coordinating Events, Events Coordination, Account Management, Financial Reporting, Financial Markets, Marketing Strategy, Market Analysis, Marketing Communications, Marketing Management, Social Skills, Social Marketing, Sports Marketing, Sports Management, Advertising, Strategy, Social Networking, Trade Shows, Email Marketing, Integrated Marketing, Brand Management, Marketing Research, Lead Generation, Direct Marketing, Digital Marketing
Education
University of Illinois at Chicago 2002 — 2007
Bachelor of Science (B.S.)
DeLaval June 2014 - Present
DeLaval April 2013 - June 2014
Bernstein Global Wealth Management March 2010 - April 2013
The Visual Pak Companies November 2009 - March 2010
SMI / Alcott June 2007 - November 2009
Forefront Staffing June 2005 - June 2007
mtvU August 2005 - May 2006
Skills
Management, Proposal Writing, PowerPoint, Market Research, Microsoft Excel, Outlook, Microsoft Office, New Business Development, Marketing, Project Coordination, Coordinating Events, Events Coordination, Account Management, Financial Reporting, Financial Markets, Marketing Strategy, Market Analysis, Marketing Communications, Marketing Management, Social Skills, Social Marketing, Sports Marketing, Sports Management, Advertising, Strategy, Social Networking, Trade Shows, Email Marketing, Integrated Marketing, Brand Management, Marketing Research, Lead Generation, Direct Marketing, Digital Marketing
Education
University of Illinois at Chicago 2002 — 2007
Bachelor of Science (B.S.)
Nicole Hellendoorn's Bernstein Global Wealth Management Experience May 2006 - October 2007
Job Owner, California Paleo Kitchens
Industry Health, Wellness and Fitness
Experience
California Paleo Kitchens 2013 - Present
Westwicke Partners, LLC April 2012 - July 2013
Liquid Realty Partners February 2008 - April 2012
Bernstein Global Wealth Management May 2006 - October 2007
Foley Bezek Behle & Curtis, LLP June 2005 - May 2006
Skills
Private Equity, Real Estate, Financial Analysis, Investments, Investor Relations, Secondaries, Microsoft Excel, Microsoft Word, Real Estate Economics, Nutrition, Consulting, Holistic Health, Real Estate Finance, Real Estate Secondaries, Asset Management, Business Analysis, Excel, General Administration, Investor Presentations, Investor Reporting, Project Portfolio..., Project Planning, Presentation Development, Equities, Valuation, Disposition, Public Speaking, Real Estate Financing, Mergers & Acquisitions
Education
University of California, Santa Barbara 2001 — 2005
BA, Political Science
California Paleo Kitchens 2013 - Present
Westwicke Partners, LLC April 2012 - July 2013
Liquid Realty Partners February 2008 - April 2012
Bernstein Global Wealth Management May 2006 - October 2007
Foley Bezek Behle & Curtis, LLP June 2005 - May 2006
Skills
Private Equity, Real Estate, Financial Analysis, Investments, Investor Relations, Secondaries, Microsoft Excel, Microsoft Word, Real Estate Economics, Nutrition, Consulting, Holistic Health, Real Estate Finance, Real Estate Secondaries, Asset Management, Business Analysis, Excel, General Administration, Investor Presentations, Investor Reporting, Project Portfolio..., Project Planning, Presentation Development, Equities, Valuation, Disposition, Public Speaking, Real Estate Financing, Mergers & Acquisitions
Education
University of California, Santa Barbara 2001 — 2005
BA, Political Science
John Polidori John Polidori's Bernstein Global Wealth Management Experience March 2008 - May 2015
Job Senior Managing Director, Head National Client Service
Industry Investment Management
Experience
Bernstein Private Wealth Management June 2015 - Present
Bernstein Global Wealth Management March 2008 - May 2015
Bernstein Global Wealth Management November 1996 - February 2008
Skills
Investments, Hedge Funds, Alternative Investments, Asset Allocation, Asset Management, Wealth Management, Series 7, Series 63, Fixed Income, Mutual Funds, Equities, Investment Management, Finance
Education
University of Massachusetts, Amherst 1990 — 1994
Bachelor's degree
Bernstein Private Wealth Management June 2015 - Present
Bernstein Global Wealth Management March 2008 - May 2015
Bernstein Global Wealth Management November 1996 - February 2008
Skills
Investments, Hedge Funds, Alternative Investments, Asset Allocation, Asset Management, Wealth Management, Series 7, Series 63, Fixed Income, Mutual Funds, Equities, Investment Management, Finance
Education
University of Massachusetts, Amherst 1990 — 1994
Bachelor's degree
Lindsay Kuzmich Lindsay Kuzmich's Bernstein Global Wealth Management Experience September 2010 - April 2013
Job Regional Director at Inspirato with American Express
Industry Hospitality
Experience
Inspirato with American Express July 2015 - Present
Inspirato April 2013 - Present
Bernstein Global Wealth Management September 2010 - April 2013
PIMCO May 2008 - August 2008
Beacon Pointe Advisors May 2008 - June 2008
Nordstrom May 2007 - August 2007
Skills
CRM, Investments, Business Development, Sales, Customer Service, Fixed Income, Microsoft Excel, Event Planning, Proposal Writing, PowerPoint, Microsoft Office, Social Media
Education
University of Colorado Boulder - Leeds School of Business 2006 — 2010
BS
University of Virginia
Inspirato with American Express July 2015 - Present
Inspirato April 2013 - Present
Bernstein Global Wealth Management September 2010 - April 2013
PIMCO May 2008 - August 2008
Beacon Pointe Advisors May 2008 - June 2008
Nordstrom May 2007 - August 2007
Skills
CRM, Investments, Business Development, Sales, Customer Service, Fixed Income, Microsoft Excel, Event Planning, Proposal Writing, PowerPoint, Microsoft Office, Social Media
Education
University of Colorado Boulder - Leeds School of Business 2006 — 2010
BS
University of Virginia
Nicole Cacal's Bernstein Global Wealth Management Experience 2015 - Present
Job Private Client Associate at Bernstein Global Wealth Management
Industry Investment Management
Experience
Bernstein Global Wealth Management 2015 - Present
Education
University of Hawaii at Manoa 2008 — 2011
BBA
University of Miami 2007 — 2008
Bernstein Global Wealth Management 2015 - Present
Education
University of Hawaii at Manoa 2008 — 2011
BBA
University of Miami 2007 — 2008
Hisham Sayeedi Hisham Sayeedi's Bernstein Global Wealth Management Experience June 2012 - February 2013
Job Analyst at Northern Trust Corporation
Industry Investment Management
Experience
Northern Trust Corporation September 2014 - Present
U.S. Bank March 2013 - September 2014
Bernstein Global Wealth Management June 2012 - February 2013
Morgan Stanley Wealth Management October 2011 - May 2012
Travelers Insurance June 2011 - August 2011
Skills
Investments, Financial Analysis, Portfolio Management, Finance, Financial Services, Underwriting, Strategic Financial..., Equities, Financial Modeling, Microsoft Office, Asset Management, Investment Management, Securities, Analysis, Regression Analysis, Data Entry, Marketing, Fixed Income, Retirement Planning, Financial Risk, Bloomberg, Teamwork, Wealth Management, Investment Strategies, Trading, Estate Planning, Financial Reporting, Alternative Investments, Financial Planning, Writing, Bloomberg Terminal, Derivatives, Loans, Bonds, Financial Statement..., Accounting, Structured Products, Microsoft Excel, Data Analysis, Valuation
Education
University of Illinois at Chicago 2008 — 2012
Bachelors of Science, Finance; Economics
Adlai E. Stevenson High School 2005 — 2008
Diploma
Northern Trust Corporation September 2014 - Present
U.S. Bank March 2013 - September 2014
Bernstein Global Wealth Management June 2012 - February 2013
Morgan Stanley Wealth Management October 2011 - May 2012
Travelers Insurance June 2011 - August 2011
Skills
Investments, Financial Analysis, Portfolio Management, Finance, Financial Services, Underwriting, Strategic Financial..., Equities, Financial Modeling, Microsoft Office, Asset Management, Investment Management, Securities, Analysis, Regression Analysis, Data Entry, Marketing, Fixed Income, Retirement Planning, Financial Risk, Bloomberg, Teamwork, Wealth Management, Investment Strategies, Trading, Estate Planning, Financial Reporting, Alternative Investments, Financial Planning, Writing, Bloomberg Terminal, Derivatives, Loans, Bonds, Financial Statement..., Accounting, Structured Products, Microsoft Excel, Data Analysis, Valuation
Education
University of Illinois at Chicago 2008 — 2012
Bachelors of Science, Finance; Economics
Adlai E. Stevenson High School 2005 — 2008
Diploma
Gina Demirchyan Zahlane's Bernstein Global Wealth Management Experience January 2008 - August 2011
Job Private Wealth Management Recruiter at Alpha Careers LLC
Industry Staffing and Recruiting
Experience
Alpha Careers LLC May 2014 - Present
Bernstein Global Wealth Management January 2008 - August 2011
Citibank July 2006 - December 2007
Bank of America August 2003 - July 2006
Education
University of California, Los Angeles
B.A., English
Alpha Careers LLC May 2014 - Present
Bernstein Global Wealth Management January 2008 - August 2011
Citibank July 2006 - December 2007
Bank of America August 2003 - July 2006
Education
University of California, Los Angeles
B.A., English
Blake Bockhold's Bernstein Global Wealth Management Experience April 2013 - Present
Job Senior Private Client Associate at Bernstein Global Wealth Management
Industry Financial Services
Experience
Bernstein Global Wealth Management April 2013 - Present
Bernstein Global Wealth Management February 2011 - April 2013
English Corporate October 2009 - July 2010
Koss-Olinger Wealth Management May 2008 - August 2009
Skills
Series 63, Series 7, Alternative Investments, Asset Allocation, Asset Management, Equities, Investments, Securities, Wealth Management
Education
University of Florida - Warrington College of Business Administration 2005 — 2009
Master of Science in Finance, Business Administration, Finance
Bernstein Global Wealth Management April 2013 - Present
Bernstein Global Wealth Management February 2011 - April 2013
English Corporate October 2009 - July 2010
Koss-Olinger Wealth Management May 2008 - August 2009
Skills
Series 63, Series 7, Alternative Investments, Asset Allocation, Asset Management, Equities, Investments, Securities, Wealth Management
Education
University of Florida - Warrington College of Business Administration 2005 — 2009
Master of Science in Finance, Business Administration, Finance
Nina Kofman Nina Kofman's Bernstein Global Wealth Management Experience July 2010 - February 2012
Job Senior Account Operations Associate at KPMG
Industry Financial Services
Experience
KPMG March 2014 - Present
Keybridge Communications February 2012 - March 2014
Bernstein Global Wealth Management July 2010 - February 2012
Skills
Social Media, Microsoft Excel
Education
University of Maryland - Robert H. Smith School of Business 2011 — 2013
Master of Business Administration (MBA)
University of Maryland College Park 2005 — 2008
Bachelor of Arts (B.A.), Economics
KPMG March 2014 - Present
Keybridge Communications February 2012 - March 2014
Bernstein Global Wealth Management July 2010 - February 2012
Skills
Social Media, Microsoft Excel
Education
University of Maryland - Robert H. Smith School of Business 2011 — 2013
Master of Business Administration (MBA)
University of Maryland College Park 2005 — 2008
Bachelor of Arts (B.A.), Economics
Christina Tierney Christina Tierney's Bernstein Global Wealth Management Experience June 2004 - December 2007
Job VP of Human Resources at Balihoo
Industry Computer Software
Experience
Balihoo November 2014 - Present
Balihoo June 2012 - November 2014
Kiva.org December 2007 - June 2012
Bernstein Global Wealth Management June 2004 - December 2007
Heller Immigration Law Firm August 2003 - June 2004
Skills
Recruiting, Talent Acquisition, Human Resources, Start-ups, Performance Management, Program Management, Technical Recruiting, Management, Management Consulting, Employee Relations, Team Leadership, Coaching, Applicant Tracking..., Business Strategy, Training, Strategy, Business Development, Project Management, Talent Management, HRIS
Education
University of Denver 1999 — 2003
BA Spanish & BA International Development
Balihoo November 2014 - Present
Balihoo June 2012 - November 2014
Kiva.org December 2007 - June 2012
Bernstein Global Wealth Management June 2004 - December 2007
Heller Immigration Law Firm August 2003 - June 2004
Skills
Recruiting, Talent Acquisition, Human Resources, Start-ups, Performance Management, Program Management, Technical Recruiting, Management, Management Consulting, Employee Relations, Team Leadership, Coaching, Applicant Tracking..., Business Strategy, Training, Strategy, Business Development, Project Management, Talent Management, HRIS
Education
University of Denver 1999 — 2003
BA Spanish & BA International Development
Greg Meyer, CPA, CFP® Greg Meyer, CPA, CFP®'s Bernstein Global Wealth Management Experience August 2010 - July 2011
Job Founder at New Wave Financial Services
Industry Financial Services
Experience
New Wave Financial Services May 2014 - Present
The Glowacki Group, LLC July 2011 - May 2014
Bernstein Global Wealth Management August 2010 - July 2011
Deloitte & Touche July 2007 - August 2010
Education
University of Massachusetts, Amherst 2003 — 2007
BBA, Accounting - Summa Cum Laude
New Wave Financial Services May 2014 - Present
The Glowacki Group, LLC July 2011 - May 2014
Bernstein Global Wealth Management August 2010 - July 2011
Deloitte & Touche July 2007 - August 2010
Education
University of Massachusetts, Amherst 2003 — 2007
BBA, Accounting - Summa Cum Laude
Ashley N. White Ashley N. White's Bernstein Global Wealth Management Experience 2008 - 2009
Job Commercial Property Management
Industry Commercial Real Estate
Experience
The Rockefeller Group July 2014 - Present
Douglas Emmett September 2013 - July 2014
Rexford Industrial June 2013 - August 2013
Verizon Wireless April 2010 - June 2013
Muscular Dystrophy Association 2009 - 2010
Bernstein Global Wealth Management 2008 - 2009
Skills
Microsoft Office, Research, Event Planning, Social Media, Microsoft Excel, PowerPoint, Microsoft Word, Public Relations, Windows, Event Management, Account Management, Customer Service, Sales, Project Management, Marketing Strategy, Budget Management, Management, Social Media Marketing, Training
Education
University of California, Irvine 2003 — 2008
Bachelors of Arts, Political Science
The Rockefeller Group July 2014 - Present
Douglas Emmett September 2013 - July 2014
Rexford Industrial June 2013 - August 2013
Verizon Wireless April 2010 - June 2013
Muscular Dystrophy Association 2009 - 2010
Bernstein Global Wealth Management 2008 - 2009
Skills
Microsoft Office, Research, Event Planning, Social Media, Microsoft Excel, PowerPoint, Microsoft Word, Public Relations, Windows, Event Management, Account Management, Customer Service, Sales, Project Management, Marketing Strategy, Budget Management, Management, Social Media Marketing, Training
Education
University of California, Irvine 2003 — 2008
Bachelors of Arts, Political Science
Jessica Farkas's Bernstein Global Wealth Management Experience June 2006 - May 2011
Job Vice President at Summit Rock Advisors
Industry Investment Management
Experience
Summit Rock Advisors May 2011 - Present
Bernstein Global Wealth Management June 2006 - May 2011
Skills
Hedge Funds, Alternative Investments, Asset Management, Strategic Planning, Series 7, Financial Modeling, Private Equity
Education
University of Michigan 2002 — 2006
BA, Economics, Applied Statistics
Summit Rock Advisors May 2011 - Present
Bernstein Global Wealth Management June 2006 - May 2011
Skills
Hedge Funds, Alternative Investments, Asset Management, Strategic Planning, Series 7, Financial Modeling, Private Equity
Education
University of Michigan 2002 — 2006
BA, Economics, Applied Statistics
Steve Schilling, CFA Steve Schilling, CFA's Bernstein Global Wealth Management Experience August 2000 - Present
Job Director at Bernstein Global Wealth Management
Industry Investment Management
Experience
Bernstein Global Wealth Management August 2000 - Present
Skills
Wealth Management, Asset Allocation, Financial Modeling, Estate Planning, Philanthropy, Executive Compensation...
Education
University of California, Santa Barbara
Bernstein Global Wealth Management August 2000 - Present
Skills
Wealth Management, Asset Allocation, Financial Modeling, Estate Planning, Philanthropy, Executive Compensation...
Education
University of California, Santa Barbara
Tom Conroy Tom Conroy's Bernstein Global Wealth Management Experience July 2007 - December 2010
Job Senior Vice President / Global Training Director
Industry Investment Management
Experience
Citi December 2010 - Present
Bernstein Global Wealth Management July 2007 - December 2010
Pfizer Pharmaceuticals March 2004 - June 2007
Corporate Leadership Council / CLC Metrics April 2002 - February 2004
Celera 1999 - 2002
KC Resources January 1997 - August 1999
Forest Ridge Elementary School / Howard Co., MD Board of Education August 1986 - January 1997
Skills
Leadership Development, Talent Management, Performance Improvement, Organizational..., Succession Planning, MBTI, Change Management, Leadership, Human Resources, Instructional Design, Executive Coaching, Staff Development, Strategic Planning, Recruiting, Organizational Design, Employee Engagement, Employee Training, 360 Feedback, Performance Management, Career Development, Team Building, Organizational..., Coaching, Training, Employee Relations, Management Consulting, Program Management, Training Delivery, Talent Acquisition, Onboarding, Process Improvement, Culture Change, Workshop Facilitation, Management Development, Learning Management, Personnel Management, Needs Analysis, Performance Consulting, Deferred Compensation, Executive Development, Mergers & Acquisitions, Workforce Planning, Consulting, Executive Management
Education
Gallaudet University 1989 — 1992
MS, Supervision
University of Maryland College Park 1981 — 1985
BS, Education
Citi December 2010 - Present
Bernstein Global Wealth Management July 2007 - December 2010
Pfizer Pharmaceuticals March 2004 - June 2007
Corporate Leadership Council / CLC Metrics April 2002 - February 2004
Celera 1999 - 2002
KC Resources January 1997 - August 1999
Forest Ridge Elementary School / Howard Co., MD Board of Education August 1986 - January 1997
Skills
Leadership Development, Talent Management, Performance Improvement, Organizational..., Succession Planning, MBTI, Change Management, Leadership, Human Resources, Instructional Design, Executive Coaching, Staff Development, Strategic Planning, Recruiting, Organizational Design, Employee Engagement, Employee Training, 360 Feedback, Performance Management, Career Development, Team Building, Organizational..., Coaching, Training, Employee Relations, Management Consulting, Program Management, Training Delivery, Talent Acquisition, Onboarding, Process Improvement, Culture Change, Workshop Facilitation, Management Development, Learning Management, Personnel Management, Needs Analysis, Performance Consulting, Deferred Compensation, Executive Development, Mergers & Acquisitions, Workforce Planning, Consulting, Executive Management
Education
Gallaudet University 1989 — 1992
MS, Supervision
University of Maryland College Park 1981 — 1985
BS, Education
Laura Contreras Laura Contreras's Bernstein Global Wealth Management Experience November 2012 - March 2015
Job Client Relations Manager at Fremont Group
Industry Investment Management
Experience
Fremont Group March 2015 - Present
Bernstein Global Wealth Management November 2012 - March 2015
Bernstein Global Wealth Management November 2009 - October 2012
PricewaterhouseCoopers January 2007 - October 2009
Skills
Series 9, Series 10, Series 7, Series 63, Alternative Investments, Auditing, CPA, FINRA, Hedge Funds, Management, Asset Management
Education
University of California, Los Angeles 2001 — 2005
BA, International Economics
Fremont Group March 2015 - Present
Bernstein Global Wealth Management November 2012 - March 2015
Bernstein Global Wealth Management November 2009 - October 2012
PricewaterhouseCoopers January 2007 - October 2009
Skills
Series 9, Series 10, Series 7, Series 63, Alternative Investments, Auditing, CPA, FINRA, Hedge Funds, Management, Asset Management
Education
University of California, Los Angeles 2001 — 2005
BA, International Economics
Eric J. Matheson's Bernstein Global Wealth Management Experience January 2004 - August 2008
Job Senior Director at BNY Mellon Wealth Management
Industry Financial Services
Experience
BNY Mellon Wealth Management July 2013 - Present
Raymond James November 2010 - June 2013
Merrill Lynch August 2008 - December 2009
Bernstein Global Wealth Management January 2004 - August 2008
Offitbank/Wachovia Bank, N.A. April 2001 - January 2004
Law Offices of Eric J. Matheson, P.A. August 1996 - April 2001
Broad and Cassel August 1994 - June 1996
Fine Jacobson, Schwartz, Nash & Block June 1993 - August 1994
Skills
Estate Planning, Asset Allocation, Investments, Alternative Investments, Retirement Planning, Equities, Investment Management, Trusts, Fixed Income, Capital Markets, Financial Advisory, High Net Worth...
Education
University of Miami School of Law 1996 — 1999
LL.M., Graduate Program in Estate Planning
University of Miami School of Law 1989 — 1992
JD, Law
University of Miami 1985 — 1989
BA, with honors, (Major, Religious Studies; Minor, Economics)
BNY Mellon Wealth Management July 2013 - Present
Raymond James November 2010 - June 2013
Merrill Lynch August 2008 - December 2009
Bernstein Global Wealth Management January 2004 - August 2008
Offitbank/Wachovia Bank, N.A. April 2001 - January 2004
Law Offices of Eric J. Matheson, P.A. August 1996 - April 2001
Broad and Cassel August 1994 - June 1996
Fine Jacobson, Schwartz, Nash & Block June 1993 - August 1994
Skills
Estate Planning, Asset Allocation, Investments, Alternative Investments, Retirement Planning, Equities, Investment Management, Trusts, Fixed Income, Capital Markets, Financial Advisory, High Net Worth...
Education
University of Miami School of Law 1996 — 1999
LL.M., Graduate Program in Estate Planning
University of Miami School of Law 1989 — 1992
JD, Law
University of Miami 1985 — 1989
BA, with honors, (Major, Religious Studies; Minor, Economics)
Michael Naughton Michael Naughton's Bernstein Global Wealth Management Experience April 2008 - August 2012
Job Investment Analyst at The Milestone Group
Industry Investment Management
Experience
The Milestone Group October 2012 - April 2015
Bernstein Global Wealth Management April 2008 - August 2012
The Bonham Group June 2006 - March 2008
United States Golf Association June 2004 - June 2006
University of Notre Dame 2002 - 2004
IMG June 2003 - July 2003
Skills
Strategic Planning, Social Media, Marketing, Sports Marketing, Microsoft Excel, Event Management, Financial Modeling, Public Relations, Customer Service, Fundraising, Public Speaking, Market Research, Data Analysis, Financial Analysis, Research, Marketing Strategy, Investments
Education
University of Notre Dame 2000 — 2004
BBA, Finance
University of Denver - Daniels College of Business 2011 — 2013
MBA, Finance
The Milestone Group October 2012 - April 2015
Bernstein Global Wealth Management April 2008 - August 2012
The Bonham Group June 2006 - March 2008
United States Golf Association June 2004 - June 2006
University of Notre Dame 2002 - 2004
IMG June 2003 - July 2003
Skills
Strategic Planning, Social Media, Marketing, Sports Marketing, Microsoft Excel, Event Management, Financial Modeling, Public Relations, Customer Service, Fundraising, Public Speaking, Market Research, Data Analysis, Financial Analysis, Research, Marketing Strategy, Investments
Education
University of Notre Dame 2000 — 2004
BBA, Finance
University of Denver - Daniels College of Business 2011 — 2013
MBA, Finance
Joanna Cotta Leadbetter Joanna Cotta Leadbetter's Bernstein Global Wealth Management Experience March 2004 - October 2007
Job Founder and Director at The Sculpt Barre
Industry Health, Wellness and Fitness
Experience
The Sculpt Barre January 2010 - Present
JP Morgan October 2007 - April 2010
Bernstein Global Wealth Management March 2004 - October 2007
Fisher Investments July 2002 - February 2004
Skills
Portfolio Management, Equities
Education
University of California, Los Angeles
B.A., Business Economics
The Sculpt Barre January 2010 - Present
JP Morgan October 2007 - April 2010
Bernstein Global Wealth Management March 2004 - October 2007
Fisher Investments July 2002 - February 2004
Skills
Portfolio Management, Equities
Education
University of California, Los Angeles
B.A., Business Economics
Tyler Brock, CFP® Tyler Brock, CFP®'s Bernstein Global Wealth Management Experience June 2005 - August 2009
Job
Industry Investment Management
Experience
Beacon Pointe Wealth Advisors February 2015 - Present
Polaris Wealth Advisers, LLC (Formerly Polaris Equity Management, Inc.) February 2012 - January 2015
US Trust December 2010 - May 2011
The Presidio Group LLC August 2009 - December 2010
Bernstein Global Wealth Management June 2005 - August 2009
Goldman Sachs, SLK Fixed Income Division January 2003 - June 2005
Skills
Investments, Wealth Management, Wealth Management..., Strategic Financial..., Investment Management, High Net Worth..., Securities, Mutual Funds, Investment Strategies, Investment Banking, Financial Modeling, Tax, Retirement Planning, Investment Advisory, Fixed Income, Hedge Funds, Asset Managment, Valuation, Alternative Investments, Series 63, Portfolio Management, Financial Services, Financial Advisory, Asset Allocation, Private Equity, Equities, Series 7, Bonds, Financial Analysis, ETFs, Estate Planning, Venture Capital, 401k, Banking, Bloomberg, Business Development, Emerging Markets, FINRA, Finance, Financial Markets, Wealth, Trading, Retirement, Equity Research, Due Diligence, Derivatives, Capital Markets
Education
University of Colorado at Boulder - Leeds School of Business 1997 — 2001
Bachelor of Science
Marin Catholic High School
Beacon Pointe Wealth Advisors February 2015 - Present
Polaris Wealth Advisers, LLC (Formerly Polaris Equity Management, Inc.) February 2012 - January 2015
US Trust December 2010 - May 2011
The Presidio Group LLC August 2009 - December 2010
Bernstein Global Wealth Management June 2005 - August 2009
Goldman Sachs, SLK Fixed Income Division January 2003 - June 2005
Skills
Investments, Wealth Management, Wealth Management..., Strategic Financial..., Investment Management, High Net Worth..., Securities, Mutual Funds, Investment Strategies, Investment Banking, Financial Modeling, Tax, Retirement Planning, Investment Advisory, Fixed Income, Hedge Funds, Asset Managment, Valuation, Alternative Investments, Series 63, Portfolio Management, Financial Services, Financial Advisory, Asset Allocation, Private Equity, Equities, Series 7, Bonds, Financial Analysis, ETFs, Estate Planning, Venture Capital, 401k, Banking, Bloomberg, Business Development, Emerging Markets, FINRA, Finance, Financial Markets, Wealth, Trading, Retirement, Equity Research, Due Diligence, Derivatives, Capital Markets
Education
University of Colorado at Boulder - Leeds School of Business 1997 — 2001
Bachelor of Science
Marin Catholic High School
Kim Lucier Kim Lucier's Bernstein Global Wealth Management Experience 2004 - 2006
Job Stay at home Mom
Industry Health, Wellness and Fitness
Experience
Workplace Resource CO, A Certified Herman Miller Dealer May 2011 - September 2011
Karma Yoga Center and Colorado Athletic Club June 2010 - April 2011
Young Office October 2007 - May 2009
Glocap Search April 2006 - May 2007
Bernstein Global Wealth Management 2004 - 2006
Skills
Yoga, Salesforce.com, Project Management, Event Planning, Recruiting, Networking
Education
University of California, Santa Cruz 1996 — 1998
BA, History
St. Ignatius - San Francisco, CA 1989 — 1993
Workplace Resource CO, A Certified Herman Miller Dealer May 2011 - September 2011
Karma Yoga Center and Colorado Athletic Club June 2010 - April 2011
Young Office October 2007 - May 2009
Glocap Search April 2006 - May 2007
Bernstein Global Wealth Management 2004 - 2006
Skills
Yoga, Salesforce.com, Project Management, Event Planning, Recruiting, Networking
Education
University of California, Santa Cruz 1996 — 1998
BA, History
St. Ignatius - San Francisco, CA 1989 — 1993
Beverly Steinbook's Bernstein Global Wealth Management Experience January 2012 - Present
Job Associate Officer, Senior Private Client Associate
Industry Financial Services
Experience
Bernstein Global Wealth Management January 2012 - Present
Pelican Harbor Seabird Station August 2014 - Present
Scottrade, Inc January 2008 - January 2012
Skills
Series 63, Series 7, CRM, Finance, Microsoft Excel, Wealth Management..., Microsoft Office, Microsoft Word, Financial Analysis, SharePoint, Goal Oriented, Customer Satisfaction, Retirement Planning, Adobe Acrobat, Teamwork, Professional..., Time Management, RFP, Volunteering, Mathematics, Firm Element, Proposal Writing, Interviewing Skills, Project Management, Investments
Education
Lynn University 2012 — 2015
Master of Business Administration (M.B.A.), Financial Valuation and Portfolio Management, 4.0
University of South Florida
Bachelor of Arts, Economics
Bayshore 1998 — 2002
Bernstein Global Wealth Management January 2012 - Present
Pelican Harbor Seabird Station August 2014 - Present
Scottrade, Inc January 2008 - January 2012
Skills
Series 63, Series 7, CRM, Finance, Microsoft Excel, Wealth Management..., Microsoft Office, Microsoft Word, Financial Analysis, SharePoint, Goal Oriented, Customer Satisfaction, Retirement Planning, Adobe Acrobat, Teamwork, Professional..., Time Management, RFP, Volunteering, Mathematics, Firm Element, Proposal Writing, Interviewing Skills, Project Management, Investments
Education
Lynn University 2012 — 2015
Master of Business Administration (M.B.A.), Financial Valuation and Portfolio Management, 4.0
University of South Florida
Bachelor of Arts, Economics
Bayshore 1998 — 2002
Carol Ying's Bernstein Global Wealth Management Experience November 1999 - April 2003
Job Vice President | Revenue Planning | Sales Strategy | Operations | Performance Management | Education
Industry Internet
Experience
Eyeview February 2015 - Present
Stewart Hall Cooperative May 2011 - Present
MediaMath June 2013 - July 2014
Apex for Youth October 2010 - June 2014
Travelzoo Inc. February 2005 - June 2013
Travelzoo Inc. April 2003 - February 2005
Bernstein Global Wealth Management November 1999 - April 2003
Bernstein Global Wealth Management June 1999 - November 1999
Skills
Lead Generation, Analytics, Strategic Partnerships, Sales Operations, Online Advertising, Digital Media, Salesforce.com, CRM, E-commerce, Account Management, Sales, Marketing, Start-ups, Business Development, Product Management, Sales Commissions, Planning Budgeting &..., Budgeting & Forecasting, Business Strategy, Pricing Strategy, Resource Allocation, Territory Management, Revenue Management
Education
University of Pennsylvania - The Wharton School
Bachelor of Science (BS), Management
University of Pennsylvania
Bachelor of Arts (BA), English, Print Journalism
Eyeview February 2015 - Present
Stewart Hall Cooperative May 2011 - Present
MediaMath June 2013 - July 2014
Apex for Youth October 2010 - June 2014
Travelzoo Inc. February 2005 - June 2013
Travelzoo Inc. April 2003 - February 2005
Bernstein Global Wealth Management November 1999 - April 2003
Bernstein Global Wealth Management June 1999 - November 1999
Skills
Lead Generation, Analytics, Strategic Partnerships, Sales Operations, Online Advertising, Digital Media, Salesforce.com, CRM, E-commerce, Account Management, Sales, Marketing, Start-ups, Business Development, Product Management, Sales Commissions, Planning Budgeting &..., Budgeting & Forecasting, Business Strategy, Pricing Strategy, Resource Allocation, Territory Management, Revenue Management
Education
University of Pennsylvania - The Wharton School
Bachelor of Science (BS), Management
University of Pennsylvania
Bachelor of Arts (BA), English, Print Journalism
Preston Daniells Preston Daniells's Bernstein Global Wealth Management Experience November 2005 - December 2009
Job Financial Advisor at Robert W. Baird & Co.
Industry Financial Services
Experience
Robert W. Baird & Co. September 2011 - Present
Capital Region Financial Group, LLC. February 2010 - August 2011
Bernstein Global Wealth Management November 2005 - December 2009
Skills
Wealth Management, Retirement Planning, Strategic Financial..., Estate Planning, Portfolio Management, Financial Analysis, Securities
Education
University of San Diego 2001 — 2005
Accounting
Robert W. Baird & Co. September 2011 - Present
Capital Region Financial Group, LLC. February 2010 - August 2011
Bernstein Global Wealth Management November 2005 - December 2009
Skills
Wealth Management, Retirement Planning, Strategic Financial..., Estate Planning, Portfolio Management, Financial Analysis, Securities
Education
University of San Diego 2001 — 2005
Accounting
Lisa Piontnica Lisa Piontnica's Bernstein Global Wealth Management Experience June 2014 - Present
Job Private Client Associate at Bernstein Global Wealth Management
Industry Financial Services
Experience
Bernstein Global Wealth Management June 2014 - Present
AllianceBernstein June 2013 - August 2013
PROSPERO Investments Limited (US Division) May 2012 - August 2012
The Law Firm of Allen L. Rothenberg June 2010 - August 2010
First Manhattan Co. July 2008 - August 2008
Skills
Word, Hebrew, PowerPoint, Bloomberg, Microsoft Publisher, Microsoft Excel, Competitive Analysis, Marketing, Editing, New Business Development, Management, Data Analysis, Analysis
Education
University of Pennsylvania - The Wharton School 2010 — 2014
Bachelor of Science (B.S.) in Economics, Concentration in Management, Minor in Psychology
Bernstein Global Wealth Management June 2014 - Present
AllianceBernstein June 2013 - August 2013
PROSPERO Investments Limited (US Division) May 2012 - August 2012
The Law Firm of Allen L. Rothenberg June 2010 - August 2010
First Manhattan Co. July 2008 - August 2008
Skills
Word, Hebrew, PowerPoint, Bloomberg, Microsoft Publisher, Microsoft Excel, Competitive Analysis, Marketing, Editing, New Business Development, Management, Data Analysis, Analysis
Education
University of Pennsylvania - The Wharton School 2010 — 2014
Bachelor of Science (B.S.) in Economics, Concentration in Management, Minor in Psychology
Susannah (Stryk) Pearson Susannah (Stryk) Pearson's Bernstein Global Wealth Management Experience March 2011 - September 2012
Job Home Sales Associate at Taylor Morrison
Industry Real Estate
Experience
Taylor Morrison May 2013 - September 2014
Bernstein Global Wealth Management March 2011 - September 2012
Television & Print Work September 2009 - September 2011
Miami Heat August 2009 - August 2011
The Trump Group November 2009 - November 2010
Stewart Title May 2008 - August 2009
Houston Texans April 2007 - April 2009
TXL Mortgage Company January 2007 - May 2008
Cutting Edge Dance Company September 2005 - October 2006
Houston Rockets June 2002 - June 2006
Skills
Event Planning, Event Management, Marketing, Sports Marketing, PowerPoint, Public Relations, Sports, Microsoft Office, Business Communications, Organizational..., Belly Dance, Hip-Hop Dance, Street Dance, Latin Dance, Jazz Dance, Modern Dance, Contemporary Dance, Classical Ballet, Hyperion Reports, Citrix, Microsoft Office Xp, Encompass
Education
Champions School of Real Estate® 2007 — 2007
Loan Officer, Real Estate Mortgage Loan Originator
University of Houston 2002 — 2006
Bachelor, Science in Interdisciplinary Studies
Taylor Morrison May 2013 - September 2014
Bernstein Global Wealth Management March 2011 - September 2012
Television & Print Work September 2009 - September 2011
Miami Heat August 2009 - August 2011
The Trump Group November 2009 - November 2010
Stewart Title May 2008 - August 2009
Houston Texans April 2007 - April 2009
TXL Mortgage Company January 2007 - May 2008
Cutting Edge Dance Company September 2005 - October 2006
Houston Rockets June 2002 - June 2006
Skills
Event Planning, Event Management, Marketing, Sports Marketing, PowerPoint, Public Relations, Sports, Microsoft Office, Business Communications, Organizational..., Belly Dance, Hip-Hop Dance, Street Dance, Latin Dance, Jazz Dance, Modern Dance, Contemporary Dance, Classical Ballet, Hyperion Reports, Citrix, Microsoft Office Xp, Encompass
Education
Champions School of Real Estate® 2007 — 2007
Loan Officer, Real Estate Mortgage Loan Originator
University of Houston 2002 — 2006
Bachelor, Science in Interdisciplinary Studies
Enrique Wong Enrique Wong's Bernstein Global Wealth Management Experience September 2009 - March 2012
Job Vice President / Regional Manager at Marcus & Millichap
Industry Commercial Real Estate
Experience
Marcus & Millichap March 2012 - Present
Bernstein Global Wealth Management September 2009 - March 2012
National Equity Advisors, Inc. June 2005 - March 2012
National Exchange Advisors 2005 - 2012
Marcus & Millichap 1999 - 2005
Skills
Real Estate, Investments, Equities, Asset Management, Mergers, Financial Planning, Private Equity, Financial Modeling, Negotiation, Venture Capital, Brokerage, Portfolio Management, Securities, Capital Markets, Real Estate Development, Real Estate Investment, Investment Properties, Alternative Investments, Property Management
Education
University of California, Los Angeles 1988 — 1993
Bachelor's, Economics, Business
Crespi
Marcus & Millichap March 2012 - Present
Bernstein Global Wealth Management September 2009 - March 2012
National Equity Advisors, Inc. June 2005 - March 2012
National Exchange Advisors 2005 - 2012
Marcus & Millichap 1999 - 2005
Skills
Real Estate, Investments, Equities, Asset Management, Mergers, Financial Planning, Private Equity, Financial Modeling, Negotiation, Venture Capital, Brokerage, Portfolio Management, Securities, Capital Markets, Real Estate Development, Real Estate Investment, Investment Properties, Alternative Investments, Property Management
Education
University of California, Los Angeles 1988 — 1993
Bachelor's, Economics, Business
Crespi
Jeff Kragel, CPA, CFP Jeff Kragel, CPA, CFP's Bernstein Global Wealth Management Experience 2006 - Present
Job Bernstein Global Wealth Management
Industry Financial Services
Experience
Bernstein Global Wealth Management 2006 - Present
Ernst & Young 2003 - 2006
Skills
Estate Planning, Wealth Management, Financial Analysis, Financial Modeling, Investments, Portfolio Management, Finance, Due Diligence, Equities, Financial Planning, Asset Management, Valuation
Education
University of California, Santa Barbara 2000 — 2004
Bernstein Global Wealth Management 2006 - Present
Ernst & Young 2003 - 2006
Skills
Estate Planning, Wealth Management, Financial Analysis, Financial Modeling, Investments, Portfolio Management, Finance, Due Diligence, Equities, Financial Planning, Asset Management, Valuation
Education
University of California, Santa Barbara 2000 — 2004
Jeffrey Fryer Jeffrey Fryer's Bernstein Global Wealth Management Experience CFOCosmi CorporationFebruary 1995 - June 2008
Job Vice President at Bernstein Global Wealth Management
Industry Financial Services
Experience
Bernstein Global Wealth Management CFOCosmi CorporationFebruary 1995 - June 2008
Education
University of Southern California 1967 — 1971
BS, Accounting & Finance
Bernstein Global Wealth Management CFOCosmi CorporationFebruary 1995 - June 2008
Education
University of Southern California 1967 — 1971
BS, Accounting & Finance
Matthew Teich, CFA, CFP® Matthew Teich, CFA, CFP®'s Bernstein Global Wealth Management Experience January 2012 - May 2014
Job Vice President at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan Private Bank March 2015 - Present
Bessemer Trust May 2014 - March 2015
Bernstein Global Wealth Management January 2012 - May 2014
Bernstein Global Wealth Management July 2009 - January 2012
Bernstein Global Wealth Management July 2007 - June 2009
Bernstein Global Wealth Management June 2004 - June 2007
Skills
Wealth Management, Investment Strategies, Investments, Asset Management, Investment Management, Certified Financial..., Wealth Management..., Retirement, Financial Advisory, Mutual Funds, Personal Finance, Asset Allocation, Equities, Investment Advisory, Series 63, Series 7, Strategic Financial..., Retirement Planning
Education
University of North Carolina at Chapel Hill 1997 — 2001
BA, Economics
Bishop McGuinness High School 1993 — 1997
J.P. Morgan Private Bank March 2015 - Present
Bessemer Trust May 2014 - March 2015
Bernstein Global Wealth Management January 2012 - May 2014
Bernstein Global Wealth Management July 2009 - January 2012
Bernstein Global Wealth Management July 2007 - June 2009
Bernstein Global Wealth Management June 2004 - June 2007
Skills
Wealth Management, Investment Strategies, Investments, Asset Management, Investment Management, Certified Financial..., Wealth Management..., Retirement, Financial Advisory, Mutual Funds, Personal Finance, Asset Allocation, Equities, Investment Advisory, Series 63, Series 7, Strategic Financial..., Retirement Planning
Education
University of North Carolina at Chapel Hill 1997 — 2001
BA, Economics
Bishop McGuinness High School 1993 — 1997
Catherine Higgins Catherine Higgins's Bernstein Global Wealth Management Experience April 2011 - July 2014
Job Business Development Professional at King & Spalding
Industry Legal Services
Experience
King & Spalding August 2014 - Present
Bernstein Global Wealth Management April 2011 - July 2014
Education
University of North Carolina at Chapel Hill 2006 — 2010
Journalism and Mass Communication, Advertising
King & Spalding August 2014 - Present
Bernstein Global Wealth Management April 2011 - July 2014
Education
University of North Carolina at Chapel Hill 2006 — 2010
Journalism and Mass Communication, Advertising
Alfred A. Bunge Alfred A. Bunge's Bernstein Global Wealth Management Experience October 2001 - January 2010
Job Managing Director at J.P.Morgan Private Bank
Industry Financial Services
Experience
J.P. Morgan January 2010 - Present
Bernstein Global Wealth Management October 2001 - January 2010
Education
University of Miami 1995 — 1996
Master of Business Administration (MBA), International Business
U.S. Naval Academy 1984 — 1988
Bachelor of Science (B.S.), Economics
J.P. Morgan January 2010 - Present
Bernstein Global Wealth Management October 2001 - January 2010
Education
University of Miami 1995 — 1996
Master of Business Administration (MBA), International Business
U.S. Naval Academy 1984 — 1988
Bachelor of Science (B.S.), Economics
Valerie Berthelsen Valerie Berthelsen's Bernstein Global Wealth Management Experience 2010 - 2012
Job Experienced Marketing Professional
Industry Oil & Energy
Experience
National Oilwell Varco January 2015 - Present
National Oilwell Varco January 2014 - December 2014
Derrick Equipment June 2012 - December 2013
Bernstein Global Wealth Management 2010 - 2012
Loomis February 2007 - February 2009
Skills
Marketing, Marketing Strategy, Microsoft Excel, Microsoft Office, PowerPoint, Outlook, Business Development, Customer Service, Strategic Planning, Project Management, Microsoft Word, Leadership, Business Strategy, SharePoint, Project Planning, Market Research, Marketing Communications, Advertising, Management
Education
University of Houston-Downtown 2008 — 2012
Bachelor of Business Administration (B.B.A.), Marketing
National Oilwell Varco January 2015 - Present
National Oilwell Varco January 2014 - December 2014
Derrick Equipment June 2012 - December 2013
Bernstein Global Wealth Management 2010 - 2012
Loomis February 2007 - February 2009
Skills
Marketing, Marketing Strategy, Microsoft Excel, Microsoft Office, PowerPoint, Outlook, Business Development, Customer Service, Strategic Planning, Project Management, Microsoft Word, Leadership, Business Strategy, SharePoint, Project Planning, Market Research, Marketing Communications, Advertising, Management
Education
University of Houston-Downtown 2008 — 2012
Bachelor of Business Administration (B.B.A.), Marketing
Jeff Gregorio Jeff Gregorio's Bernstein Global Wealth Management Experience July 2004 - February 2013
Job Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch April 2013 - Present
Bernstein Global Wealth Management July 2004 - February 2013
AllianceBernstein July 2004 - February 2013
Skills
Asset Managment, Charitable Gift Planning, Charitable Trusts, College Savings Plans, Concentrated Stock..., Dynamic Asset Allocation, Equity Trading, Financial Advisory, Financial Analysis, Financial Markets, Financial Modeling, Financial Risk, Fixed Income, High Net Worth..., Intergenerational..., Investment Advisory, Investment Management, Municipal Bonds, Personal Finance, Retirement Benefits, Retirement Planning, Retirement Savings, Strategic Partnerships, Wealth Accumulation..., Wealth Management, Asset Management, Strategic Financial..., Asset Allocation, Alternative Investments, Institutional..., Wealth Management..., Private Equity, Securities, Trading, Equity Research, Series 63, Investments, Wealth, Mutual Funds, Tax, Hedge Funds, ETFs, Investment Strategies, Portfolio Management, Investment Banking, Bonds, Equities, Estate Planning, Finance, Capital Markets
Education
University of Pennsylvania 1996 — 2001
BA, International Relations
Merrill Lynch April 2013 - Present
Bernstein Global Wealth Management July 2004 - February 2013
AllianceBernstein July 2004 - February 2013
Skills
Asset Managment, Charitable Gift Planning, Charitable Trusts, College Savings Plans, Concentrated Stock..., Dynamic Asset Allocation, Equity Trading, Financial Advisory, Financial Analysis, Financial Markets, Financial Modeling, Financial Risk, Fixed Income, High Net Worth..., Intergenerational..., Investment Advisory, Investment Management, Municipal Bonds, Personal Finance, Retirement Benefits, Retirement Planning, Retirement Savings, Strategic Partnerships, Wealth Accumulation..., Wealth Management, Asset Management, Strategic Financial..., Asset Allocation, Alternative Investments, Institutional..., Wealth Management..., Private Equity, Securities, Trading, Equity Research, Series 63, Investments, Wealth, Mutual Funds, Tax, Hedge Funds, ETFs, Investment Strategies, Portfolio Management, Investment Banking, Bonds, Equities, Estate Planning, Finance, Capital Markets
Education
University of Pennsylvania 1996 — 2001
BA, International Relations
Craig Stewart Craig Stewart's Bernstein Global Wealth Management Experience January 2012 - Present
Job Vice President, Private Client Group at Bernstein Global Wealth Management
Industry Financial Services
Experience
Bernstein Global Wealth Management January 2012 - Present
National Museum of Americans in Wartime July 2007 - January 2012
Episcopal High School July 1997 - July 2007
Education
University of North Carolina at Chapel Hill 1977 — 1979
MBA, Business
University of North Carolina at Chapel Hill 1970 — 1974
BA, American Studies
Episcopal High School 1967 — 1970
Bernstein Global Wealth Management January 2012 - Present
National Museum of Americans in Wartime July 2007 - January 2012
Episcopal High School July 1997 - July 2007
Education
University of North Carolina at Chapel Hill 1977 — 1979
MBA, Business
University of North Carolina at Chapel Hill 1970 — 1974
BA, American Studies
Episcopal High School 1967 — 1970
Breana Cole's Bernstein Global Wealth Management Experience August 2012 - Present
Job Senior Private Client Associate at Bernstein
Industry Financial Services
Experience
Bernstein Global Wealth Management August 2012 - Present
IPS Strategic Capital January 2009 - August 2012
IPS Strategic Capital January 2009 - May 2009
Summit Insurance December 2005 - December 2008
Skills
Microsoft Excel, Investments, Financial Modeling, Microsoft Office, Financial Analysis, Management, Finance, Portfolio Management, PowerPoint, Data Analysis, Wealth Management
Education
University of Denver - Daniels College of Business 2009 — 2010
Masters of Science, Finance
University of Denver - Daniels College of Business 2005 — 2009
BSBA, Finance and Real Estae
Institute of American Universities 2007 — 2007
Study Abroad
Bernstein Global Wealth Management August 2012 - Present
IPS Strategic Capital January 2009 - August 2012
IPS Strategic Capital January 2009 - May 2009
Summit Insurance December 2005 - December 2008
Skills
Microsoft Excel, Investments, Financial Modeling, Microsoft Office, Financial Analysis, Management, Finance, Portfolio Management, PowerPoint, Data Analysis, Wealth Management
Education
University of Denver - Daniels College of Business 2009 — 2010
Masters of Science, Finance
University of Denver - Daniels College of Business 2005 — 2009
BSBA, Finance and Real Estae
Institute of American Universities 2007 — 2007
Study Abroad
Bonni Rosen Bonni Rosen's Bernstein Global Wealth Management Experience June 2004 - September 2010
Job Director, Investor Relations
Industry Real Estate
Experience
VEREIT, Inc. January 2011 - Present
Bernstein Global Wealth Management June 2004 - September 2010
Skills
Series 7, Series 63, Wealth Management, Capital Markets, Alternative Investments, REIT, Commercial Real Estate, Investments, Equities, Fixed Income, Asset Allocation, GRATs
Education
University of Florida 2000 — 2004
Bachelor of Science (B.S.), Finance, General
Lake Mary High School
VEREIT, Inc. January 2011 - Present
Bernstein Global Wealth Management June 2004 - September 2010
Skills
Series 7, Series 63, Wealth Management, Capital Markets, Alternative Investments, REIT, Commercial Real Estate, Investments, Equities, Fixed Income, Asset Allocation, GRATs
Education
University of Florida 2000 — 2004
Bachelor of Science (B.S.), Finance, General
Lake Mary High School
Alex Barrios's Bernstein Global Wealth Management Experience January 2012 - June 2013
Job virtual Regional Vice President at Transamerica
Industry Financial Services
Experience
Transamerica April 2015 - Present
brief. September 2012 - Present
Transamerica June 2013 - April 2015
Bernstein Global Wealth Management January 2012 - June 2013
Janus Capital Group February 2010 - November 2011
RBC Wealth Management January 2009 - February 2010
Colorado Market March 2005 - January 2009
Red Bull Energy August 2002 - September 2004
Skills
Leadership, Public Speaking, Sales, Investments, CRM, Team Leadership, Management, Start-ups, Mutual Funds, Customer Service, Asset Allocation, Strategic Planning, Asset Management, Training, Marketing Strategy, Recruiting, Sales Management, Creative Problem Solving, Series 7, Sales Operations, Selling, Insurance, US Equities, Bonds, Municipal Bonds, Emerging Debt, Fracture, Oil & Gas
Education
University of Colorado Boulder 2000 — 2004
Bachelor of Arts and Sciences, Communication, Spanish
Transamerica April 2015 - Present
brief. September 2012 - Present
Transamerica June 2013 - April 2015
Bernstein Global Wealth Management January 2012 - June 2013
Janus Capital Group February 2010 - November 2011
RBC Wealth Management January 2009 - February 2010
Colorado Market March 2005 - January 2009
Red Bull Energy August 2002 - September 2004
Skills
Leadership, Public Speaking, Sales, Investments, CRM, Team Leadership, Management, Start-ups, Mutual Funds, Customer Service, Asset Allocation, Strategic Planning, Asset Management, Training, Marketing Strategy, Recruiting, Sales Management, Creative Problem Solving, Series 7, Sales Operations, Selling, Insurance, US Equities, Bonds, Municipal Bonds, Emerging Debt, Fracture, Oil & Gas
Education
University of Colorado Boulder 2000 — 2004
Bachelor of Arts and Sciences, Communication, Spanish
Carly Bonet Carly Bonet's Bernstein Global Wealth Management Experience August 2007 - July 2010
Job maharam, sales
Industry Textiles
Kirk Michie's Bernstein Global Wealth Management Experience October 2014 - Present
Job Financial Advisor at Bernstein Global Wealth Management
Industry Investment Management
Experience
Bernstein Global Wealth Management October 2014 - Present
Tiburon Strategic Advisors April 2004 - Present
Triton Pacific Capital Partners November 2007 - October 2014
Candor Advisors April 2007 - October 2014
Lenox Advisors March 2006 - April 2007
Osborne Partners Capital Management August 2002 - November 2005
Bessemer Trust August 2001 - August 2002
Wells Fargo Private Client Services 2000 - 2001
Kayne Anderson Rudnick 1998 - 2000
Sanford C. Bernstein & Co., Inc. 1993 - 1998
Skills
Public Speaking, Fundraising, Investor Relations, Asset Management, Sales Management, Alternative Investments, Wealth Management, Investments, Asset Allocation, Retirement Planning, Financial Advisory, Portfolio Management, Hedge Funds, Private Equity, Mergers, Private Placements, Series 7, Venture Capital, Due Diligence, Capital Markets, Financial Modeling, Financial Markets, Investment Strategies, Investment Advisory, Asset Managment, Mergers & Acquisitions, Management Consulting, Investment Management, High Net Worth..., Self-driven, Business Development, Strategy, Financial Services, Corporate Development, Executive Management, Finance, Valuation, Funding, Mutual Funds, Securities, Estate Planning, Equities, LBO, Wealth Management..., Fund Of Funds, Financial Structuring, Fixed Income, Strategic Financial..., IPO, Corporate Finance
Education
University of Southern California 1982 — 1984
BS
Bernstein Global Wealth Management October 2014 - Present
Tiburon Strategic Advisors April 2004 - Present
Triton Pacific Capital Partners November 2007 - October 2014
Candor Advisors April 2007 - October 2014
Lenox Advisors March 2006 - April 2007
Osborne Partners Capital Management August 2002 - November 2005
Bessemer Trust August 2001 - August 2002
Wells Fargo Private Client Services 2000 - 2001
Kayne Anderson Rudnick 1998 - 2000
Sanford C. Bernstein & Co., Inc. 1993 - 1998
Skills
Public Speaking, Fundraising, Investor Relations, Asset Management, Sales Management, Alternative Investments, Wealth Management, Investments, Asset Allocation, Retirement Planning, Financial Advisory, Portfolio Management, Hedge Funds, Private Equity, Mergers, Private Placements, Series 7, Venture Capital, Due Diligence, Capital Markets, Financial Modeling, Financial Markets, Investment Strategies, Investment Advisory, Asset Managment, Mergers & Acquisitions, Management Consulting, Investment Management, High Net Worth..., Self-driven, Business Development, Strategy, Financial Services, Corporate Development, Executive Management, Finance, Valuation, Funding, Mutual Funds, Securities, Estate Planning, Equities, LBO, Wealth Management..., Fund Of Funds, Financial Structuring, Fixed Income, Strategic Financial..., IPO, Corporate Finance
Education
University of Southern California 1982 — 1984
BS
Stacey Mangold Stacey Mangold's Bernstein Global Wealth Management Experience January 2015 - July 2015
Job Site Coordinator at AmeriCorps Reading Parnters
Industry Human Resources
Experience
AmeriCorps - Reading Partners August 2015 - Present
Bernstein Global Wealth Management January 2015 - July 2015
Bernstein Global Wealth Management April 2013 - January 2015
Tutor Doctor January 2012 - June 2013
Nanny Anytime January 2012 - June 2012
Common grounds coffee May 2008 - August 2011
Cafe Mediterranee 2008 - August 2008
Pinecrest Elementary School June 2007 - August 2007
Skills
Customer Service, Invoicing, Process Scheduler, Customer Satisfaction, Management, Microsoft Excel, Microsoft Office, PowerPoint, Social Networking, Teaching, Microsoft Word
Education
UC Davis 2010 — 2012
Master's degree, Education
UC Davis 2006 — 2010
Bachelor of Science (B.S.), Human Development and Family Studies, General
AmeriCorps - Reading Partners August 2015 - Present
Bernstein Global Wealth Management January 2015 - July 2015
Bernstein Global Wealth Management April 2013 - January 2015
Tutor Doctor January 2012 - June 2013
Nanny Anytime January 2012 - June 2012
Common grounds coffee May 2008 - August 2011
Cafe Mediterranee 2008 - August 2008
Pinecrest Elementary School June 2007 - August 2007
Skills
Customer Service, Invoicing, Process Scheduler, Customer Satisfaction, Management, Microsoft Excel, Microsoft Office, PowerPoint, Social Networking, Teaching, Microsoft Word
Education
UC Davis 2010 — 2012
Master's degree, Education
UC Davis 2006 — 2010
Bachelor of Science (B.S.), Human Development and Family Studies, General
Tomeka Brown, CFP® Tomeka Brown, CFP®'s Bernstein Global Wealth Management Experience September 2007 - March 2012
Job Wealth Management Advisor at TIAACREF
Industry Investment Management
Experience
TIAA-CREF March 2012 - Present
Bernstein Global Wealth Management September 2007 - March 2012
Skills
Financial Analysis, Financial Modeling, Investments, Wealth Management, Program Management, Portfolio Management, Management, Asset Management, Series 7, Uniform Combined State..., Financial Planning, Corporate Finance, Financial Services, Variance Analysis, Life & Health Insurance..., Annuity Sales, Certified Financial...
Education
University of Maryland - Robert H. Smith School of Business 2009 — 2011
Master of Business Administration (MBA), Finance, General
Drexel University - College of Business and Administration 2002 — 2007
Bachelor of Science (BS), Business Administration and Management, General
TIAA-CREF March 2012 - Present
Bernstein Global Wealth Management September 2007 - March 2012
Skills
Financial Analysis, Financial Modeling, Investments, Wealth Management, Program Management, Portfolio Management, Management, Asset Management, Series 7, Uniform Combined State..., Financial Planning, Corporate Finance, Financial Services, Variance Analysis, Life & Health Insurance..., Annuity Sales, Certified Financial...
Education
University of Maryland - Robert H. Smith School of Business 2009 — 2011
Master of Business Administration (MBA), Finance, General
Drexel University - College of Business and Administration 2002 — 2007
Bachelor of Science (BS), Business Administration and Management, General
Siri Hinze Siri Hinze's Bernstein Global Wealth Management Experience July 2010 - July 2013
Job Project Management Business Analyst Private Bank
Industry Financial Services
Experience
J.P. Morgan May 2015 - Present
J.P. Morgan July 2013 - May 2015
Bernstein Global Wealth Management July 2010 - July 2013
Bernstein Global Wealth Management July 2007 - July 2010
Hunting Energy Services May 2006 - August 2006
Skills
Series 7, Series 63, Asset Allocation, Asset Managment, Investments, Alternative Investments, Wealth Management, Financial Modeling, Valuation, Equities, Retirement Planning, Portfolio Management, Mutual Funds, High Net Worth...
Education
University of Oklahoma 2003 — 2007
BBA, Management
J.P. Morgan May 2015 - Present
J.P. Morgan July 2013 - May 2015
Bernstein Global Wealth Management July 2010 - July 2013
Bernstein Global Wealth Management July 2007 - July 2010
Hunting Energy Services May 2006 - August 2006
Skills
Series 7, Series 63, Asset Allocation, Asset Managment, Investments, Alternative Investments, Wealth Management, Financial Modeling, Valuation, Equities, Retirement Planning, Portfolio Management, Mutual Funds, High Net Worth...
Education
University of Oklahoma 2003 — 2007
BBA, Management
Annelise Docel's Bernstein Global Wealth Management Experience November 2013 - June 2015
Job Equity Research Associate
Industry Financial Services
Experience
William Blair & Company August 2015 - Present
Bernstein Global Wealth Management November 2013 - June 2015
Chicago Trading Company May 2013 - August 2013
University of Illinois at Urbana-Champaign August 2009 - May 2013
Carle Foundation Hospital September 2011 - January 2013
The Winter Club of Lake Forest May 2010 - August 2012
Skills
Series 7, Series 63, Options Strategies, Trading, Data Analysis, Project Management, Matlab, Bloomberg, Efficiency
Education
University of Illinois at Urbana-Champaign 2009 — 2013
Bachelor of Science (BS), Bioengineering
Adlai E. Stevenson High School 2005 — 2009
William Blair & Company August 2015 - Present
Bernstein Global Wealth Management November 2013 - June 2015
Chicago Trading Company May 2013 - August 2013
University of Illinois at Urbana-Champaign August 2009 - May 2013
Carle Foundation Hospital September 2011 - January 2013
The Winter Club of Lake Forest May 2010 - August 2012
Skills
Series 7, Series 63, Options Strategies, Trading, Data Analysis, Project Management, Matlab, Bloomberg, Efficiency
Education
University of Illinois at Urbana-Champaign 2009 — 2013
Bachelor of Science (BS), Bioengineering
Adlai E. Stevenson High School 2005 — 2009
Kate Atty Kate Atty's Bernstein Global Wealth Management Experience February 2010 - August 2013
Job Director of Marketing at Persio
Industry Marketing and Advertising
Experience
Persio 2013 - Present
Bernstein Global Wealth Management February 2010 - August 2013
Bernstein Global Wealth Management September 2008 - February 2010
Bernstein Global Wealth Management August 2007 - September 2008
Skills
Series 7, Asset Managment, Asset Allocation, Contract Negotiation, Marketing Strategy, Business Development, Marketing Communications, Product Marketing, Series 63, Budget Forecasts, Metrics Reporting, Wealth Management, Investment Strategies, Alternative Investments, Asset Management, Investments
Education
University of Colorado at Boulder 2001 — 2005
Bachelors of Science, Advertising, 3.7 GPA, With Honors
EBC International, Buenos Aires, Argentina 2005 — 2005
TEFL Certificate, Education
Pablo de Olavide University, Seville, Spain 2004 — 2004
Spanish Art and Culture
Persio 2013 - Present
Bernstein Global Wealth Management February 2010 - August 2013
Bernstein Global Wealth Management September 2008 - February 2010
Bernstein Global Wealth Management August 2007 - September 2008
Skills
Series 7, Asset Managment, Asset Allocation, Contract Negotiation, Marketing Strategy, Business Development, Marketing Communications, Product Marketing, Series 63, Budget Forecasts, Metrics Reporting, Wealth Management, Investment Strategies, Alternative Investments, Asset Management, Investments
Education
University of Colorado at Boulder 2001 — 2005
Bachelors of Science, Advertising, 3.7 GPA, With Honors
EBC International, Buenos Aires, Argentina 2005 — 2005
TEFL Certificate, Education
Pablo de Olavide University, Seville, Spain 2004 — 2004
Spanish Art and Culture
W. Chris Hamm W. Chris Hamm's Bernstein Global Wealth Management Experience 2010 - 2012
Job Executive Vice President at Independent Financial Partners
Industry Financial Services
Experience
Independent Financial Partners (IFP) 2012 - Present
Bernstein Global Wealth Management 2010 - 2012
Skills
Series 7, Series 63, Series 65, Wealth Management, Investment Advisory, Estate Planning, Financial Advisory, FINRA, Investment Management, Uniform Combined State..., Finance, Retirement, 401k, ETFs, Financial Services, Due Diligence, Equity Valuation, Options
Education
University of Florida 2009 — 2010
Master of Science, Finance
University of Florida 2005 — 2009
Bachelor of Science, Finance
Independent Financial Partners (IFP) 2012 - Present
Bernstein Global Wealth Management 2010 - 2012
Skills
Series 7, Series 63, Series 65, Wealth Management, Investment Advisory, Estate Planning, Financial Advisory, FINRA, Investment Management, Uniform Combined State..., Finance, Retirement, 401k, ETFs, Financial Services, Due Diligence, Equity Valuation, Options
Education
University of Florida 2009 — 2010
Master of Science, Finance
University of Florida 2005 — 2009
Bachelor of Science, Finance
Jennifer Nowierski's Bernstein Global Wealth Management Experience June 2010 - August 2010
Job Replenishment Expert Merchandise Planning Operations at Target
Industry Retail
Experience
Target September 2014 - Present
Target June 2012 - Present
Target June 2011 - August 2011
Bernstein Global Wealth Management June 2010 - August 2010
Skills
Inventory Management, Data Analysis, Market Research, Analysis, Microsoft Excel, Forecasting, Business Strategy, Retail, Financial Analysis, PowerPoint, Microsoft Office, Merchandising, Leadership, Microsoft Word, Business Analysis, Strategic Planning, Research
Education
University of Michigan - Stephen M. Ross School of Business 2008 — 2012
Bachelor of Business Administration (BBA), Finance, General
Target September 2014 - Present
Target June 2012 - Present
Target June 2011 - August 2011
Bernstein Global Wealth Management June 2010 - August 2010
Skills
Inventory Management, Data Analysis, Market Research, Analysis, Microsoft Excel, Forecasting, Business Strategy, Retail, Financial Analysis, PowerPoint, Microsoft Office, Merchandising, Leadership, Microsoft Word, Business Analysis, Strategic Planning, Research
Education
University of Michigan - Stephen M. Ross School of Business 2008 — 2012
Bachelor of Business Administration (BBA), Finance, General
Jared Davidson's Bernstein Global Wealth Management Experience June 2011 - February 2014
Job Analyst at KKR
Industry Investment Management
Experience
KKR April 2015 - Present
GCM Grosvenor March 2014 - March 2015
Bernstein Global Wealth Management June 2011 - February 2014
H2GoBlue, LLC July 2009 - May 2011
Family Management Corporation June 2010 - August 2010
Skills
Series 7, Series 63, Sales, Hedge Funds, Microsoft Office, Athlete Representation, Asset Management, Wealth Management, Financial Advisory, Investment Management, Equities, Asset Allocation, Fixed Income, Alternative Investments, Investment Strategies, Business Strategy, Financial Modeling
Education
University of Michigan 2007 — 2011
Bachelor of Arts (B.A.), Economics
KKR April 2015 - Present
GCM Grosvenor March 2014 - March 2015
Bernstein Global Wealth Management June 2011 - February 2014
H2GoBlue, LLC July 2009 - May 2011
Family Management Corporation June 2010 - August 2010
Skills
Series 7, Series 63, Sales, Hedge Funds, Microsoft Office, Athlete Representation, Asset Management, Wealth Management, Financial Advisory, Investment Management, Equities, Asset Allocation, Fixed Income, Alternative Investments, Investment Strategies, Business Strategy, Financial Modeling
Education
University of Michigan 2007 — 2011
Bachelor of Arts (B.A.), Economics
David Finkel David Finkel's Bernstein Global Wealth Management Experience February 2014 - Present
Job Vice President, Graphic Design at Bernstein Global Wealth Management
Industry Financial Services
Experience
Bernstein Global Wealth Management February 2014 - Present
Artio Global Investors September 2008 - June 2013
J&W Seligman Investments June 2007 - August 2008
Brand Pharm February 2005 - June 2007
Colgate-Palmolive April 2004 - February 2005
Pioneer Investments August 2003 - April 2004
Thomson & Thomson February 2003 - August 2003
Skills
Adobe Creative Suite, Graphics, QuarkXPress, InDesign, Graphic Design, Creative Direction, Brochures, Photoshop, Flash, Dreamweaver/HTML, Illustrator, Microsoft Office, Adobe Acrobat, Visual Communication, Art Direction, Corporate Identity, Layout, Logo Design, SharePoint, ExactTarget
Education
University of Connecticut 1996 — 2000
Bachelor of Arts, Visual Communications
Bernstein Global Wealth Management February 2014 - Present
Artio Global Investors September 2008 - June 2013
J&W Seligman Investments June 2007 - August 2008
Brand Pharm February 2005 - June 2007
Colgate-Palmolive April 2004 - February 2005
Pioneer Investments August 2003 - April 2004
Thomson & Thomson February 2003 - August 2003
Skills
Adobe Creative Suite, Graphics, QuarkXPress, InDesign, Graphic Design, Creative Direction, Brochures, Photoshop, Flash, Dreamweaver/HTML, Illustrator, Microsoft Office, Adobe Acrobat, Visual Communication, Art Direction, Corporate Identity, Layout, Logo Design, SharePoint, ExactTarget
Education
University of Connecticut 1996 — 2000
Bachelor of Arts, Visual Communications
Stacie Jacobsen Stacie Jacobsen's Bernstein Global Wealth Management Experience February 2001 - Present
Job Vice President, Specialist Wealth Management Research at Bernstein Global Wealth Management
Industry Investment Management
Experience
Bernstein Global Wealth Management February 2001 - Present
Education
University of Southern California - Marshall School of Business 2006 — 2009
Master of Business Administration (MBA), Finance and Financial Management Services
University of Colorado at Boulder
Bachelor of Science (BS), Finance
Bernstein Global Wealth Management February 2001 - Present
Education
University of Southern California - Marshall School of Business 2006 — 2009
Master of Business Administration (MBA), Finance and Financial Management Services
University of Colorado at Boulder
Bachelor of Science (BS), Finance
Robert Fulkus's Bernstein Global Wealth Management Experience October 2007 - April 2009
Job
Industry Medical Devices
Experience
Biosense Webster March 2010 - Present
St. Jude Medical April 2009 - December 2009
Bernstein Global Wealth Management October 2007 - April 2009
Biosense Webster May 2002 - October 2007
Viacirq, Inc. May 2001 - May 2002
United States Surgical Corporation May 1994 - May 2001
Skills
Sales, Medical Devices, Sales Operations, Sales Management, Capital Equipment, Hardware Diagnostics, Operating Room, Urology, Product Marketing, FDA, Cardiology, Interventional Radiology, Market Development, Electrophysiology, Product Development, Product Launch, Sales Effectiveness, Interventional..., Cath Lab, Disposables, Hospitals, Vascular, Surgery, Selling, Healthcare, Medical Imaging, Strategic Planning, Pharmaceutical Sales, Clinical Research, Orthopedic, Cross-functional Team...
Education
University of Florida 1985 — 1990
B.S., Health
Biosense Webster March 2010 - Present
St. Jude Medical April 2009 - December 2009
Bernstein Global Wealth Management October 2007 - April 2009
Biosense Webster May 2002 - October 2007
Viacirq, Inc. May 2001 - May 2002
United States Surgical Corporation May 1994 - May 2001
Skills
Sales, Medical Devices, Sales Operations, Sales Management, Capital Equipment, Hardware Diagnostics, Operating Room, Urology, Product Marketing, FDA, Cardiology, Interventional Radiology, Market Development, Electrophysiology, Product Development, Product Launch, Sales Effectiveness, Interventional..., Cath Lab, Disposables, Hospitals, Vascular, Surgery, Selling, Healthcare, Medical Imaging, Strategic Planning, Pharmaceutical Sales, Clinical Research, Orthopedic, Cross-functional Team...
Education
University of Florida 1985 — 1990
B.S., Health
Meghan DeGroot Meghan DeGroot's Bernstein Global Wealth Management Experience November 2008 - August 2011
Job Portfolio Manager at Sand Hill Global Advisors
Industry Financial Services
Experience
Sand Hill Global Advisors October 2012 - June 2014
SharesPost August 2011 - March 2012
Bernstein Global Wealth Management November 2008 - August 2011
Fisher Investments June 2006 - September 2008
Skills
CFA Level II Candidate, Fixed Income, Series 7, Series 63, Asset Managment, Investments, Investment Strategies, Asset Allocation, Equities, Wealth Management, Portfolio Management, Investment Advisory, Mutual Funds
Education
University of Georgia - Terry College of Business 2002 — 2006
BBA, International Business, Spanish
University of Valencia
Bachelor's Degree, Business/Spanish
Sand Hill Global Advisors October 2012 - June 2014
SharesPost August 2011 - March 2012
Bernstein Global Wealth Management November 2008 - August 2011
Fisher Investments June 2006 - September 2008
Skills
CFA Level II Candidate, Fixed Income, Series 7, Series 63, Asset Managment, Investments, Investment Strategies, Asset Allocation, Equities, Wealth Management, Portfolio Management, Investment Advisory, Mutual Funds
Education
University of Georgia - Terry College of Business 2002 — 2006
BBA, International Business, Spanish
University of Valencia
Bachelor's Degree, Business/Spanish
Emilee Enders's Bernstein Global Wealth Management Experience July 2014 - February 2015
Job PR Manager at Danielle Smith SF
Industry Fine Art
Experience
Danielle Smith SF March 2015 - Present
Bernstein Global Wealth Management July 2014 - February 2015
Franklin Bowles Galleries November 2012 - July 2014
Franklin Bowles Galleries August 2012 - November 2012
Franklin Bowles Gallery June 2011 - July 2012
Candace Barnes Antiques January 2011 - June 2011
Museum of Contemporary Art Denver August 2010 - December 2010
Brasserie 1010 August 2008 - November 2010
St. Aidan's Episcopal Church March 2010 - March 2010
Boulder Museum of Contemporary Art February 2010 - February 2010
Skills
Microsoft Office, Event Planning, Art History, Writing, Galleries, Social Media, Event Management, Research, Marketing, Photoshop, Adobe Creative Suite, Sales, Art, Management, Social Media Marketing, Advertising
Education
University of Colorado Boulder 2006 — 2010
B.S., English, Art History
Richmond University 2009 — 2009
Art History, Italian, Fashion
Danielle Smith SF March 2015 - Present
Bernstein Global Wealth Management July 2014 - February 2015
Franklin Bowles Galleries November 2012 - July 2014
Franklin Bowles Galleries August 2012 - November 2012
Franklin Bowles Gallery June 2011 - July 2012
Candace Barnes Antiques January 2011 - June 2011
Museum of Contemporary Art Denver August 2010 - December 2010
Brasserie 1010 August 2008 - November 2010
St. Aidan's Episcopal Church March 2010 - March 2010
Boulder Museum of Contemporary Art February 2010 - February 2010
Skills
Microsoft Office, Event Planning, Art History, Writing, Galleries, Social Media, Event Management, Research, Marketing, Photoshop, Adobe Creative Suite, Sales, Art, Management, Social Media Marketing, Advertising
Education
University of Colorado Boulder 2006 — 2010
B.S., English, Art History
Richmond University 2009 — 2009
Art History, Italian, Fashion
Tiffany Geiser's Bernstein Global Wealth Management Experience February 2011 - September 2011
Job Associate
Industry Financial Services
Experience
Bernstein Global Wealth Management February 2011 - September 2011
TSMR Properties May 2010 - January 2011
UBS Wealth Management November 2008 - May 2009
UBS Wealth Management July 2007 - May 2009
Skills
Due Diligence, Valuation, Alternative Investments, Series 7, Financial Reporting, Financial Modeling, Financial Analysis
Education
University of Southern California 2004 — 2007
BA, International Relations, Finance
Bernstein Global Wealth Management February 2011 - September 2011
TSMR Properties May 2010 - January 2011
UBS Wealth Management November 2008 - May 2009
UBS Wealth Management July 2007 - May 2009
Skills
Due Diligence, Valuation, Alternative Investments, Series 7, Financial Reporting, Financial Modeling, Financial Analysis
Education
University of Southern California 2004 — 2007
BA, International Relations, Finance
Trevor Bryant, CFA, CFP®'s Bernstein Global Wealth Management Experience October 2006 - November 2008
Job Director at RGT Wealth Advisors
Industry Financial Services
Experience
RGT Wealth Advisors July 2013 - Present
Barclays November 2008 - July 2013
Bernstein Global Wealth Management October 2006 - November 2008
Bank of America April 2001 - December 2005
Education
University of Florida
BS, Business Administration and Management, General
RGT Wealth Advisors July 2013 - Present
Barclays November 2008 - July 2013
Bernstein Global Wealth Management October 2006 - November 2008
Bank of America April 2001 - December 2005
Education
University of Florida
BS, Business Administration and Management, General
Leslie Grant Leslie Grant's Bernstein Global Wealth Management Experience 2008 - 2011
Job Director and Senior Private Banker at CTC | myCFO
Industry Financial Services
Experience
CTC myCFO November 2011 - Present
Bernstein Global Wealth Management 2008 - 2011
GE Capital 2005 - 2008
GECAS (GE Capital Aviation Services) 2001 - 2005
Heller Financial, Inc. 1986 - 2001
Skills
Private Equity, Alternative Investments, Portfolio Management, Due Diligence, Investments, Corporate Development, High Net Worth..., Corporate Finance, Wealth Management..., Equities, Restructuring, Investment Banking, Investment Properties, Leadership, Strategic Financial..., Asset Managment, Investment Advisory, Loans, Cash Flow, Fixed Income, Investment Strategies, Financial Structuring, Banking, Structured Finance, Financial Analysis, Hedge Funds, New Business Development, Private Banking, Executive Management, Investment Management, Financial Modeling, Wealth Management, Financial Services, Retirement Planning, Risk Management, Mergers, Mutual Funds, Estate Planning, Securities, Credit Analysis, Mergers & Acquisitions, Cash Management, Financial Risk, Credit, Series 7, Capital Markets, Finance, Valuation, Series 63, Venture Capital
Education
University of Pennsylvania - The Wharton School 1980 — 1983
M.B.A., Finance
Wellesley College 1975 — 1978
B.A., Economics
CTC myCFO November 2011 - Present
Bernstein Global Wealth Management 2008 - 2011
GE Capital 2005 - 2008
GECAS (GE Capital Aviation Services) 2001 - 2005
Heller Financial, Inc. 1986 - 2001
Skills
Private Equity, Alternative Investments, Portfolio Management, Due Diligence, Investments, Corporate Development, High Net Worth..., Corporate Finance, Wealth Management..., Equities, Restructuring, Investment Banking, Investment Properties, Leadership, Strategic Financial..., Asset Managment, Investment Advisory, Loans, Cash Flow, Fixed Income, Investment Strategies, Financial Structuring, Banking, Structured Finance, Financial Analysis, Hedge Funds, New Business Development, Private Banking, Executive Management, Investment Management, Financial Modeling, Wealth Management, Financial Services, Retirement Planning, Risk Management, Mergers, Mutual Funds, Estate Planning, Securities, Credit Analysis, Mergers & Acquisitions, Cash Management, Financial Risk, Credit, Series 7, Capital Markets, Finance, Valuation, Series 63, Venture Capital
Education
University of Pennsylvania - The Wharton School 1980 — 1983
M.B.A., Finance
Wellesley College 1975 — 1978
B.A., Economics
Nicole Kovach's Bernstein Global Wealth Management Experience August 2011 - October 2013
Job Executive Assistant to CEO at Driver Group, L.L.C.
Industry Biotechnology
Experience
Driver Group, L.L.C. August 2015 - Present
ICONIQ Capital November 2013 - July 2015
Bernstein Global Wealth Management August 2011 - October 2013
Triage Consulting Group January 2010 - August 2011
Moss Adams LLP April 2008 - November 2009
Skills
•Proficient in..., Series 63, Series 7, Financial Modeling, Financial Analysis, Data Analysis, Financial Reporting, Microsoft Excel, Analysis, Alternative Investments, Asset Allocation, PowerPoint, Investments, Portfolio Management, Finance, Microsoft Office, Project Management
Education
University of California, San Diego 2004 — 2008
BA, Economics
Driver Group, L.L.C. August 2015 - Present
ICONIQ Capital November 2013 - July 2015
Bernstein Global Wealth Management August 2011 - October 2013
Triage Consulting Group January 2010 - August 2011
Moss Adams LLP April 2008 - November 2009
Skills
•Proficient in..., Series 63, Series 7, Financial Modeling, Financial Analysis, Data Analysis, Financial Reporting, Microsoft Excel, Analysis, Alternative Investments, Asset Allocation, PowerPoint, Investments, Portfolio Management, Finance, Microsoft Office, Project Management
Education
University of California, San Diego 2004 — 2008
BA, Economics
Chris Skijus Chris Skijus's Bernstein Global Wealth Management Experience June 2006 - Present
Job Associate Wealth Management Advisor for David S. Silver & Associates at Northwestern Mutual
Industry Financial Services
Experience
Northwestern Mutual January 2015 - Present
Bernstein Global Wealth Management June 2006 - Present
ETRADE FINANCIAL, BrownCo LLC 2002 - 2005
JPMorgan Invest/BrownCo LLC 2002 - 2005
Skills
Capital Markets..., Market Research &..., Financial Statement..., Financial Reporting &..., Competitive Analysis, Relationship Management, Leader, Problem Solver, Series 7, Series 63, Investments, Sales Process, Leadership, Asset Allocation, Management, Negotiation, Strategic Planning
Education
University of Connecticut
Bachelor of Arts, Economics
Northwestern Mutual January 2015 - Present
Bernstein Global Wealth Management June 2006 - Present
ETRADE FINANCIAL, BrownCo LLC 2002 - 2005
JPMorgan Invest/BrownCo LLC 2002 - 2005
Skills
Capital Markets..., Market Research &..., Financial Statement..., Financial Reporting &..., Competitive Analysis, Relationship Management, Leader, Problem Solver, Series 7, Series 63, Investments, Sales Process, Leadership, Asset Allocation, Management, Negotiation, Strategic Planning
Education
University of Connecticut
Bachelor of Arts, Economics
Elizabeth Bushner Elizabeth Bushner's Bernstein Global Wealth Management Experience September 2009 - October 2012
Job Relationship Management | Organization & Implementation | Trainer & Leader | Highly Adaptable Professional
Industry Financial Services
Experience
Spencer Stuart October 2014 - Present
Claremont Creek Ventures April 2013 - July 2014
Bernstein Global Wealth Management September 2009 - October 2012
Bernstein Global Wealth Management November 2006 - October 2009
WealthPLAN, LLP January 2002 - October 2006
Skills
Training, Management, Interviews, Team Leadership, Building Relationships, Customer Service, Sales, Business Development, Lead Generation, Client Services, Public Speaking, Interview Preparation, Interviewing Skills, Business Process..., Internal Communications, Direct Client..., Human Resources, Event Planning, Strategic Planning
Education
University of San Francisco
BA, English Writing
Spencer Stuart October 2014 - Present
Claremont Creek Ventures April 2013 - July 2014
Bernstein Global Wealth Management September 2009 - October 2012
Bernstein Global Wealth Management November 2006 - October 2009
WealthPLAN, LLP January 2002 - October 2006
Skills
Training, Management, Interviews, Team Leadership, Building Relationships, Customer Service, Sales, Business Development, Lead Generation, Client Services, Public Speaking, Interview Preparation, Interviewing Skills, Business Process..., Internal Communications, Direct Client..., Human Resources, Event Planning, Strategic Planning
Education
University of San Francisco
BA, English Writing
Kevin Ghassomian's Bernstein Global Wealth Management Experience 2009 - 2011
Job Trusts & Estates Attorney
Industry Law Practice
Experience
Smith, Gambrell & Russell, LLP 2014 - Present
Dinsmore & Shohl LLP 2012 - 2014
Hargrove Madden LLP 2011 - 2012
Bernstein Global Wealth Management 2009 - 2011
Greenebaum Doll & McDonald PLLC 2001 - 2009
Alverson Taylor Mortensen & Sanders 1998 - 2000
Skills
Estate Tax Planning, Succession Planning, Asset Protection, Charitable Giving, Estate Planning, Tax Law, Trusts, Wills, Charitable Giving..., Gift Tax, GST, High Net Worth..., Succession, Inheritance Tax Planning, Wealth Transfer, Comprehensive Wealth..., Wealth Preservation..., Wealth Transfer Planning, Wealth Building, Strategy, Wealth, Wealth Management..., Charities, Powers of Attorney, LLC, Estate Administration, Estate Law
Education
Vanderbilt University Law School 1995 — 1998
Doctor of Law (J.D.), Law
University of Miami School of Law 2000 — 2001
Master of Laws (LL.M.), Taxation
University of Kentucky 1991 — 1995
Bachelor of Arts (B.A.), Political Science
Smith, Gambrell & Russell, LLP 2014 - Present
Dinsmore & Shohl LLP 2012 - 2014
Hargrove Madden LLP 2011 - 2012
Bernstein Global Wealth Management 2009 - 2011
Greenebaum Doll & McDonald PLLC 2001 - 2009
Alverson Taylor Mortensen & Sanders 1998 - 2000
Skills
Estate Tax Planning, Succession Planning, Asset Protection, Charitable Giving, Estate Planning, Tax Law, Trusts, Wills, Charitable Giving..., Gift Tax, GST, High Net Worth..., Succession, Inheritance Tax Planning, Wealth Transfer, Comprehensive Wealth..., Wealth Preservation..., Wealth Transfer Planning, Wealth Building, Strategy, Wealth, Wealth Management..., Charities, Powers of Attorney, LLC, Estate Administration, Estate Law
Education
Vanderbilt University Law School 1995 — 1998
Doctor of Law (J.D.), Law
University of Miami School of Law 2000 — 2001
Master of Laws (LL.M.), Taxation
University of Kentucky 1991 — 1995
Bachelor of Arts (B.A.), Political Science
Jeff Titus's Bernstein Global Wealth Management Experience May 2005 - September 2011
Job Financial Advisor at Credit Suisse
Industry Investment Management
Experience
Credit Suisse September 2011 - Present
Bernstein Global Wealth Management May 2005 - September 2011
Oracle Corporation 2000 - 2005
Paul Revere Insurance 1993 - 1998
Skills
Asset Allocation, Investments, Retirement Planning, Risk Management, Finance, Equities, Management, Portfolio Management, High Net Worth..., Asset Managment, Financial Analysis, Business Strategy, Hedge Funds, Endowment Funds, Real Estate Financing, Multi-generational..., Wealth Preservation..., Wealth Management
Education
University of Massachusetts, Amherst 1988 — 1993
BA, Economics
Doherty Memorial High School
Credit Suisse September 2011 - Present
Bernstein Global Wealth Management May 2005 - September 2011
Oracle Corporation 2000 - 2005
Paul Revere Insurance 1993 - 1998
Skills
Asset Allocation, Investments, Retirement Planning, Risk Management, Finance, Equities, Management, Portfolio Management, High Net Worth..., Asset Managment, Financial Analysis, Business Strategy, Hedge Funds, Endowment Funds, Real Estate Financing, Multi-generational..., Wealth Preservation..., Wealth Management
Education
University of Massachusetts, Amherst 1988 — 1993
BA, Economics
Doherty Memorial High School
Fred Gober's Bernstein Global Wealth Management Experience PrincipalBernstein Investment Research and Management1999 - Present
Job Principal at Bernstein Global Wealth Management and Financial Services Consultant
Industry Financial Services
Experience
Bernstein Global Wealth Management PrincipalBernstein Investment Research and Management1999 - Present
Education
University of Maryland College Park 1978 — 1982
Bernstein Global Wealth Management PrincipalBernstein Investment Research and Management1999 - Present
Education
University of Maryland College Park 1978 — 1982
Steven White's Bernstein Global Wealth Management Experience June 2007 - September 2007
Job Private Equity at Vista Equity Partners
Industry Venture Capital & Private Equity
Experience
Vista Equity Partners August 2014 - Present
TPG Capital August 2012 - August 2014
Moelis & Company June 2010 - August 2012
Moelis & Company June 2009 - August 2009
Circos.com June 2008 - January 2009
Bernstein Global Wealth Management June 2007 - September 2007
Fritz Institute July 2005 - September 2005
Skills
Social Media, Online Advertising, SEO, Financial Modeling, Private Equity, Venture Capital, Valuation, Corporate Development, Investment Banking, Hedge Funds, Corporate Finance, Capital Markets, Investments, Due Diligence, Financial Analysis, Mergers, Asset Managment, Business Development, Finance, Start-ups
Education
University of California, Los Angeles 2006 — 2010
Bachelor of Arts (B.A.), Business Economics
Menlo School 2002 — 2006
Vista Equity Partners August 2014 - Present
TPG Capital August 2012 - August 2014
Moelis & Company June 2010 - August 2012
Moelis & Company June 2009 - August 2009
Circos.com June 2008 - January 2009
Bernstein Global Wealth Management June 2007 - September 2007
Fritz Institute July 2005 - September 2005
Skills
Social Media, Online Advertising, SEO, Financial Modeling, Private Equity, Venture Capital, Valuation, Corporate Development, Investment Banking, Hedge Funds, Corporate Finance, Capital Markets, Investments, Due Diligence, Financial Analysis, Mergers, Asset Managment, Business Development, Finance, Start-ups
Education
University of California, Los Angeles 2006 — 2010
Bachelor of Arts (B.A.), Business Economics
Menlo School 2002 — 2006
Patrick Ciriello's Bernstein Global Wealth Management Experience April 2009 - September 2010
Job Senior Banker, Morgan Stanley
Industry Commercial Real Estate
Experience
Morgan Stanley October 2010 - Present
Metropolitan Montessori School June 2012 - June 2014
Bernstein Global Wealth Management April 2009 - September 2010
J.P. Morgan April 2002 - August 2008
Wachovia April 2001 - March 2002
J.P. Morgan February 1999 - April 2001
Nomura July 1996 - February 1999
Toyo Trust & Banking Co. October 1993 - May 1995
Skills
Capital Markets, Loans, Underwriting, Mortgage, Structuring, Valuation, Loan Origination, CMBS, Real Estate, Debt, Financial Structuring, Commercial Mortgages, Real Estate Financing, Mortgage Lending, Commercial Real Estate, Commercial Lending, Real Estate Economics, Mezzanine, Asset Management, Investment Banking, Structured Finance
Education
University of Notre Dame - Mendoza College of Business 1995 — 1996
MBA, Finance & Accounting
University of Richmond 1983 — 1987
BS, Business Administration
Horace Mann School 1979 — 1983
Morgan Stanley October 2010 - Present
Metropolitan Montessori School June 2012 - June 2014
Bernstein Global Wealth Management April 2009 - September 2010
J.P. Morgan April 2002 - August 2008
Wachovia April 2001 - March 2002
J.P. Morgan February 1999 - April 2001
Nomura July 1996 - February 1999
Toyo Trust & Banking Co. October 1993 - May 1995
Skills
Capital Markets, Loans, Underwriting, Mortgage, Structuring, Valuation, Loan Origination, CMBS, Real Estate, Debt, Financial Structuring, Commercial Mortgages, Real Estate Financing, Mortgage Lending, Commercial Real Estate, Commercial Lending, Real Estate Economics, Mezzanine, Asset Management, Investment Banking, Structured Finance
Education
University of Notre Dame - Mendoza College of Business 1995 — 1996
MBA, Finance & Accounting
University of Richmond 1983 — 1987
BS, Business Administration
Horace Mann School 1979 — 1983
Brenda O'Leary's Bernstein Global Wealth Management Experience 1994 - 1998
Job Senior RIA Consultant at BNY Mellon Investment Management
Industry Investment Management
Experience
BNY Mellon Investment Management March 2015 - Present
Payden & Rygel Investment Management April 2006 - February 2015
First American Capital Management / First American Trust August 2003 - December 2005
Asset Strategy Consulting (later became InvestorForce) February 2000 - June 2003
Wells Fargo Private Client Services October 1998 - February 2000
Bernstein Global Wealth Management 1994 - 1998
Skills
Asset Allocation, Series 7, Fixed Income, Portfolio Management, Asset Managment, Investment Management, Mutual Funds, Investments, Series 63, Alternative Investments, Wealth Management, Equities, Securities, Investment Strategies, Bonds, Wealth Management..., Separately Managed..., Investment Advisory, Asset Management, Strategy, Retirement, FINRA, High Net Worth..., Retirement Planning, Financial Advisory, Valuation, Financial Markets, Investment Banking, Currency, 401k, Derivatives, Finance, Emerging Markets, Client Services, Financial Services, Strategic Financial..., Institutional..., Estate Planning, Financial Modeling, Trading, Series 24, Capital Markets, ETFs, Wealth, Private Equity, Pensions, IRAs, Fund Of Funds, Series 65, Uniform Combined State...
Education
University of Southern California
Bachelor's degree, Marketing
University of Southern California - Marshall School of Business
MBA, Finance
BNY Mellon Investment Management March 2015 - Present
Payden & Rygel Investment Management April 2006 - February 2015
First American Capital Management / First American Trust August 2003 - December 2005
Asset Strategy Consulting (later became InvestorForce) February 2000 - June 2003
Wells Fargo Private Client Services October 1998 - February 2000
Bernstein Global Wealth Management 1994 - 1998
Skills
Asset Allocation, Series 7, Fixed Income, Portfolio Management, Asset Managment, Investment Management, Mutual Funds, Investments, Series 63, Alternative Investments, Wealth Management, Equities, Securities, Investment Strategies, Bonds, Wealth Management..., Separately Managed..., Investment Advisory, Asset Management, Strategy, Retirement, FINRA, High Net Worth..., Retirement Planning, Financial Advisory, Valuation, Financial Markets, Investment Banking, Currency, 401k, Derivatives, Finance, Emerging Markets, Client Services, Financial Services, Strategic Financial..., Institutional..., Estate Planning, Financial Modeling, Trading, Series 24, Capital Markets, ETFs, Wealth, Private Equity, Pensions, IRAs, Fund Of Funds, Series 65, Uniform Combined State...
Education
University of Southern California
Bachelor's degree, Marketing
University of Southern California - Marshall School of Business
MBA, Finance
Allison Romm's Bernstein Global Wealth Management Experience April 2011 - Present
Job Manager, Private Client Services at Bernstein Global Wealth Management
Industry Financial Services
Experience
Bernstein Global Wealth Management April 2011 - Present
Education
University of Florida 1998 — 2002
Bernstein Global Wealth Management April 2011 - Present
Education
University of Florida 1998 — 2002
Jim Geary's Bernstein Global Wealth Management Experience July 2003 - June 2014
Job TIAACREF, Wealth Management Advisor
Industry Financial Services
Experience
TIAA-CREF June 2014 - Present
Bernstein Global Wealth Management July 2003 - June 2014
Scottrade January 2000 - August 2003
Skills
Asset Managment, Equities, Series 7, Series 63, Wealth Management, Mutual Funds, Portfolio Management, Investments, Investment Management, Equity Research, Hedge Funds, Loans, Alternative Investments, ETFs, Credit, Bloomberg, Financial Analysis, Asset Allocation, Securities, Investment Strategies, Investment Advisory, Fixed Income, Asset Management, Wealth Management...
Education
University of North Florida - College of Business Administration 1999 — 2003
TIAA-CREF June 2014 - Present
Bernstein Global Wealth Management July 2003 - June 2014
Scottrade January 2000 - August 2003
Skills
Asset Managment, Equities, Series 7, Series 63, Wealth Management, Mutual Funds, Portfolio Management, Investments, Investment Management, Equity Research, Hedge Funds, Loans, Alternative Investments, ETFs, Credit, Bloomberg, Financial Analysis, Asset Allocation, Securities, Investment Strategies, Investment Advisory, Fixed Income, Asset Management, Wealth Management...
Education
University of North Florida - College of Business Administration 1999 — 2003
Gregg Valentine's Bernstein Global Wealth Management Experience March 2007 - December 2009
Job Executive Assistant
Industry Financial Services
Experience
Retirement Plan Advisors December 2012 - March 2014
Starcom MediaVest Group September 2010 - December 2012
Bernstein Global Wealth Management March 2007 - December 2009
Credit Suisse 1998 - 2004
Skills
Asset Managment, Creative Writing, Digital Media, Editing, Event Planning, Financial Analysis, Lotus Notes, Marketing Strategy, Microsoft Excel, Microsoft Office, Microsoft Word, Public Speaking, Social Media, Wealth Management, Blogging, Fundraising, Event Management
Education
University of Illinois at Urbana-Champaign 1979 — 1983
BA, English
Retirement Plan Advisors December 2012 - March 2014
Starcom MediaVest Group September 2010 - December 2012
Bernstein Global Wealth Management March 2007 - December 2009
Credit Suisse 1998 - 2004
Skills
Asset Managment, Creative Writing, Digital Media, Editing, Event Planning, Financial Analysis, Lotus Notes, Marketing Strategy, Microsoft Excel, Microsoft Office, Microsoft Word, Public Speaking, Social Media, Wealth Management, Blogging, Fundraising, Event Management
Education
University of Illinois at Urbana-Champaign 1979 — 1983
BA, English
chad patton's Bernstein Global Wealth Management Experience May 2010 - February 2013
Job Vice President at Merrill Lynch
Industry Investment Management
Experience
Merrill Lynch March 2013 - Present
Simply Sunless airbrush studio July 2012 - Present
Baker Hotel Development Partners,LLC June 2008 - Present
Bernstein Global Wealth Management May 2010 - February 2013
Hunter Chase Capital Partners December 2008 - April 2010
Valeant Pharmaceuticals January 2001 - November 2008
Parke-Davis/Pfizer March 1996 - January 2001
Skills
Leadership, Retirement Planning, Strategic Planning, Managed Care, Product Launch, Investments, Financial Advisory, Management, Sales, Asset Allocation, Marketing Strategy, Sales Operations, Selling, Team Building, Pharmaceutical Industry, Estate Planning, Training, Business Development, Business Planning, Financial Services, Series 7, Finance, Wealth Management, Sales Management, Customer Service, New Business Development, Budgets, Public Speaking, Negotiation, Contract Negotiation, Marketing
Education
University of Illinois at Urbana-Champaign
Bachelor of Science
University of St. Francis
Masters, Health Administration
Merrill Lynch March 2013 - Present
Simply Sunless airbrush studio July 2012 - Present
Baker Hotel Development Partners,LLC June 2008 - Present
Bernstein Global Wealth Management May 2010 - February 2013
Hunter Chase Capital Partners December 2008 - April 2010
Valeant Pharmaceuticals January 2001 - November 2008
Parke-Davis/Pfizer March 1996 - January 2001
Skills
Leadership, Retirement Planning, Strategic Planning, Managed Care, Product Launch, Investments, Financial Advisory, Management, Sales, Asset Allocation, Marketing Strategy, Sales Operations, Selling, Team Building, Pharmaceutical Industry, Estate Planning, Training, Business Development, Business Planning, Financial Services, Series 7, Finance, Wealth Management, Sales Management, Customer Service, New Business Development, Budgets, Public Speaking, Negotiation, Contract Negotiation, Marketing
Education
University of Illinois at Urbana-Champaign
Bachelor of Science
University of St. Francis
Masters, Health Administration
Chris Sheets's Bernstein Global Wealth Management Experience 2001 - Present
Job Senior Investment Advisor & Principal
Industry Financial Services
Experience
Bernstein Global Wealth Management 2001 - Present
Skills
Asset Allocation
Education
University of Colorado at Boulder - Leeds School of Business 1986 — 1990
Bachelor of Science, Marketing, International Business
Semester at Sea, University of Pittsburgh 1989 — 1989
International/Global Studies
Bernstein Global Wealth Management 2001 - Present
Skills
Asset Allocation
Education
University of Colorado at Boulder - Leeds School of Business 1986 — 1990
Bachelor of Science, Marketing, International Business
Semester at Sea, University of Pittsburgh 1989 — 1989
International/Global Studies
Tim Naumann's Bernstein Global Wealth Management Experience August 2009 - December 2012
Job Partner at Founder's Mark
Industry Financial Services
Experience
Founder's Mark December 2012 - Present
Bernstein Global Wealth Management August 2009 - December 2012
Encore One, LLC June 1999 - July 2009
Goldsmith Agio Helms June 1998 - June 1999
Waycrosse, Inc. (Cargill, Inc.) June 1995 - June 1998
Henderson Manufacturing September 1995 - December 1996
Norwest Equity Partners August 1993 - June 1995
Skills
Investment Planning, Investments, Mergers, Strategic Planning, Board Experience, Investment Banking, Private Equity, Analysis, Mergers & Acquisitions, Venture Capital, Strategy, Finance, Mutual Funds, Portfolio Management, Due Diligence
Education
University of Minnesota - Carlson School of Management 1992 — 1993
MBA, Finance
University of Wisconsin-Madison 1984 — 1989
BA, Economics, Business, International
Founder's Mark December 2012 - Present
Bernstein Global Wealth Management August 2009 - December 2012
Encore One, LLC June 1999 - July 2009
Goldsmith Agio Helms June 1998 - June 1999
Waycrosse, Inc. (Cargill, Inc.) June 1995 - June 1998
Henderson Manufacturing September 1995 - December 1996
Norwest Equity Partners August 1993 - June 1995
Skills
Investment Planning, Investments, Mergers, Strategic Planning, Board Experience, Investment Banking, Private Equity, Analysis, Mergers & Acquisitions, Venture Capital, Strategy, Finance, Mutual Funds, Portfolio Management, Due Diligence
Education
University of Minnesota - Carlson School of Management 1992 — 1993
MBA, Finance
University of Wisconsin-Madison 1984 — 1989
BA, Economics, Business, International
Fred M. Gober's Bernstein Global Wealth Management Experience July 1999 - May 2009
Job Executive Director
Industry Financial Services
Experience
Morgan Stanley November 2014 - Present
Barclays May 2009 - October 2014
Bernstein Global Wealth Management July 1999 - May 2009
Transwestern Carey Winston May 1987 - June 1999
Skills
Securities, FINRA, Portfolio Management, Financial Services, Due Diligence, Financial Modeling, Equities, Strategic Planning, Risk Management, Investment Banking, Corporate Finance, Fixed Income, Investments, Management, Wealth Management, Real Estate, Financial Analysis, Finance, Asset Management, Contract Negotiation
Education
University of Maryland College Park 1978 — 1982
Bachelor's degree
Morgan Stanley November 2014 - Present
Barclays May 2009 - October 2014
Bernstein Global Wealth Management July 1999 - May 2009
Transwestern Carey Winston May 1987 - June 1999
Skills
Securities, FINRA, Portfolio Management, Financial Services, Due Diligence, Financial Modeling, Equities, Strategic Planning, Risk Management, Investment Banking, Corporate Finance, Fixed Income, Investments, Management, Wealth Management, Real Estate, Financial Analysis, Finance, Asset Management, Contract Negotiation
Education
University of Maryland College Park 1978 — 1982
Bachelor's degree
Catherine Hawley, CFP®'s Bernstein Global Wealth Management Experience August 2006 - August 2008
Job CERTIFIED FINANCIAL PLANNER™ Independent Consultant
Industry Financial Services
Experience
SaveUp July 2011 - October 2014
Rhodes&Fletcher,LLC - WealthCoach August 2008 - December 2011
Bernstein Global Wealth Management August 2006 - August 2008
Barclays February 2006 - August 2006
Skills
Public Speaking, Nonprofits, Strategic Planning, Investments, Customer Service, Fundraising, Retirement Planning, Leadership, Marketing, Recruiting
Education
University of California, Los Angeles 1999 — 2002
Bachelor of Arts, Communication Studies
Santa Catalina School
SaveUp July 2011 - October 2014
Rhodes&Fletcher,LLC - WealthCoach August 2008 - December 2011
Bernstein Global Wealth Management August 2006 - August 2008
Barclays February 2006 - August 2006
Skills
Public Speaking, Nonprofits, Strategic Planning, Investments, Customer Service, Fundraising, Retirement Planning, Leadership, Marketing, Recruiting
Education
University of California, Los Angeles 1999 — 2002
Bachelor of Arts, Communication Studies
Santa Catalina School
Cynthia Plawker's Bernstein Global Wealth Management Experience August 1990 - Present
Job Principal Financial Advisor at Bernstein Global Wealth Management
Industry Investment Management
Experience
Bernstein Global Wealth Management August 1990 - Present
Skills
Alternative Investments, Asset Allocation, Investment Strategies, Asset Management, Series 63, Series 7, Investment Advisory, Investment Management, Fixed Income, Mutual Funds, Wealth Management
Education
New York University - Leonard N. Stern School of Business
MBA, Finance and International Business
University of Michigan
BA
Bernstein Global Wealth Management August 1990 - Present
Skills
Alternative Investments, Asset Allocation, Investment Strategies, Asset Management, Series 63, Series 7, Investment Advisory, Investment Management, Fixed Income, Mutual Funds, Wealth Management
Education
New York University - Leonard N. Stern School of Business
MBA, Finance and International Business
University of Michigan
BA
Delcinea Lutes's Bernstein Global Wealth Management Experience October 2007 - April 2009
Job Fleming Ross, Inc
Industry Music
Experience
Fleming Ross, Inc April 2009 - July 2012
Bernstein Global Wealth Management October 2007 - April 2009
Skills
Editing, Event Planning, Social Media, Portfolio Management, Arts Administration, Music, Nonprofits, Performing Arts, Wealth Management
Education
The University of Connecticut
Bachelor of Music, Voice Performance
Fleming Ross, Inc April 2009 - July 2012
Bernstein Global Wealth Management October 2007 - April 2009
Skills
Editing, Event Planning, Social Media, Portfolio Management, Arts Administration, Music, Nonprofits, Performing Arts, Wealth Management
Education
The University of Connecticut
Bachelor of Music, Voice Performance
Brad Ebner's Bernstein Global Wealth Management Experience May 2010 - June 2013
Job Senior Vice President/Senior Private Client Advisor at City National Bank
Industry Investment Management
Experience
City National Bank June 2013 - Present
Bernstein Global Wealth Management May 2010 - June 2013
Salus Capital Management, Inc. June 1993 - March 2010
Skills
Alternative Investments, Equities, Asset Allocation, Securities, Portfolio Management, Strategic Financial..., Hedge Funds
Education
University of Pennsylvania - The Wharton School 1985 — 1987
MBA, Finance
University of Michigan 1979 — 1983
BA, Economics
City National Bank June 2013 - Present
Bernstein Global Wealth Management May 2010 - June 2013
Salus Capital Management, Inc. June 1993 - March 2010
Skills
Alternative Investments, Equities, Asset Allocation, Securities, Portfolio Management, Strategic Financial..., Hedge Funds
Education
University of Pennsylvania - The Wharton School 1985 — 1987
MBA, Finance
University of Michigan 1979 — 1983
BA, Economics
Alisa Ly's Bernstein Global Wealth Management Experience October 2011 - Present
Job Private Client Associate at Bernstein Global Wealth Management
Industry Investment Management
Experience
Bernstein Global Wealth Management October 2011 - Present
Bernstein Global Wealth Management August 2010 - October 2011
University of Minnesota February 2009 - August 2010
Education
University of Minnesota-Twin Cities 2006 — 2010
Bachelor of Science in Business, Finance and Entrepreneurial Management
Bernstein Global Wealth Management October 2011 - Present
Bernstein Global Wealth Management August 2010 - October 2011
University of Minnesota February 2009 - August 2010
Education
University of Minnesota-Twin Cities 2006 — 2010
Bachelor of Science in Business, Finance and Entrepreneurial Management
Amy Otto Yenne's Bernstein Global Wealth Management Experience August 2006 - 2012
Job Senior Private Client Associate at Bernstein Global Wealth Management
Industry Investment Management
Experience
Bernstein Global Wealth Management August 2006 - 2012
Cleary Gull Advisors, Inc. 2004 - 2006
RAA Wealth Management 1997 - 2004
Education
University of North Texas
B.B.A., Marketing
University of North Texas
M.Ed., Secondary Education
Bernstein Global Wealth Management August 2006 - 2012
Cleary Gull Advisors, Inc. 2004 - 2006
RAA Wealth Management 1997 - 2004
Education
University of North Texas
B.B.A., Marketing
University of North Texas
M.Ed., Secondary Education
Ashley Cooke's Bernstein Global Wealth Management Experience November 2014 - Present
Job Private Client Associate at Bernstein Global Wealth Management
Industry Financial Services
Experience
Bernstein Global Wealth Management November 2014 - Present
BNP Paribas December 2013 - April 2014
Infinity Consulting Solutions August 2011 - November 2013
Fox Sports June 2010 - August 2010
Skills
Series 7, Financial Services, Financial Risk, Temporary Placement, Talent Acquisition, Technical Recruiting, Mutual Funds, Contract Recruitment, Applicant Tracking..., Investments, Interviews, Compliance, Banking, Due Diligence, FINRA, AML, Account Management, Securities, Permanent Placement, Staffing Services, Auditing, Asset Management, Fraud, Internet Recruiting, Executive Search, Recruiting, Sourcing, Outsourcing, Equities, Corporate Governance, Fixed Income, Securities Regulation, Compliance Recruiting, Interviewing, Shrinkage, Operational Risk, BSA, Legal Recruiting, Bank Secrecy Act, Mudbox, Legal Compliance
Education
University of Notre Dame 2007 — 2011
B.A., Finance
Bernstein Global Wealth Management November 2014 - Present
BNP Paribas December 2013 - April 2014
Infinity Consulting Solutions August 2011 - November 2013
Fox Sports June 2010 - August 2010
Skills
Series 7, Financial Services, Financial Risk, Temporary Placement, Talent Acquisition, Technical Recruiting, Mutual Funds, Contract Recruitment, Applicant Tracking..., Investments, Interviews, Compliance, Banking, Due Diligence, FINRA, AML, Account Management, Securities, Permanent Placement, Staffing Services, Auditing, Asset Management, Fraud, Internet Recruiting, Executive Search, Recruiting, Sourcing, Outsourcing, Equities, Corporate Governance, Fixed Income, Securities Regulation, Compliance Recruiting, Interviewing, Shrinkage, Operational Risk, BSA, Legal Recruiting, Bank Secrecy Act, Mudbox, Legal Compliance
Education
University of Notre Dame 2007 — 2011
B.A., Finance
Christie Komlo's Bernstein Global Wealth Management Experience September 2014 - Present
Job Regional Marketing Manager at Bernstein Global Wealth Management
Industry Investment Management
Experience
Bernstein Global Wealth Management September 2014 - Present
Bernstein Global Wealth Management January 2013 - Present
Bernstein Global Wealth Management March 2011 - January 2013
SKIRT May 2010 - March 2011
Education
University of Delaware 2006 — 2010
Bachelor of Arts (B.A.), Sociology
Bernstein Global Wealth Management September 2014 - Present
Bernstein Global Wealth Management January 2013 - Present
Bernstein Global Wealth Management March 2011 - January 2013
SKIRT May 2010 - March 2011
Education
University of Delaware 2006 — 2010
Bachelor of Arts (B.A.), Sociology
Gabe Fenton's Bernstein Global Wealth Management Experience January 2012 - February 2013
Job President at Resolve Funding | The Lending Partner to Real Estate Investors
Industry Banking
Experience
Resolve Funding - Real Estate Funding February 2013 - Present
Bernstein Global Wealth Management January 2012 - February 2013
NetWide-Coor Capital September 2006 - September 2011
Wedbush Securities February 2003 - September 2006
UBS Wealth Management February 2000 - February 2003
Morgan Stanley March 1997 - January 2000
Wells Fargo Advisors May 1995 - January 1997
Skills
Investments, Alternative Investments, Asset Allocation, Asset Management, Wealth Management, Portfolio Management, Equities, Investment Management, Securities, Strategic Financial..., Due Diligence, Finance, Management, Leadership, Private Equity, Strategic Planning, Real Estate, Real Estate Funding, Real Estate Investments, loan brokers, Loans, Commercial Private..., Retirement Planning
Education
University of Massachusetts, Amherst 1988 — 1991
Bachelor of Science (B.S.), Business/Managerial Economics
University of Hawaii at Hilo 1990 — 1990
Business, Management, Marketing, and Related Support Services
Resolve Funding - Real Estate Funding February 2013 - Present
Bernstein Global Wealth Management January 2012 - February 2013
NetWide-Coor Capital September 2006 - September 2011
Wedbush Securities February 2003 - September 2006
UBS Wealth Management February 2000 - February 2003
Morgan Stanley March 1997 - January 2000
Wells Fargo Advisors May 1995 - January 1997
Skills
Investments, Alternative Investments, Asset Allocation, Asset Management, Wealth Management, Portfolio Management, Equities, Investment Management, Securities, Strategic Financial..., Due Diligence, Finance, Management, Leadership, Private Equity, Strategic Planning, Real Estate, Real Estate Funding, Real Estate Investments, loan brokers, Loans, Commercial Private..., Retirement Planning
Education
University of Massachusetts, Amherst 1988 — 1991
Bachelor of Science (B.S.), Business/Managerial Economics
University of Hawaii at Hilo 1990 — 1990
Business, Management, Marketing, and Related Support Services
Mayra Squarini's Bernstein Global Wealth Management Experience February 1998 - May 2010
Job
Industry Financial Services
Experience
Bernstein Global Wealth Management February 1998 - May 2010
Skills
Alternative Investments, Asset Allocation, Asset Management, Investments, Portfolio Management, Series 63, Series 7, Equities, Fixed Income, Investment Strategies
Education
University of Florida
Bachelor of Business Administration (B.B.A.), Finance, General
Bernstein Global Wealth Management February 1998 - May 2010
Skills
Alternative Investments, Asset Allocation, Asset Management, Investments, Portfolio Management, Series 63, Series 7, Equities, Fixed Income, Investment Strategies
Education
University of Florida
Bachelor of Business Administration (B.B.A.), Finance, General
Jeffrey M. Fryer's Bernstein Global Wealth Management Experience July 2008 - June 2012
Job CPA, CGMA
Industry Financial Services
Experience
Bernstein Global Wealth Management July 2008 - June 2012
Cosmi Corporation April 1995 - June 2008
Jeffrey M. Fryer & Company, Inc. January 1985 - March 1995
Skills
Financial Planning, Tax, Business Strategy, GAAP, Investment Management, Alternative Investments, Financial Modeling, Asset Allocation, Asset Managment, Investments, Wealth Management, Investment Strategies, Equities, Series 7, Private Equity, Hedge Funds, Portfolio Management, Financial Advisory, Strategic Financial..., High Net Worth..., Negotiation, Mergers & Acquisitions
Education
University of Southern California 1967 — 1971
BS, Accounting & BA
Bernstein Global Wealth Management July 2008 - June 2012
Cosmi Corporation April 1995 - June 2008
Jeffrey M. Fryer & Company, Inc. January 1985 - March 1995
Skills
Financial Planning, Tax, Business Strategy, GAAP, Investment Management, Alternative Investments, Financial Modeling, Asset Allocation, Asset Managment, Investments, Wealth Management, Investment Strategies, Equities, Series 7, Private Equity, Hedge Funds, Portfolio Management, Financial Advisory, Strategic Financial..., High Net Worth..., Negotiation, Mergers & Acquisitions
Education
University of Southern California 1967 — 1971
BS, Accounting & BA
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY