Bernstein Private Wealth Management

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Bernstein Private Wealth Management Employees

Employee
Years
Job
Industry
Daniel Brunello Daniel Brunello Houston, Texas Area Details
Daniel Brunello's Bernstein Private Wealth Management Experience 2004 - Present
Job Sr. Planning Analyst at Bernstein Private Wealth Management
Industry Investment Management
Experience
Bernstein Private Wealth Management   2004 - Present
UBS Wealth Management  2002 - 2003
Sanders Morris Harris  June 2001 - October 2002
The Exchange, Inc.   July 1995 - September 1997

Education
Jones Graduate School of Business, Rice University   1999 — 2001
MBA, Marketing Research

The University of Texas at Austin - The Red McCombs School of Business   1991 — 1995
BBA, Finance

Michelle Bleckley Michelle Bleckley San Francisco, California Details
Michelle Bleckley's Bernstein Private Wealth Management Experience June 2014 - Present
Job Associate at Bernstein Private Wealth Management
Industry Investment Management
Experience
Bernstein Private Wealth Management   June 2014 - Present
PeopleMatter  July 2013 - April 2014
Chapman University Student-managed Investment Fund   February 2013 - May 2013
J Rockcliff Realtors  May 2012 - September 2012
Chapman Gamma Phi Beta   January 2011 - December 2011
Harvey & Company LLC  February 2011 - August 2011
Chapman University  September 2010 - December 2010

Education
Chapman University
B.S., Finance and Marketing, Minor in Economics, 3.6

Sam McKeown Sam McKeown Washington, District Of Columbia Details
Sam McKeown's Bernstein Private Wealth Management Experience January 2015 - Present
Job Private Client Associate at Bernstein Private Wealth Management
Industry Financial Services
Experience
Bernstein Private Wealth Management   January 2015 - Present
Vanguard  June 2014 - January 2015
Vanguard  October 2013 - June 2014
Urban Anatomy   August 2013 - December 2013
Booz Allen Hamilton  June 2013 - August 2013

Skills
Series 7, Series 63, Customer Service, Finance, Time Management, Multi Tasking, International Relations, CRM, Portfolio Management, Editing, Leadership

Education
Rollins College   2011 — 2013
Bachelor of Arts (B.A.), International Relations and Affairs

Shanghai Jiao Tong University   2012 — 2012

Leonardtown High School

Troy Irwin Troy Irwin Greater New York City Area Details
Troy Irwin's Bernstein Private Wealth Management Experience July 2013 - Present
Job AVP / Business Analyst, Private Client National Group at Bernstein Private Wealth Management
Industry Financial Services
Experience
Bernstein Private Wealth Management   July 2013 - Present
Bernstein Global Wealth Management  November 2010 - June 2013
Public Consulting Group  August 2008 - November 2010
BearingPoint  June 2007 - April 2008

Skills
Business Analysis, Strategic Data Analysis, Analysis, Analytics, Microsoft Excel, Economics, Business Process..., Portfolio Management, Asset Management, Statistics, Asset Allocation, Series 7, Stata, Wealth Management, Econometrics, Financial Analysis, Financial Modeling, Leadership, Financial Advisory, Visio, Investment Strategies, Public Sector Consulting, Client Interfacing..., Technical Writing, Teamwork, Savvion, Private Clients, Asset Managment, Mutual Funds, Alternative Investments, Equities, Access, Macroeconomics, Private Client Services, Wealth Management..., Portfolio Evaluation, Microsoft Access

Education
Florida State University   2007 — 2008
M.S., Applied Economics, 3.8 Overall GPA

Florida State University   2004 — 2007
B.S., Economics and Political Science, 3.44 Overall GPA (3.68 in Economics, 3.48 in Political Science)

Courtney Browne Courtney Browne Chicago, Illinois Details
Courtney Browne's Bernstein Private Wealth Management Experience January 2015 - Present
Job Private Client Coordinator at Alliance Bernstein Investment
Industry Primary/Secondary Education
Experience
Bernstein Private Wealth Management   January 2015 - Present
University of Chicago Medicine  September 2014 - February 2015
Teach For America  June 2013 - January 2015
WINGS for kids, Inc.   January 2013 - June 2013
Medical University of South Carolina  June 2012 - June 2013
South Carolina Aquarium  August 2012 - December 2012
Citizens Working Together for Great Schools   August 2012 - November 2012

Skills
Behavior Management, Research, Data Analysis, Highly detail oriented, Experience Working with..., Passion for Helping..., Education, Teaching, Organization, Communicative Skills, Grant Writing, Environmental Education, Event Planning, Community Outreach

Education
Dominican University   2013 — 2014
Teaching Certification, Secondary Science Teaching Certificartion

College of Charleston   2009 — 2013
Bachelor of Science (BS), Biology, General

Ruggiero Joseph Ruggiero Joseph Greater New York City Area Details
Ruggiero Joseph's Bernstein Private Wealth Management Experience 2014 - Present
Job Vice President at Bernstein Private Wealth Management
Industry Financial Services
Experience
Bernstein Private Wealth Management   2014 - Present
ILS, LLC - a Goldman Sachs Company   2010 - 2014
Goldman Sachs  2007 - 2010
PFG, LLC   2004 - 2007
UBS  2001 - 2004
J.P. Morgan   1998 - 2001
Bank of America  1994 - 1998

Skills
Wealth Management, Investment Advisory, Wealth Preservation, Alternative Investments, Retirement Planning, Strategic Financial..., Investments, Hedge Funds, Private Equity, Series 7, Series 63, Series 65, Series 31, Financial Modeling, Capital Markets, Insurance, Valuation, Securities, Asset Management, Structured Products, Financial Structuring, Financial Analysis, Fixed Income, Mutual Funds, Portfolio Management, Equities, Derivatives, Structured Finance, Estate Planning, Retirement, Financial Advisory, Life Insurance, Financial Services, Risk Management

Education
Pace University - Lubin School of Business   2000 — 2003
Master of Business Administration (M.B.A.), Finance

Loyola University Maryland Sellinger School of Business and Management   1990 — 1994
Bachelor's Degree, Finance

The Episcopal Academy   1986 — 1990
High School

Albert Chou Albert Chou Kansas City, Missouri Area Details
Albert Chou's Bernstein Private Wealth Management Experience July 2015 - Present
Job Private Client Associate at Bernstein Private Wealth Management
Industry Government Administration
Experience
Bernstein Private Wealth Management   July 2015 - Present
Social Security Administration  August 2014 - June 2015
Chernoff Diamond & Co., LLC   January 2012 - August 2014
John Hancock Financial Services  June 2011 - August 2011

Skills
Microsoft Excel, Morningstar Office, Data Analysis, Retirement Planning, Investment Advisory, Customer Service, Financial Analysis, Investment Portfolio..., Microsoft Word, PowerPoint

Education
State University of New York at Stony Brook   2008 — 2012
Bachelor of Arts (BA), Economics, Minor in Political Science

John Polidori John Polidori Philadelphia, Pennsylvania Details
John Polidori's Bernstein Private Wealth Management Experience June 2015 - Present
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

IVÁN MIGUEL MENDOZA, CFP® IVÁN MIGUEL MENDOZA, CFP® Miami/Fort Lauderdale Area Details
IVÁN MIGUEL MENDOZA, CFP®'s Bernstein Private Wealth Management Experience January 2012 - Present
Job Vice President, Financial Advisor & CERTIFIED FINANCIAL PLANNER™ with Bernstein Private Wealth Management
Industry Investment Management
Experience
Bernstein Private Wealth Management   January 2012 - Present
Phoenix Wealth Management  August 2005 - December 2011
Prudential Financial  March 2001 - August 2005
Prudential Financial  September 1999 - March 2001

Skills
Qualified Retirement..., Wealth Preservation..., Business Sale, Investment Management, Asset Allocation, Financial Planning

Education
University of Florida   2004 — 2006
MBA, Finance, General

The American College   2001 — 2003
CFP®, ChFC, CLU, Curriculum

Florida International University   1994 — 1999
BA, Psychology, Graduated with Honors, cum laude

Molly Hanson, CFP® Molly Hanson, CFP® Boston, Massachusetts Details
Molly Hanson, CFP®'s Bernstein Private Wealth Management Experience July 2012 - Present
Job Vice President, Client Advisor
Industry Financial Services
Experience
Bernstein Private Wealth Management   July 2012 - Present
Bernstein Private Wealth Management   January 2010 - June 2012
Bernstein Private Wealth Management   March 2008 - December 2009
Wall Street Institute  November 2007 - January 2008
CNN  February 2005 - November 2007

Education
Northwestern University   2004 — 2005
Post-Grad Work, Statistics

Bates College   2000 — 2004
BA, Economics

Pomfret School

Rick Vercruse Rick Vercruse Greater Los Angeles Area Details
Rick Vercruse's Bernstein Private Wealth Management Experience 2003 - 2005
Job District Manager Major Accounts Southwest at Palo Alto Networks
Industry Information Technology and Services
Experience
Palo Alto Networks  September 2014 - Present
Technologent  August 2013 - August 2014
EMC  2005 - 2013
Bernstein Private Wealth Management   2003 - 2005
Comdisco  2000 - 2003
Comdisco  1999 - 2000
Comdisco  1998 - 1999
Comdisco  1989 - 1998
Wang Laboratories  1987 - 1989

Skills
Cloud Computing, Solution Selling, Data Center, Selling, Start-ups, Storage, Sales Operations, Business Planning, Forecasting, Virtualization, Enterprise Software, Storage Virtualization, Salesforce.com, Enterprise Storage, Sales Management, Storage Area Networks, Direct Sales, Sales Process, Business Development, SaaS, Sales, Marketing, Leadership, Professional Services, Pre-sales, Management, Networking, Managed Services, Channel Partners, Business Alliances, Sales Enablement, Software Industry, Storage Solutions, Go-to-market Strategy, Partner Management, Cross Functional..., Team Leadership, Trusted Business Advisor, Vendor Management, Business Strategy, SAN

Education
University of California, Los Angeles   1982 — 1987
Bachelor of Arts

Vincent Mattone Vincent Mattone New York, New York Details
Vincent Mattone's Bernstein Private Wealth Management Experience March 2010 - Present
Job Vice President Wealth Management
Industry Financial Services
Experience
Bernstein Private Wealth Management   March 2010 - Present

Education
Union College   2002 — 2006
Bachelor of Arts (BA), Economics/Political Science

Janine Davis Janine Davis Tampa/St. Petersburg, Florida Area Details
Janine Davis's Bernstein Private Wealth Management Experience April 2015 - Present
Job
Industry Executive Office
Experience
Bernstein Private Wealth Management   April 2015 - Present
Macquarie Group  July 2013 - March 2015
AllianceBernstein  February 2011 - December 2012
Medical University of South Carolina  January 2008 - May 2010
Macquarie Group  December 2005 - November 2007
Phoenix Fence Company   June 2003 - June 2005

Skills
Outlook, Spreadsheets, Microsoft Excel, Administrative..., PowerPoint, Microsoft Word, Microsoft Office, Executive Support, Events Coordination, Travel Arrangements, Expense Reports, Presentations, Ordering Office Supplies, Administrative..., Time Management, Telephone Skills, Organization, Office Management, Office Equipment, Office Administration, Fax, Expenses, Data Entry, Confidentiality, Adobe Acrobat, Administrative Work, Invoicing, QuickBooks, Accounts Receivable, Accounts Payable, Process Scheduler, Payroll, Administration, Microsoft Publisher, Human Resources

Education
University of Phoenix   2009 — 2012
Bachelor's degree, Business Administration and Management, General

Trident Technical College   2007 — 2009
Associate's degree, Business Information Systems

Dara Whitesell Dara Whitesell Greater Atlanta Area Details
Dara Whitesell's Bernstein Private Wealth Management Experience April 2014 - Present
Job Senior Associate at Bernstein Private Wealth Management
Industry Investment Management
Experience
Bernstein Private Wealth Management   April 2014 - Present
Lee & Associates Atlanta   February 2014 - April 2014
Bernstein Global Wealth Management  May 2009 - May 2012
Bernstein Global Wealth Management  March 2007 - May 2009
Wells Fargo  August 2005 - December 2006

Skills
Series 7, Series 63, Equities, Mutual Funds, Investment Strategies

Education
Georgia State University   2003 — 2005
Bachelor of Business Administration (B.B.A.), Finance

Berry College   2000 — 2002

Stephanie Shen Torosian Stephanie Shen Torosian Greater New York City Area Details
Stephanie Shen Torosian's Bernstein Private Wealth Management Experience December 2014 - June 2015
Job Director, Wealth Planning & Family Office
Industry Financial Services
Experience
Bruderman Brothers, Inc.   July 2015 - Present
Bernstein Private Wealth Management   December 2014 - June 2015
Bernstein Private Wealth Management   February 2010 - November 2014
Bernstein Private Wealth Management   August 2008 - January 2010
Bernstein Private Wealth Management   December 2006 - July 2008
Hennion & Walsh  July 2006 - November 2006

Skills
Series 7, Investments, Alternative Investments, Equities, Asset Allocation

Education
The Johns Hopkins University   2002 — 2006
BA, International Studies, East Asian Studies, Entrepreneurship and Management

Max Rosen Max Rosen Greater Minneapolis-St. Paul Area Details
Max Rosen's Bernstein Private Wealth Management Experience October 2011 - Present
Job Assistant Vice President at Bernstein Private Wealth Management
Industry Financial Services
Experience
Bernstein Private Wealth Management   October 2011 - Present
AllianceOne  July 2009 - December 2011
IEC Electronics  January 2008 - July 2008
Messa Company   January 2005 - January 2007
Erie County Executive   May 2004 - September 2004

Education
University of Rochester - Simon Business School   2007 — 2010
MBA, Marketing/Finance

Bates College   2001 — 2005
BA, Political Science

Park School

Cody Dennis Cody Dennis Chicago, Illinois Details
Cody Dennis's Bernstein Private Wealth Management Experience June 2014 - Present
Job Manager, Private Client Services
Industry Financial Services
Experience
Bernstein Private Wealth Management   June 2014 - Present
Bernstein Private Wealth Management   March 2013 - May 2014
Bernstein Private Wealth Management   January 2011 - February 2013

Skills
Sales Support, Investments, Asset Allocation, Series 7, Series 63

Education
University of Central Florida - College of Business Administration
B.S.B.A., Finance

Kirsten Andrews Kirsten Andrews Greater Minneapolis-St. Paul Area Details
Kirsten Andrews's Bernstein Private Wealth Management Experience October 2008 - Present
Job Senior Private Client Associate at Bernstein Global Wealth Management
Industry Investment Management
Experience
Bernstein Private Wealth Management   October 2008 - Present
Bernstein Private Wealth Management   January 2007 - October 2008
Bernstein Private Wealth Management   September 2005 - January 2007
Jeffrey Slocum & Associates  October 2002 - September 2005
Southwestern Company  June 2000 - August 2001

Skills
Investments, Asset Management, Alternative Investments, Equities, Series 7, Hedge Funds, Portfolio Management, Asset Allocation, Wealth Management, Mutual Funds, Series 63, Client Services, Bonds

Education
University of Minnesota-Twin Cities   1999 — 2002
Bachelor’s Degree

David Askenase David Askenase Greater New York City Area Details
David Askenase's Bernstein Private Wealth Management Experience June 2015 - Present
Job Private Client Associate at Bernstein Wealth Management
Industry Financial Services
Experience
Bernstein Private Wealth Management   June 2015 - Present
FM Office Environments   December 2010 - June 2015
Global Industries  September 2006 - September 2010

Skills
Furniture, Sales Operations, Sales, B2B, Training, Trade Shows, Networking, Procurement, Sales Presentations, Selling, Account Management, Sales Management, New Business Development, Finance, Contract Negotiation, Key Account Management, Negotiation, Cold Calling

Education
Bernard Baruch College-Zicklin School of Business   2012 — 2014
Bachelor of Arts (B.A.), Finance, General, 3.92

The George Washington University   2001 — 2003

Moorestown High School

Gabrielle Mulder Gabrielle Mulder Minneapolis, Minnesota Details
Gabrielle Mulder's Bernstein Private Wealth Management Experience September 2012 - Present
Job Senior Coordinator and Marketing Coordinator at Bernstein Private Wealth Management
Industry Investment Management
Experience
Bernstein Private Wealth Management   September 2012 - Present
Bernstein Private Wealth Management   March 2012 - Present
Bernstein Private Wealth Management   August 2008 - September 2012
Bernstein Private Wealth Management   February 2008 - August 2008
PreVisor  August 2007 - February 2008

Skills
Marketing, Management, Investments, Asset Management, Financial Analysis, Customer Service, Microsoft Office

Education
College of Saint Benedict and Saint John's University   2003 — 2007
Bachelor of Arts (B.A.), Leadership and Development Management

Reid Kruger Reid Kruger Houston, Texas Details
Reid Kruger's Bernstein Private Wealth Management Experience June 2014 - Present
Job Private Client Associate at Bernstein Private Wealth Management
Industry Investment Management
Experience
Bernstein Private Wealth Management   June 2014 - Present
J.P. Morgan   July 2013 - June 2014
Texas A&M University - Mays Business School  August 2008 - May 2013
PwC  February 2012 - April 2012
Big Brothers Big Sisters  April 2011 - March 2012
Price Wealth Management   July 2011 - August 2011
Durbin Bennett - Private Wealth Management, LLC  May 2010 - August 2010

Skills
Portfolio Management, Management, VBA, Matlab, Strategic Financial..., Social Networking, Internal Controls, Sarbanes-Oxley Act, Investments, Networking, Team Leadership, Marketing, GAAP, Sales, Marketing Communications

Education
Texas A&M University   2008 — 2013
Master of Science, Financial Management

Texas A&M University   2008 — 2013
Bachelor of Business Administration, Accounting

Corey Cunningham Corey Cunningham San Francisco, California Details
Corey Cunningham's Bernstein Private Wealth Management Experience June 2015 - Present
Job Senior Managing Associate at Bernstein Private Wealth Management
Industry Investment Management
Experience
Bernstein Private Wealth Management   June 2015 - Present
Bernstein Private Wealth Management   September 2014 - June 2015
Bernstein Private Wealth Management   February 2013 - September 2014
Yardi Systems  October 2011 - February 2013
Pacific Coast Business Times  January 2011 - April 2011
Bahia Corinthian Yacht Club  September 2008 - December 2010
Cunningham & Voss Financial Services   May 2008 - August 2008

Skills
Account Management, Project Implementation, Fund Accounting, Customer Service, Accounting, Economics, Microsoft Office, Series 7, Investments, Equities, Fixed Income, REIT, Hedge Funds, Mutual Funds, Real Estate Finance, Portfolio Management, Real Estate, Sports Management, Financial Writing, Technical Services, SQL Server, Finance, Asset Management, Wealth Management, Investment Management, Financial Reporting, Leadership, Management

Education
University of California, Santa Barbara   2009 — 2011
B.A., Business Economics with an Emphasis in Accounting. Minor in Sports Management

Sarah Tipple Sarah Tipple La Jolla, California Details
Sarah Tipple's Bernstein Private Wealth Management Experience September 2014 - Present
Job Assistant Vice President and Manager at Bernstein Private Wealth Management
Industry Investment Management
Experience
Bernstein Private Wealth Management   September 2014 - Present
Bernstein Private Wealth Management   March 2014 - August 2014
Bernstein Private Wealth Management   September 2013 - February 2014
Bernstein Private Wealth Management   September 2011 - August 2013
Army Community Service  2008 - 2009
Army Community Serivce   2004 - 2008
Alltel Wireless  2003 - 2004

Education
Tulane University   1999 — 2003
Bachelor of Science in Management, Finance and Accounting

Justine Benkowski Justine Benkowski Washington D.C. Metro Area Details
Justine Benkowski's Bernstein Private Wealth Management Experience September 2014 - Present
Job Assistant Vice President, Analyst, Client Services at Bernstein Private Wealth Management
Industry Financial Services
Experience
Bernstein Private Wealth Management   September 2014 - Present
Bernstein Global Wealth Management  June 2011 - September 2014
JPMorgan  July 2009 - June 2011
Johns Hopkins University Applied Physics Laboratory  June 2006 - August 2008

Skills
Program Management, Wealth Management, Investments, Finance, Series 7, Capital Markets

Education
University of Maryland - Robert H. Smith School of Business   2005 — 2009
B.S., Finance, International Business

The London School of Economics and Political Science (LSE)   2007 — 2008
General Course

Bradley Fincher Bradley Fincher Tampa/St. Petersburg, Florida Area Details
Bradley Fincher's Bernstein Private Wealth Management Experience February 2011 - Present
Job Vice President Bernstein Private Wealth Management
Industry Financial Services
Experience
Bernstein Private Wealth Management   February 2011 - Present
Keithley Development & America's Mortgage Broker   January 2002 - June 2011
American Express Financial Advisors  December 1999 - January 2002

Skills
Investments, Business Planning, Investment Properties, Mergers, Strategic Planning, Portfolio Management, Financial Structuring, Financial Modeling, Asset Management, Risk Management, Real Estate, Mergers & Acquisitions, Finance, Financial Planning, Management, Start-ups, Strategic Financial..., Strategy, Venture Capital

Education
Keene State College   1995 — 1999
BS, Business Management

University of New England   1993 — 1994

Claire Fu Claire Fu Greater New York City Area Details
Claire Fu's Bernstein Private Wealth Management Experience June 2013 - May 2015
Job Managing Associate at Bernstein Private Wealth Management
Industry Investment Management
Experience
Bernstein Private Wealth Management   June 2013 - May 2015
Grey Group  June 2012 - August 2012
Vogue  January 2012 - May 2012
Harper's Bazaar  September 2011 - December 2011
Fendi  May 2011 - August 2011
The New York Times  May 2011 - August 2011

Skills
Data Analysis, Marketing Communications, Research, Creative Writing, Market Research, Marketing Strategy, Social Networking, Management, Marketing, Public Speaking, CRM, Social Media, Editing, Financial Modeling

Education
Columbia University in the City of New York   2009 — 2013
B.A., Psychology, Business Management, Cum Laude

Shanghai American School   2005 — 2009
High School

Rick Meyers Rick Meyers Greater Chicago Area Details
Rick Meyers's Bernstein Private Wealth Management Experience 2001 - Present
Job Senior Managing Director at Bernstein Private Wealth Management
Industry Financial Services
Experience
Bernstein Private Wealth Management   2001 - Present
Marakon Associates  September 1999 - August 2001
Northern Trust Company  July 1993 - July 1996

Skills
Asset Management, Alternative Investments, Wealth Management, Endowments, Investment Advisory, Financial Planning, Asset Allocation, Wealth, Investment Strategies

Education
Northwestern University - Kellogg School of Management   1997 — 1999
MBA, Strategy and Finance

Hamilton College   1989 — 1993
BA, Psychology

New Trier   1985 — 1989

Erica Goldberg Schultz Erica Goldberg Schultz Greater New York City Area Details
Erica Goldberg Schultz's Bernstein Private Wealth Management Experience September 2015 - Present
Job Private Wealth Group Coordinator at Bernstein
Industry Investment Management
Experience
Bernstein Private Wealth Management   September 2015 - Present
STICARS LLC   2005 - December 2014

Skills
Marketing Strategy, Social Media, Strategic Planning, Art, Marketing

Education
Sarah Lawrence College
BA, political philosophy

Matthew Pritzkur Matthew Pritzkur Washington D.C. Metro Area Details
Matthew Pritzkur's Bernstein Private Wealth Management Experience March 2010 - Present
Job AVP, Senior Analyst at Bernstein Private Wealth Management
Industry Investment Management
Experience
Bernstein Private Wealth Management   March 2010 - Present
Bernstein Private Wealth Management   March 2007 - February 2010
Bernstein Private Wealth Management   October 2005 - February 2007
American Express Financial Advisors  December 2001 - September 2004

Skills
Asset Allocation, Portfolio Management, Retirement Planning, Fundamental Analysis, Quantitative Analysis, Estate Planning, Estate Tax Planning, Multi-generational..., Trust Management, Taxation of Trusts, Charitable Trusts, GRATs, Private Foundations, Endowments, Executive Compensation..., Employee Stock Options, Financial Modeling, Separately Managed..., Fixed Income Portfolio..., Alternative Investments, Investment Strategies, Asset Management, Equities, Investments, Hedge Funds, Finance, Mutual Funds, Wealth Management

Education
University of Delaware   1997 — 2001
Bachelor of Arts (B.A.), Economics

Brandywine High School   1993 — 1997

Chris Clarkson Chris Clarkson Greater Los Angeles Area Details
Chris Clarkson's Bernstein Private Wealth Management Experience 1995 - Present
Job Director at Bernstein Private Wealth Management
Industry Investment Management
Experience
Bernstein Private Wealth Management   1995 - Present

Skills
Asset Allocation, Asset Managment, Alternative Investments, Estate Planning, Investments, Portfolio Management, Wealth Management, Investment Management, Hedge Funds, Wealth, Retirement, High Net Worth..., Mutual Funds, Fixed Income, Investment Strategies, Asset Management

Education
University of California, Santa Barbara   1987 — 1991
BA, Business Economics

Jay Leonard Jay Leonard Greater Chicago Area Details
Jay Leonard's Bernstein Private Wealth Management Experience September 2009 - Present
Job Principal & Private Wealth Advisor at AB Bernstein
Industry Investment Management
Experience
Bernstein Private Wealth Management   September 2009 - Present
Morgan Stanley Private Wealth Management  April 2006 - September 2009
Marsh & McLennan  April 2001 - April 2006
Credit Suisse Asset Management  August 1999 - April 2001

Skills
Investments, Asset Management, Asset Allocation, Alternative Investments, Private Equity, Portfolio Management, Equities, Strategic Financial..., Finance, Financial Modeling, Mergers & Acquisitions, Wealth Management

Education
Northwestern University   2003 — 2006
Master of Business Administration (MBA), Finance, Strategy, Marketing

Bucknell University   1995 — 1999
BA, Finance & Economics (Interdepartmental Major)

Paul E. Dorr, Jr. Paul E. Dorr, Jr. Greater New York City Area Details
Paul E. Dorr, Jr.'s Bernstein Private Wealth Management Experience September 1993 - Present
Job Vice President, Financial Advisor at Bernstein Private Wealth Management
Industry Investment Management
Experience
Bernstein Private Wealth Management   September 1993 - Present

Skills
Asset Allocation, Estate Planning, Retirement Planning, Investments, Wealth Management..., Financial Advisory, Investment Strategies, Alternative Investments, Investment Management, Asset Management, Trusts, Wealth Management, Series 7, Series 63, High Net Worth..., Asset Managment, Hedge Funds, Finance, Equities, Investment Advisory, Securities, Fixed Income, Mutual Funds, Wealth, Bonds, Private Equity, FINRA, Strategic Financial..., Estate Tax Planning, Portfolio Management, Fund Of Funds, 401k

Education
San Francisco State University
Bachelor of Arts, International Relations

Bishop Montgomery High School

Derek Weatherford, CFP ® Derek Weatherford, CFP ® Greater Minneapolis-St. Paul Area Details
Derek Weatherford, CFP ®'s Bernstein Private Wealth Management Experience September 2015 - Present
Job Financial Advisor at Bernstein Global Wealth Management
Industry Financial Services
Experience
Bernstein Private Wealth Management   September 2015 - Present
US Bank  May 2011 - August 2015
US Bank  February 2007 - May 2011
Bank of New York/JPMorgan Chase   August 2005 - January 2007
Bank of America  April 2005 - October 2006
Bank of America  March 2002 - April 2004

Skills
Leveraged Lending, Portfolio Management, Estate Planning, Succession Planning, Wealth Preservation..., Multi-generational..., Charitable Gift Planning, Leadership Development, Cross-functional Team..., Sales Management, Sales Leadership..., Strategic Financial..., Private Banking, Wealth Management, Relationship Management, Asset Allocation, Mortgage Lending, Loans, Credit

Education
Stanford University   1990 — 1994
BA, Business

John Randolph John Randolph Wayzata, Minnesota Details
John Randolph's Bernstein Private Wealth Management Experience July 2001 - November 2003
Job Sr Vice President Wealth Management, UBS financial Services Inc Randolph Wealth Management Partners
Industry Financial Services
Experience
UBS  August 2010 - Present
Merrill Lynch  November 2003 - August 2010
Bernstein Private Wealth Management   July 2001 - November 2003
Mercury Marine  1993 - 1999

Education
Denison University   1980 — 1984
BA, Economics

Blake   1974 — 1980

David Barnard David Barnard New York, New York Details
David Barnard's Bernstein Private Wealth Management Experience 2013 - Present
Job Head of Bernstein Private Wealth Management
Industry Investment Management
Experience
Bernstein Private Wealth Management   2013 - Present
Sanford C. Bernstein  1998 - 2013

Education
Dartmouth College - The Tuck School of Business at Dartmouth
Master of Business Administration (M.B.A.)

University of Notre Dame
Bachelor's Degree, English

Tyler Calder Tyler Calder Greater Boston Area Details
Tyler Calder's Bernstein Private Wealth Management Experience May 2015 - Present
Job Private Client Associate at Bernstein Global Wealth Management
Industry Financial Services
Experience
Bernstein Private Wealth Management   May 2015 - Present
U.S. Trust   July 2013 - May 2015
State Street Global Advisors  June 2012 - August 2012
State Street Bank  June 2010 - August 2011
Ed Martin Plumbing   May 2008 - August 2010

Skills
Microsoft Excel, Microsoft Office, Bloomberg Terminal, Hoovers, CRM, Morningstar, Teamwork, Bloomberg, Fixed Income, Portfolio Management

Education
Merrimack College   2009 — 2013
Bachelor of Science in Business Administration, Finance, General, Senior

Richmond, The American International University in Rome   2011 — 2011
Semester Abroad, Finance, General, N/A

Ben Lazaroff Ben Lazaroff Greater New York City Area Details
Ben Lazaroff's Bernstein Private Wealth Management Experience May 2015 - Present
Job Summer Intern at Bernstein Private Wealth Management
Industry Management Consulting
Experience
Bernstein Private Wealth Management   May 2015 - Present
The Dershowitz Group  May 2014 - August 2014
Washington University in St. Louis  December 2012 - August 2014
Washington University in St. Louis  January 2014 - May 2014
Washington University in St. Louis  January 2014 - May 2014
Washington University in St. Louis  January 2014 - May 2014
Washington University in St. Louis  August 2013 - May 2014

Skills
Research, Analytic Thinking, Speech Writing, Quantitative Research, Public Speaking, Social Media, Political Science, Editing, Volunteering, Data Analysis, Critical Thinking, Historical Research, Economics, Writing, Statistics, Teamwork, Program Development, Politics, Qualitative Research, Microsoft Office, PowerPoint, Microsoft Excel, Microsoft Word, Event Planning, Leadership, SPSS, Spanish, Community Outreach, Customer Service, Fundraising, Financial Analysis, Financial Modeling, Analysis, Market Research, Strategy, Econometrics, Marketing, Team Leadership

Education
Washington University in St. Louis   2012 — 2016
Bachelor's Degree, Philosophy-Neuroscience-Psychology;Second: International Economics; Minor: Political Science

SDA Bocconi
Study Abroad BSBA Scholarship

The London School of Economics and Political Science (LSE)   2013 — 2013
Study Abroad Certificate

Floral Park Memorial High School   2006 — 2012
Diploma

Kurt Watkinson Kurt Watkinson Greater New York City Area Details
Kurt Watkinson's Bernstein Private Wealth Management Experience December 2014 - Present
Job Private Client Associate at Bernstein Private Wealth Management
Industry Financial Services
Experience
Bernstein Private Wealth Management   December 2014 - Present
SEI  July 2012 - December 2014
SEI  June 2011 - August 2011
Kildare Capital   June 2010 - August 2010

Education
Georgetown University   2008 — 2012
Bachelor of Arts (B.A.)

The Haverford School   1998 — 2008

Brenna Coughlin Brenna Coughlin San Francisco Bay Area Details
Brenna Coughlin's Bernstein Private Wealth Management Experience March 2012 - April 2013
Job Associate at BlackRock
Industry Financial Services
Experience
BlackRock  May 2013 - Present
Bernstein Private Wealth Management   March 2012 - April 2013
BlackRock  August 2011 - November 2011
Investment Technology Group  December 2008 - July 2011

Skills
Series 7, Series 63

Education
Trinity College-Hartford   2004 — 2008
BS, Economics, Language Concentration in Hispanic Studies

Thayer Academy   2000 — 2004

Anne Bucciarelli, CFA Anne Bucciarelli, CFA Greater New York City Area Details
Anne Bucciarelli, CFA's Bernstein Private Wealth Management Experience December 2014 - Present
Job Vice President and Director at Bernstein Private Wealth Management
Industry Financial Services
Experience
Bernstein Private Wealth Management   December 2014 - Present
Bernstein Private Wealth Management   August 2010 - November 2014
Bernstein Private Wealth Management   December 2008 - July 2010
Bernstein Private Wealth Management   February 2004 - September 2006
International Masters Publishers, Inc.   November 2002 - January 2004

Skills
Financial Modeling, Risk Management, Portfolio Management, Investments, Investment Strategies, Investment Management, Asset Allocation, Wealth Management, Asset Management, Equities, Financial Advisory, Fixed Income, Hedge Funds, Alternative Investments, Analysis, Management, Private Equity, Securities, Venture Capital, Financial Analysis, Series 63, Series 7, Financial Planning, Financial Services, Capital Markets

Education
Loyola University Chicago   1999 — 2002
BBA, Finance, Information Systems

Loyola University of Chicago, John Felice Rome Center   2001 — 2001
Bachelor of Business Administration (BBA), International Management

Riley Yang Riley Yang San Francisco, California Details
Riley Yang's Bernstein Private Wealth Management Experience 2013 - Present
Job Senior Managing Associate at Bernstein Private Wealth Management
Industry Investment Management
Experience
Bernstein Private Wealth Management   2013 - Present
U.C. Berkeley Economics Department   January 2012 - May 2013

Education
University of California, Berkeley   2009 — 2013
Bachelor of Arts (B.A.), Economics, Applied Mathematics

Arnold O. Beckman High School   2005 — 2009

Todd Krough Todd Krough Greater Minneapolis-St. Paul Area Details
Todd Krough's Bernstein Private Wealth Management Experience July 2014 - Present
Job Vice President, Financial Advisor
Industry Financial Services
Experience
Bernstein Private Wealth Management   July 2014 - Present
Fidelity Investments  December 1992 - July 2014
Wells Fargo Advisors  January 1990 - December 1992
Ameriprise Financial  October 1987 - December 1989

Education
Gustavus Adolphus College   1981 — 1985
Bachelor of Arts, Business Administration

Minnetonka High

Alexandra (Lexi) Johnson Alexandra (Lexi) Johnson Washington D.C. Metro Area Details
Alexandra (Lexi) Johnson's Bernstein Private Wealth Management Experience 2008 - 2012
Job Human Resources and Payroll Specialist at NRUCFC (National Rural Utilities Cooperative Finance Corporation)
Industry Financial Services
Experience
NRUCFC (National Rural Utilities Cooperative Finance Corporation)   July 2012 - Present
Bernstein Private Wealth Management   2008 - 2012
Perfect Settings LLC   January 2008 - June 2008
American Cancer Society  January 2007 - December 2007

Skills
Microsoft Excel, ADP Payroll, ADP HRB, ADP E-Time, SuccessFactors, Taleo, Salary Benchmarking, Employee Benefits, Affordable Care Act, FMLA, COBRA, Employee Wellness..., Payroll Processing, Employee Training, New Hire Processes, Budget Reconciliation, Reporting & Analysis, Customer Service

Education
American University   2004 — 2008
BA, Psychology

Darryl Rodgers Darryl Rodgers Greater Chicago Area Details
Darryl Rodgers's Bernstein Private Wealth Management Experience October 2014 - Present
Job Vice President, Financial Advisor at Bernstein Private Wealth Management
Industry Investment Management
Experience
Bernstein Private Wealth Management   October 2014 - Present
Point Capital Markets, LLC / CAVU Securities, LLC   March 2012 - May 2014
MindStare, LLC   June 2006 - March 2011
Bank of America  April 2003 - June 2006
Merrill Lynch  August 1999 - April 2003
Goldman Sachs  June 1998 - August 1998
US Army  1994 - 1997

Education
United States Military Academy at West Point   1990 — 1994
Bachelor of Science (BS), Mathematical Economics ~ Minor in Systems Engineering

University of Virginia - Darden Graduate School of Business Administration   1997 — 1999
Master of Business Administration (MBA), General Management

Annie Shafran Annie Shafran Austin, Texas Details
Annie Shafran's Bernstein Private Wealth Management Experience September 2013 - July 2015
Job Associate at UBS
Industry Financial Services
Experience
UBS Wealth Management  August 2015 - Present
Bernstein Private Wealth Management   September 2013 - July 2015
Karmalot   June 2013 - September 2013

Skills
Microsoft Word, Microsoft Excel, PowerPoint, Public Speaking, Public Relations, Event Planning, Organization, Trends, Emerging Trends, Start-ups, Analysis, Management

Education
University of California, Berkeley   2010 — 2013
Bachelor of Arts (B.A.), Political Science, History

The Taft School   2006 — 2009
High School Diploma

Megan Pattison Megan Pattison New York, New York Details
Megan Pattison's Bernstein Private Wealth Management Experience June 2015 - Present
Job Private Client Associate at Bernstein Wealth Management
Industry Financial Services
Experience
Bernstein Private Wealth Management   June 2015 - Present
St. Lawrence University  September 2014 - May 2015
Delta Delta Delta  January 2014 - January 2015
Stanwich Advisors LLC  May 2014 - August 2014
Bella Clothing and Shoes   2011 - January 2014

Skills
PowerPoint, Sales, Management, Microsoft Word, Public Speaking, Facebook, Microsoft Excel, Social Media, Customer Service, Retail, Teamwork, Series 7, Series 63

Education
Saint Lawrence University   2011 — 2015
Bachelor's degree, Economics and Spanish, Junior

Dartmouth College - The Tuck School of Business at Dartmouth   2013 — 2013
Business Bridge Program

Hanover High School   2007 — 2011

Michael Chiappetta Michael Chiappetta White Plains, New York Details
Michael Chiappetta's Bernstein Private Wealth Management Experience March 2015 - September 2015
Job Pricing Analyst
Industry Financial Services
Experience
Bernstein Private Wealth Management   March 2015 - September 2015
UBS  December 2013 - June 2014
Glencore  July 2013 - November 2013
Morgan Stanley Wealth Management  April 2012 - March 2013
Putnam Eletric   August 2007 - August 2011
Greenwich Country Club  May 2009 - May 2011

Education
Iona College   2007 — 2012
Bachelor of Business Administration (BBA), Finance, Undergrade

Jennifer Piña Jennifer Piña Greater New York City Area Details
Jennifer Piña's Bernstein Private Wealth Management Experience August 2011 - June 2015
Job Private Client Relations Manager—FENDI Americas
Industry Luxury Goods & Jewelry
Experience
Fendi  June 2015 - Present
Bernstein Private Wealth Management   August 2011 - June 2015
Bernstein Private Wealth Management   August 2007 - August 2011
Investor Relations International   November 2005 - August 2007
Hale Bob  January 2005 - November 2005

Skills
Marketing, New Business Development, Sales, Business Development, Public Relations, Strategic Planning, Luxury Brand Marketing, Luxury Lifestyle, Luxury Goods, Investments, Portfolio Management, Social Media Marketing, Private Equity, Management, Real Estate, Strategic Financial..., Series 7, Alternative Investments, Asset Managment, Wealth Management, Series 63, Asset Management, CRM, Marketing Strategy

Education
San Diego State University-California State University   2000 — 2004
Bachelors of Science, Major in Business Management, Minor in Spanish, Business Honors Program

Orange County Highschool of the Arts   1996 — 2000
Commercial Dance

Gonzalo Acevedo Gonzalo Acevedo Miami/Fort Lauderdale Area Details
Gonzalo Acevedo's Bernstein Private Wealth Management Experience June 2015 - Present
Job Managing Director at Bernstein Private Wealth Management
Industry Banking
Experience
Bernstein Private Wealth Management   June 2015 - Present
City National Bank  March 2012 - March 2015
SunTrust Bank  August 2010 - March 2012
HSBC Private Bank  July 2005 - August 2010
Bank of America  August 2001 - July 2005
ABN AMRO Bank N.V.   December 1998 - August 2001
Citigroup  September 1995 - December 1999

Skills
Wealth Management, Investments, Private Banking, Investment Banking, Finance, Loans, Investment Management, Wealth Management..., CRM, Leadership, Management, High Net Worth..., Asset Management, Branch Banking, Contract Negotiation, Financial Analysis, Financial Services, Insurance, Series 63, Series 7

Education
Florida International University - College of Business Administration   2008 — 2010
Master of Business Administration (Executive - MBA), Business Administration

Florida International University   1988 — 1991
Bachelor of Arts, Political Science

Florida International University   1987 — 1991
Certificate of Studies (LACC), Latin America and The Caribbean

Keith S. Markey Keith S. Markey Greater New York City Area Details
Keith S. Markey's Bernstein Private Wealth Management Experience 2010 - 2010
Job Senior Talent Acquisition Manager at E*TRADE Financial Corporation
Industry Financial Services
Experience
E*TRADE Financial Corporation  2015 - Present
Northwestern Mutual  2013 - 2015
Robert Half International - Accountemps  2012 - 2013
Nuveen Investments  2011 - 2012
Canyon Capital Advisors  2010 - 2010
Bernstein Private Wealth Management   2010 - 2010
Fuze Beverage - a Coca-Cola Company   2007 - 2009
Morgan Stanley  2002 - 2007

Skills
Derivatives, Recruiting, Staffing Services, Internet Recruiting, Equities, Temporary Placement, Bloomberg, Swapswire, Temporary Staffing, Resume Writing, Finance, Fixed Income, Microsoft Excel, PowerPoint, Interviews, Onboarding, Screening Resumes, Client Services, Microsoft Word, Sourcing, Career Counseling, Mutual Funds, Private Client Services, Client Service Oriented, CRM, ProTrack, Unix, DTCC, Mac OS, Windows, Access, Sim Corp Dimension, Social Media, SAG, AFTRA, AEA, Client/Hiring Manager..., Candidate Marketing, Career Development..., Life Insurance, Insurance, Fixed Annuities, Variable Annuities, College Funding..., College Funds, Estate Planning, Strategic Financial..., Management, Sales, Leadership

Education
Sacred Heart University
BS, Business, dual concentration in Marketing and Management

Poly Prep Country Day School
High School

Emilee Liu Emilee Liu Los Angeles, California Details
Emilee Liu's Bernstein Private Wealth Management Experience June 2015 - Present
Job Associate at Bernstein Private Wealth Management
Industry Financial Services
Experience
Bernstein Private Wealth Management   June 2015 - Present
Neuberger Berman  June 2014 - March 2015
UCLA Anderson School of Management  February 2013 - September 2014
Sunshine Sachs  February 2013 - April 2013
Go! Calendars, Games & Toys   2012 - 2013
Criminal Defense Law Offices of Lawrence Wolf   June 2012 - August 2012

Skills
Courts, Event Planning, Research, PowerPoint, Sales, Social Networking, Customer Service

Education
UCLA   2011 — 2015
Bachelor of Arts (BA), Economics & Sociology

Universidad de Granada
Spanish Language; Economics; Culture

Evan Moretti Evan Moretti Miami/Fort Lauderdale Area Details
Evan Moretti's Bernstein Private Wealth Management Experience May 2015 - Present
Job Private Client Associate at Bernstein Private Wealth Management
Industry Investment Management
Experience
Bernstein Private Wealth Management   May 2015 - Present
Wells Fargo  August 2012 - May 2015
Newport Coast Securities  January 2011 - August 2012
Reid Resort Realty, Inc   2010 - 2011
Marcus & Millichap 2009 �2010   2009 - 2010

Skills
Real Estate, Investments, Financial Analysis, Market Research, Marketing, Proposal Writing, Finance, Sales, Customer Service, Microsoft Office, Project Management, Database Administration, Management, Investment Properties, Asset Managment, Strategic Financial..., Portfolio Management, Brokerage, Insurance, Financial Modeling, Budgets, Wealth Management

Education
University of Central Florida   2006 — 2010
Bachelor of Business Administration (B.B.A.), Finance

University of Central Florida - College of Business Administration   2006 — 2010
Bachelor's Degree, Finance

Dayne Crist Dayne Crist Greater Los Angeles Area Details
Dayne Crist's Bernstein Private Wealth Management Experience April 2015 - Present
Job Vice President and Financial Advisor at Bernstein Private Wealth Management
Industry Investment Management
Experience
Bernstein Private Wealth Management   April 2015 - Present
Northwestern Mutual  December 2013 - March 2015
Northwestern Mutual  September 2012 - May 2013
University of Kansas  January 2012 - May 2013

Skills
Sports Management, Public Speaking, Sports, Sports Marketing, Leadership, Team Building, New Business Development, Strategic Planning, Event Planning, Financial Analysis, Teaching, Social Networking, Coaching, Social Media Marketing, PowerPoint, Social Media, Fundraising, Research, Microsoft Excel, Management, Marketing, Event Management, Public Relations, Time Management, Marketing Communications, Microsoft Office, Data Analysis, Nonprofits, Facebook, Microsoft Word, Community Outreach, Customer Service, Higher Education, Sales, Teamwork, Editing, Access, Leadership Development, Athletics, Budgets, Analysis

Education
University of Notre Dame   2008 — 2012
Bachelor of Science (BS), Business Management and Consulting

University of Kansas   2012 — 2013
Graduate Student, Sports Management

Laura Bancroft Laura Bancroft Houston, Texas Area Details
Laura Bancroft's Bernstein Private Wealth Management Experience April 2014 - Present
Job Coordinator at Bernstein Global Wealth Management
Industry Financial Services
Experience
Bernstein Private Wealth Management   April 2014 - Present
AEON  January 2012 - April 2013

Skills
Tutoring, Teaching, Curriculum Development, Curriculum Design, Teaching English as a..., Psychology, Piano, Classroom

Education
Rice University   2007 — 2011
Bachelor of Arts (B.A.), Psychology

Keio University   2010 — 2010
Cross-Cultural Studies

Interlochen Arts Academy   2003 — 2007
High School Diploma, Piano Performance

Kip Schaefer Kip Schaefer Greater Philadelphia Area Details
Kip Schaefer's Bernstein Private Wealth Management Experience April 2014 - Present
Job Vice President and Financial Advisor at Bernstein Private Wealth Management
Industry Investment Management
Experience
Bernstein Private Wealth Management   April 2014 - Present
National Philanthropic Trust  February 2009 - March 2014
Bear Stearns & Co.   February 1997 - August 2008

Skills
Philanthropy, Planned Giving, Investment Management, Stewardship, Grants, Fundraising, Non-profits, Strategic Partnerships, Entrepreneurship, Alternative Investments, Public Speaking, Governance, Salesforce.com, Marketing Communications, Proprietary Trading, Personal Financial..., Business Relationship..., Capital Markets Analysis, Product Development

Education
New York University   2006 — 2008
Master of Science (M.S.), Fundraising and Philanthropy

University of North Carolina at Chapel Hill   1992 — 1996
Bachelor of Arts (B.A.), Psychology

Redwood High School   1989 — 1992
H.S. Diploma

Stephanie Tharpe Bennett Stephanie Tharpe Bennett Washington D.C. Metro Area Details
Stephanie Tharpe Bennett's Bernstein Private Wealth Management Experience 2012 - Present
Job Financial Advisor at Bernstein Global Wealth Management
Industry Financial Services
Experience
Bernstein Private Wealth Management   2012 - Present
Barclays  2009 - 2012
Charles Schwab  2005 - 2007
Merrill Lynch  2002 - 2005

Skills
Series 7, Series 63, Series 66, Series 31, Series 55

Education
University of Virginia - Darden Graduate School of Business Administration   2007 — 2009
Master of Business Administration (MBA)

Rice University
Bachelor of Arts (B.A.), Biology

Toigo

Brielle Kriegstein Brielle Kriegstein New York, New York Details
Brielle Kriegstein's Bernstein Private Wealth Management Experience May 2011 - August 2012
Job Site Merchandise Operations Manager at Saks Fifth Avenue
Industry Retail
Experience
Saks Fifth Avenue  February 2015 - Present
Saks Fifth Avenue  January 2013 - February 2015
Bernstein Private Wealth Management   May 2011 - August 2012
Argonaut Capital  2006 - 2010

Skills
Luxury Goods, Investor Relations, Fashion, Merchandising, Retail, E-commerce, Styling, Series 7, Series 63, Omniture, Alfresco, Beauty Industry, Microsoft Excel, Management, Trend Analysis, Marketing Strategy, Social Media Marketing, Social Media

Education
Skidmore College
Bachelor's Degree, Management and Business

Jeff House Jeff House Austin, Texas Details
Jeff House's Bernstein Private Wealth Management Experience July 2015 - Present
Job Private Client Associate at Bernstein Private Wealth Management
Industry Banking
Experience
Bernstein Private Wealth Management   July 2015 - Present
Q2 Software  August 2014 - January 2015
Q2 Software  June 2014 - August 2014
American Campus Communities – 26 West   September 2013 - February 2014
American Campus Communities – 26 West   May 2013 - August 2013
The Student Centre   May 2012 - August 2012

Skills
Accounting, Microsoft Excel, Financial Analysis, Sales, Leases, PowerPoint, Financial Modeling, Student Housing, Microsoft Word, Creative Writing, Solid computer skills, Leasing, Customer Service, Investments, Fair Housing, Research, Data Analysis, Leadership, Finance, Public Speaking, Management, Microsoft Office

Education
The University of Texas at Austin - Red McCombs School of Business   2012 — 2015
Bachelor of Business Administration (BBA), Banking, Corporate, Finance, and Securities Law, Junior

The University of Texas at San Antonio   2011 — 2012

TASIS England   1997 — 2011

Eric Lyons Eric Lyons Greater Atlanta Area Details
Eric Lyons's Bernstein Private Wealth Management Experience December 2005 - Present
Job Vice President at Bernstein Private Wealth Management
Industry Financial Services
Experience
Bernstein Private Wealth Management   December 2005 - Present
Tandus  1995 - 2005

Skills
Financial Analysis, Investment planning and..., Wealth transfer..., Pre transaction planning, Global asset allocation, Mergers, Asset Allocation, Alternative Investments, Wealth, Mergers & Acquisitions, Estate Planning, Investments, Securities, Wealth Management, Strategic Financial..., Wealth Management..., Asset Management, High Net Worth..., Investment Strategies, Investment Advisory, Hedge Funds, Retirement Planning, Investment Management, Trusts, Private Equity, Financial Planning

Education
Indiana University - Kelley School of Business   1988 — 1992

Blair Cannon Blair Cannon San Diego, California Details
Blair Cannon's Bernstein Private Wealth Management Experience February 2010 - July 2015
Job Senior Vice President Private Wealth Advisor at UBS Wealth Management
Industry Investment Management
Experience
UBS Wealth Management  July 2015 - Present
Bernstein Private Wealth Management   February 2010 - July 2015
GE Capital — Global Semiconductor Investments   January 2003 - January 2010

Education
Pepperdine University, The George L. Graziadio School of Business and Management   1999 — 2002
MBA, Finance

University of California, Irvine   1989 — 1993
Bachelor of Arts (B.A.), Social Ecology

Andrew Zimmer Andrew Zimmer Greater San Diego Area Details
Andrew Zimmer's Bernstein Private Wealth Management Experience June 2013 - January 2015
Job Private Wealth Manager
Industry Financial Services
Experience
Overland & Shanahan Wealth Advisors, Inc.   February 2015 - Present
Bernstein Private Wealth Management   June 2013 - January 2015
Stage 5 Group LLC   January 2010 - April 2013
Cottingham & Butler  July 2009 - June 2010
M&N Trading  September 2006 - February 2009

Skills
Risk Management, Capital Markets, Financial Analysis, Fixed Income, Trading, Business Planning, People Skills, Derivatives, Alternative Investments, Start-ups, Strategy, Analysis

Education
Loras College   2002 — 2006
BA, Finance, concentration in Int'l Business

Stephen R. Hedrick Stephen R. Hedrick Jupiter, Florida Details
Stephen R. Hedrick's Bernstein Private Wealth Management Experience January 2011 - October 2013
Job Business Strategist | Family Office Consultant | Certified Financial Planner Candidate
Industry Capital Markets
Experience
Cary Stamp & Company   March 2014 - June 2015
Bernstein Private Wealth Management   January 2011 - October 2013
Bernstein Private Wealth Management   June 2010 - August 2010

Skills
Investments, Series 7, Asset Management, Equities, Bloomberg, Investment Strategies, Asset Managment, Mutual Funds, CRM, Leadership, Trading, Finance, Analysis, Alternative Investments, Forecasting, Derivatives, Valuation, Financial Modeling, Corporate Finance, Due Diligence, Financial Analysis, Portfolio Management, Asset Allocation

Education
Florida Atlantic University   2014 — 2015
Office Depot Center for Executive Education, Certified Financial Planner Certification Program

Salisbury University   2006 — 2010
Bachelor's of Science, Finance

York Suburban   2002 — 2006

Daniel Bunker Daniel Bunker Greater Philadelphia Area Details
Daniel Bunker's Bernstein Private Wealth Management Experience July 2015 - Present
Job Associate at Bernstein Private Wealth Management
Industry Investment Management
Experience
Bernstein Private Wealth Management   July 2015 - Present
Goldman Sachs  March 2014 - September 2014
JPMorgan Chase  September 2012 - March 2013
PFM Advisors   September 2011 - March 2012
Quotient Financial Solutions   May 2010 - August 2010

Education
Drexel University   2010 — 2015
Bachelor of Science in Economics, Minor in Finance, Summa Cum Laude

Diocesan College (Bishops)   2005 — 2009
Distinction ("A" Average)

Heather McSwiggin Heather McSwiggin Monterey, California Details
Heather McSwiggin's Bernstein Private Wealth Management Experience 2005 - 2007
Job Assistant to the Worldwide Head of Music at Paradigm Talent Agency
Industry Entertainment
Experience
Paradigm Talent Agency  2007 - Present
Bernstein Private Wealth Management   2005 - 2007
Free Lance Wardrobe Styling   2004 - 2004

Skills
Administrative..., Music Industry, Interviews, Office Administration, Human Resources, Data Entry, Research, Phone Etiquette, Travel Arrangements, ADP ezLaborManager, Microsoft Office, Microsoft Excel, Microsoft Word, Expense Reports, Business Letters, Tour Booking

Education
Ohio University   2000 — 2004
Human and Consumer Sciences, Retail Merchandising

Chloe Zomnir Chloe Zomnir Washington, District Of Columbia Details
Chloe Zomnir's Bernstein Private Wealth Management Experience April 2015 - Present
Job Associate at Alliance Bernstein
Industry Financial Services
Experience
Bernstein Private Wealth Management   April 2015 - Present
Fisher Investments  September 2014 - April 2015
Carnegie Mellon University  October 2012 - August 2014
Acrinta, LLC   May 2012 - June 2012

Skills
Microsoft Office, Research, Data Analysis, Higher Education, Matlab, Microsoft Excel, Writing, SPSS, German, User Experience, PowerPoint, Access, Editing, Microsoft Word, Teaching, Public Speaking, OS X, Adobe Creative Suite, HTML 5, Office Administration, Translation, Community Outreach, Nonprofits, Fundraising, Event Planning, Customer Service, Project Management, Social Media

Education
Carnegie Mellon University   2010 — 2014
Bachelor of Science (BS), International Relations and Politics, German Studies

Inlingua International (Berlin, Deutschland)   2013 — 2013
B2 Proficiency Level, German Language

Goethe Institut (München, Deutschland)   2012 — 2012
B1 Proficiency Level, German Language

Sewickley Academy   2006 — 2010

Shea McCabe Shea McCabe New York, New York Details
Shea McCabe's Bernstein Private Wealth Management Experience December 2014 - Present
Job Private Client Associate at Bernstein Private Wealth Management
Industry Financial Services
Experience
Bernstein Private Wealth Management   December 2014 - Present
Tradeweb  June 2010 - December 2014

Skills
Series 63, Series 7, Fixed Income, Capital Markets, Electronic Trading, Relationship Management, Bonds, Trading, Equities, Derivatives, Financial Markets, Hedge Funds

Education
NYU Stern School of Business   2012 — 2015
Master of Business Administration (MBA), Finance and Management

Syracuse University   2006 — 2010
Bachelor of Science (B.S.), Finance and Marketing Management

Margaux Harrold Margaux Harrold Greater Chicago Area Details
Margaux Harrold's Bernstein Private Wealth Management Experience March 2015 - Present
Job Private Client Associate at Bernstein
Industry Investment Management
Experience
Bernstein Private Wealth Management   March 2015 - Present
Neuberger Berman  April 2012 - February 2015
MF Global  August 2011 - November 2011
MF Global  November 2010 - August 2011
Credit Suisse  June 2009 - August 2009
Potomac Portfolios LLC,   July 2008 - August 2008
Astor Interiors   June 2007 - August 2007
K.Taeger Clothing Boutique   June 2006 - August 2006

Skills
Bloomberg, Fixed Income, Series 7, Hedge Funds, Derivatives, Capital Markets, Equities, Trading, Series 63, Financial Modeling, Alternative Investments, Investments, Investment Banking, Securities, Valuation, Portfolio Management, Bonds, Asset Managment, Financial Analysis, Electronic Trading

Education
Georgetown University - The McDonough School of Business   2007 — 2010
Bachelor in Business Administration, Finance and Marketing

Hobart and Willam Smith Colleges   2006 — 2007
Bachelor of Arts, Economics and Psychology

Choate Rosemary Hall   2002 — 2006
High School Diploma

Philip Zhou Philip Zhou New York, New York Details
Philip Zhou's Bernstein Private Wealth Management Experience August 2013 - Present
Job Wealth Management, New York City
Industry Financial Services
Experience
AllianceBernstein  August 2013 - Present
Bernstein Private Wealth Management   August 2013 - Present
Semester At Sea / ISE  August 2012 - December 2012
Guoco Group   June 2011 - July 2011
JPMorgan Chase  July 2010 - August 2010
Keppel Land   June 2010 - July 2010
Mercedes-Benz  May 2009 - July 2009

Skills
Microsoft Office, iWork, Bloomberg

Education
University of California, Berkeley
Bachelor of Arts (BA), Political Economy - International Business

National Taiwan University

Xiamen International School

Carilyn Kemph Carilyn Kemph Greater Chicago Area Details
Carilyn Kemph's Bernstein Private Wealth Management Experience February 2013 - Present
Job Business Analyst at Bernstein Private Wealth Management
Industry Financial Services
Experience
Bernstein Private Wealth Management   February 2013 - Present
Bernstein Private Wealth Management   August 2009 - February 2013
Bernstein Private Wealth Management   June 2008 - August 2009
Arrow Appraisal Group, LLC   January 2005 - June 2008
Draper & Kramer Mortgage Corp.   January 2003 - March 2005
The Dilenschneider Group  May 2001 - August 2001

Skills
Asset Management, Event Planning, Finance, Investments, Marketing, Series 7, Strategic Planning, Sales

Education
University of Iowa   1998 — 2002
Bachelors Degree, Journalism & Mass Communication, Business

Ravi Vaidya Ravi Vaidya New York, New York Details
Ravi Vaidya's Bernstein Private Wealth Management Experience June 2015 - Present
Job Private Client Associate at Bernstein Private Wealth Management
Industry Financial Services
Experience
Bernstein Private Wealth Management   June 2015 - Present
Bryant Park Capital  October 2014 - December 2014
Happy Mango Credit Inc.   May 2014 - August 2014
New York University  June 2013 - May 2014
New York University  September 2012 - August 2013
Mount Sinai Beth Israel  June 2012 - June 2013

Skills
Statistical Data..., SPSS, Analysis, Microsoft Excel, Microsoft Office, Economics, Chemistry, Clinical Research, Microsoft Word, PowerPoint, Capital IQ, Stata, Research, Finance, Valuation

Education
New York University   2011 — 2015
Bachelor's degree, Economics Minors: Mathematics, Chemistry

Nyack High School   2007 — 2011

Tara Hawkins Tara Hawkins San Francisco, California Details
Tara Hawkins's Bernstein Private Wealth Management Experience May 2014 - Present
Job Private Client Coordinator at Bernstein Private Wealth Management
Industry Financial Services
Experience
Bernstein Private Wealth Management   May 2014 - Present
Intrax  November 2012 - May 2014
Intrax Centers   July 2012 - November 2012
Lango  February 2012 - August 2012
University of California, Berkeley International House   August 2010 - May 2011
University of California, Berkeley International House   December 2007 - May 2011
Pillsbury Winthrop Shaw Pittman LLP  June 2008 - August 2008

Skills
Research, Microsoft Excel, Data Analysis, Microsoft Word, PowerPoint, Social Media, Event Planning, Public Speaking, Microsoft Office, Community Outreach, Editing, Legal Research, Spanish, Fundraising

Education
University of California, Berkeley   2007 — 2011
Bachelor of Arts, English, minor in Philosophy

University of California, San Diego Extension   2011 — 2011
Paralegal Certificate, ABA-Approved Paralegal Program

Murrieta Valley High School   2003 — 2007

Henry Rauch Henry Rauch New York, New York Details
Henry Rauch's Bernstein Private Wealth Management Experience March 2015 - Present
Job Senior Managing Associate at Bernstein Private Wealth Management
Industry Investment Management
Experience
Bernstein Private Wealth Management   March 2015 - Present
Bernstein Private Wealth Management   November 2011 - March 2015
New Frontier Capital Advisors   January 2011 - November 2011
JP Morgan  June 2008 - August 2008
Bloomberg  June 2007 - August 2007
United States Senate  June 2006 - August 2006

Skills
Private Equity, Asset Management, Alternative Investments, Series 7, Hedge Funds, Series 63, Equities, Investment Management, Fixed Income, Securities, Investment Strategies

Education
College of Charleston   2006 — 2010
BA, English

The Salisbury School

Andrew Gerber Andrew Gerber Atlanta, Georgia Details
Andrew Gerber's Bernstein Private Wealth Management Experience February 2015 - Present
Job Manager, Private Client Services
Industry Investment Management
Experience
Bernstein Private Wealth Management   February 2015 - Present
Bernstein Private Wealth Management   September 2010 - February 2015
Lydian   September 2009 - September 2010

Skills
Investments, Portfolio Management, Banking, Series 7, Mutual Funds, Investment Strategies, Hedge Funds, Marketing, Financial Analysis, Wealth Management, Asset Managment, Financial Modeling, Investment Advisory

Education
Palm Beach Atlantic University   2005 — 2008
Bachelors, Finance/Accounting

Jeyran Ghara Jeyran Ghara New York, New York Details
Jeyran Ghara's Bernstein Private Wealth Management Experience 2010 - Present
Job Financial Advisor, Bernstein Private Wealth Management
Industry Financial Services
Experience
Bernstein Private Wealth Management   2010 - Present
Southard Communications  1995 - 2010
Weber Shandwick/Dorf & Stanton   1989 - 1994

Skills
Wealth Management, Investments, New Business Development, Financial Analysis, Asset Managment, Equities, Series 7, Alternative Investments, Start-ups, Investment Strategies, Asset Management, Research, Strategy, Financial Advisory, Personal Finance, Strategic Planning, Hedge Funds, Finance, Mergers & Acquisitions, Investor Relations

Education
Syracuse University   1985 — 1989
BA

Syracuse University   1985 — 1989

Lauren Ayers Lauren Ayers Arlington, Virginia Details
Lauren Ayers's Bernstein Private Wealth Management Experience November 2006 - July 2010
Job Contracting Officer at Department of the Navy
Industry Government Administration
Experience
Department of the Navy  August 2010 - Present
Bernstein Private Wealth Management   November 2006 - July 2010

Skills
Leadership, Program Management, Microsoft Office, Security Clearance, Customer Service, Project Management, Military, DoD, Policy, Training

Education
University of Virginia Darden School of Business   2012 — 2012
Navy Business Resource Management Program, MBA

James Madison University   1999 — 2003
Bachelor’s Degree, Finance, General

Christopher Bryson Christopher Bryson San Francisco, California Details
Christopher Bryson's Bernstein Private Wealth Management Experience October 2014 - August 2015
Job Senior Sales Development Representative at PandaDoc
Industry Information Technology and Services
Experience
PandaDoc  September 2015 - Present
Bernstein Private Wealth Management   October 2014 - August 2015
Brown Brothers Harriman  June 2013 - October 2014
The Boston Globe  June 2012 - August 2012

Skills
Microsoft Excel, Financial Analysis, Access, SAP, BI, Essbase, MEAPS, Bloomberg, Bloomberg Terminal, Microsoft Office, Infrastructure, Alternative Investments, Financial Modeling, Real Estate, Hedge Funds, Investments, Trading, Fixed Income, Equities, Finance, DCF Valuation, Comparable Analysis, Trading Systems, Accounting, Excel, PowerPoint, Research, Writing, Qualtrics, Training, Valuation, Economics, Analysis, Data Analysis, Asset Allocation, Mutual Funds, Leadership, Financial Services, Asset Management, Sales

Education
Boston University   2009 — 2013
Bachelor of Science in Business Administration, Finance

Tampa Preparatory School   2005 — 2009
High School Diploma

William J. Goldberg William J. Goldberg Houston, Texas Area Details
William J. Goldberg's Bernstein Private Wealth Management Experience September 2003 - March 2012
Job Senior Vice President Investments at UBS Private Wealth Management
Industry Investment Management
Experience
UBS Wealth Management  March 2012 - Present
Bernstein Private Wealth Management   September 2003 - March 2012
KPMG US  February 1979 - June 2003

Education
Cornell Law School   1971 — 1974
J.D., Law

Knox College   1967 — 1971
B.A., History

Bryan Wolff Bryan Wolff Greater Los Angeles Area Details
Bryan Wolff's Bernstein Private Wealth Management Experience August 2007 - February 2010
Job CFO at Thrive Market
Industry Internet
Experience
Thrive Market  August 2015 - Present
DogVacay  September 2014 - August 2015
Bonobos  January 2012 - September 2014
Luxor Capital Group   March 2010 - December 2011
Bernstein Private Wealth Management   August 2007 - February 2010
McKinsey & Company  2001 - 2005

Skills
Venture Capital, Private Equity, Corporate Development, Financial Modeling, Start-ups, Due Diligence, Mergers, Corporate Finance, Valuation, Entrepreneurship, Investment Banking, Financial Analysis, Strategy, Business Strategy, Business Development, Mergers & Acquisitions, Competitive Analysis, Hedge Funds

Education
Stanford Graduate School of Business   2005 — 2007
MBA

Princeton University   1997 — 2001
BSE, Computer Science

Livingston High School   1994 — 1997

Sean Biddinger Sean Biddinger Portland, Oregon Details
Sean Biddinger's Bernstein Private Wealth Management Experience March 2007 - October 2013
Job Wholesaler at Leader Capital Corp
Industry Financial Services
Experience
Leader Capital Corp  November 2013 - Present
Bernstein Private Wealth Management   March 2007 - October 2013

Education
University of California, Berkeley
Bachelor’s Degree

Nathaniel Bobeck, CFP® Nathaniel Bobeck, CFP® Seattle, Washington Details
Nathaniel Bobeck, CFP®'s Bernstein Private Wealth Management Experience August 2014 - Present
Job AVP / Private Client Manager at Bernstein Global Wealth Management
Industry Investment Management
Experience
Bernstein Private Wealth Management   August 2014 - Present
Bernstein Private Wealth Management   2008 - July 2014
Bernstein Private Wealth Management   February 2012 - December 2012
United Launch Alliance (ULA)   March 2006 - August 2008
CGI-AMS  June 2005 - March 2006
Northwestern Mutual  May 2004 - May 2005

Skills
Financial Analysis, Analysis, Financial Modeling, Asset Management, Data Analysis, Microsoft Excel, Series 7, Financial Advisory, Project Management, Strategic Financial..., Wealth Management, Investments, Portfolio Management, Finance, Corporate Finance, CRM

Education
Rensselaer Polytechnic Institute   2001 — 2005
BS, Management

Ben Moscowicz, CFP® Ben Moscowicz, CFP® Miami/Fort Lauderdale Area Details
Ben Moscowicz, CFP®'s Bernstein Private Wealth Management Experience August 2000 - Present
Job Principal at Bernstein Private Wealth Management
Industry Financial Services
Experience
Bernstein Private Wealth Management   August 2000 - Present

Skills
Alternative Investments, Asset Allocation, Series 7, Wealth Management, Investment Management, Asset Managment, Series 63, Hedge Funds, Equities, Portfolio Management, Investments, Investment Strategies, Fixed Income, Estate Planning, Private Equity, Valuation, Capital Markets, Retirement Planning, Wealth Management..., Financial Modeling, Finance, Financial Advisory, Strategic Financial..., Asset Management

Education
University of Colorado Boulder - Leeds School of Business   1996 — 2000
Bachelor of Science (B.S.), Finance

El Camino Real High School   1992 — 1996

Tara Thompson Popernik, CFA Tara Thompson Popernik, CFA Greater New York City Area Details
Tara Thompson Popernik, CFA's Bernstein Private Wealth Management Experience September 2011 - Present
Job Director of Research, Wealth Planning and Analysis Group at Bernstein Global Wealth Management
Industry Investment Management
Experience
Bernstein Private Wealth Management   September 2011 - Present
Bernstein Private Wealth Management   December 2008 - December 2011
Bernstein Private Wealth Management   August 2006 - December 2008
Bernstein Private Wealth Management   November 2004 - August 2006
Bernstein Private Wealth Management   September 2003 - November 2004
Cadwalader Wickersham and Taft  July 2002 - June 2003

Skills
Investments, Asset Allocation, Asset Management, Wealth Management, Portfolio Management, Alternative Investments, Hedge Funds, Equities, Series 7, Finance

Education
Dartmouth College   1998 — 2002
BA, Comparative Literature

Naperville Central High School   1994 — 1998

Nora Brady Nora Brady Greater New York City Area Details
Nora Brady's Bernstein Private Wealth Management Experience April 2011 - April 2015
Job Senior Associate at Bernstein Global Wealth Management
Industry Financial Services
Experience
Bernstein Global Wealth Management  May 2015 - Present
Bernstein Private Wealth Management   April 2011 - April 2015
Bernstein Global Wealth Management  July 2010 - April 2011
Bernstein Global Wealth Management  September 2008 - July 2010

Skills
Series 7, Asset Allocation, Alternative Investments, Hedge Funds, Securities, Investment Management, FINRA, Asset Management, Equities

Education
Fordham University School of Law   2011 — 2015
JD

Colgate University
BA

Deborah Han Deborah Han San Francisco Bay Area Details
Deborah Han's Bernstein Private Wealth Management Experience May 2015 - Present
Job Vice President/Manager, Client Services at Bernstein Private Wealth Management
Industry Financial Services
Experience
Bernstein Private Wealth Management   May 2015 - Present
Franklin Templeton Investments  April 2011 - April 2015
Franklin Templeton Investments  February 2008 - April 2011
Fisher Investments  2007 - 2008
Fisher Investments  2006 - 2007
Fisher Investments  2005 - 2006
Fisher Investments  2003 - 2005

Education
University of California, San Diego   1998 — 2002

Sharon Lewis Sharon Lewis Greater Boston Area Details
Sharon Lewis's Bernstein Private Wealth Management Experience June 2005 - Present
Job Senior Vice President at Bernstein Private Wealth Management
Industry Investment Management
Experience
Bernstein Private Wealth Management   June 2005 - Present
Oppenheimer & Co.   June 2003 - June 2005
Adams Harkness  June 1996 - June 2003

Skills
Equity Research, Wealth Management..., Series 63, Pensions, Estate Planning, Private Equity, Emerging Markets, Finance, Investment Advisory, Economics, Institutional..., Financial Services, Asset Management, Bloomberg, Wealth Management, Investment Banking, Asset Allocation, Portfolio Management, ETFs

Education
Harvard Business School   1981 — 1983
MBA, Finance

Jacksonville University   1970 — 1974
BA, Mathematics

Tom Goff Tom Goff Greater Los Angeles Area Details
Tom Goff's Bernstein Private Wealth Management Experience September 1994 - Present
Job Principal at Bernstein Private Wealth Management
Industry Investment Management
Experience
Bernstein Private Wealth Management   September 1994 - Present
Robert Charles Lesser & Co.   1991 - 1994
Laventhol & Horwath  1976 - 1991

Skills
Investment Management, Investments, Asset Allocation, Finance, Estate Planning, Estate Tax Planning, Real Estate, Alternative Investments, Due Diligence, Financial Analysis, Mergers & Acquisitions, Private Equity, Wealth Management..., Wealth Management, Asset Management, High Net Worth..., Tax, Wealth, Strategic Financial..., Retirement Planning, Financial Planning

Education
Michigan State University - The Eli Broad Graduate School of Management   1974 — 1976
MBA

University of Illinois at Urbana-Champaign
Bachelor of Science (BS)

Frank Gagliardi Frank Gagliardi Cleveland/Akron, Ohio Area Details
Frank Gagliardi's Bernstein Private Wealth Management Experience 2007 - Present
Job AVP/Manager, Private Client Services
Industry Financial Services
Experience
Bernstein Private Wealth Management   2007 - Present

Education
John Carroll University   2000 — 2003
Finance, General

Mayfield

Mayfield

Joel Stevens Joel Stevens Greater New York City Area Details
Joel Stevens's Bernstein Private Wealth Management Experience February 2015 - Present
Job Senior Vice President/Senior Managing Director at Bernstein Private Wealth Management
Industry Investment Management
Experience
Bernstein Private Wealth Management   February 2015 - Present
AllianceBernstein  January 2011 - February 2015
Bernstein Global Wealth Management  January 2008 - January 2011
Bernstein Global Wealth Management  2004 - 2008

Skills
Alternative Investments, Asset Managment, Asset Allocation, Series 7, Investment Management, Equities, Investments, Investment Strategies, Fixed Income, Series 63, Capital Markets, Wealth Management, Hedge Funds, Securities, Investment Advisory, Fund Of Funds, Institutional..., Separately Managed..., ETFs, FINRA, Asset Management, Interviews

Education
Cornell University   1987 — 1991
B.S., Applied Economics

Maria Mainardi Maria Mainardi Greater Philadelphia Area Details
Maria Mainardi's Bernstein Private Wealth Management Experience April 2015 - Present
Job Bernstein Private Wealth Management
Industry Financial Services
Experience
Bernstein Private Wealth Management   April 2015 - Present

Skills
Investments, Series 7, Financial Services, FINRA, Strategic Planning, Health Insurance, Securities, Employee Benefits, Sales, Uniform Combined State..., Finance, Wealth

Education
Penn State University   2004 — 2008
BA, Public Relations, Theatre, Business, International Studies

Council Rock

Dena Altman Dena Altman Greater Los Angeles Area Details
Dena Altman's Bernstein Private Wealth Management Experience April 2013 - Present
Job Assistant Vice President and Manager at Bernstein Private Wealth Management
Industry Investment Management
Experience
Bernstein Private Wealth Management   April 2013 - Present
Bernstein Private Wealth Management   2004 - March 2013

Skills
Series 63, Series 7

Education
University of California, San Diego   1997 — 2001
BA, Human Development

Rick Monfred Rick Monfred Baltimore, Maryland Area Details
Rick Monfred's Bernstein Private Wealth Management Experience 2008 - Present
Job Bernstein
Industry Investment Management
Experience
Bernstein Private Wealth Management   2008 - Present
MuniMae  1998 - 2007

Skills
Investments, Alternative Investments, Financial Modeling, Asset Allocation, Hedge Funds, Series 7, Valuation, Asset Managment, Investment Management, Wealth Management, Equities, Financial Analysis, Fixed Income, Investment Strategies, Portfolio Management, Series 63, Investment Advisory, Mutual Funds

Education
The Johns Hopkins University - Carey Business School
Master of Science (M.S.), Real Estate

University of Maryland School of Law
Doctor of Law (J.D.)

Duke University
Bachelor of Arts (B.A.)

Alison Young Alison Young Houston, Texas Area Details
Alison Young's Bernstein Private Wealth Management Experience August 2015 - Present
Job
Industry Financial Services
Experience
Bernstein Private Wealth Management   August 2015 - Present

Education
Rice University - Jesse H. Jones Graduate School of Management   2009 — 2011
MBA

Netherland, Sewell & Associates, Inc   2013 — 2013

Huntington College   1998 — 2002
BA

American Studies Program   2000 — 2001

Concordia Lutheran High School   1994 — 1998

Greg Cowan Greg Cowan Cleveland/Akron, Ohio Area Details
Greg Cowan's Bernstein Private Wealth Management Experience September 2006 - Present
Job Principal at Bernstein Private Wealth Management
Industry Investment Management
Experience
Bernstein Private Wealth Management   September 2006 - Present
Paychex  March 1997 - August 2006

Skills
Retirement Planning, Strategic Financial..., Investments, 401k, Series 7

Education
Miami University   1987 — 1991
B.S., Accounting

Katie Pagen Katie Pagen Greater New York City Area Details
Katie Pagen's Bernstein Private Wealth Management Experience 2009 - 2010
Job Managing Director
Industry Financial Services
Experience
KeyBanc Capital Markets  May 2010 - Present
Bernstein Private Wealth Management   2009 - 2010
Prudential Equity Group  2006 - 2007
Deutsche Bank Securities  1999 - 2006
JP Morgan  1994 - 1999

Education
Columbia University - Columbia Business School   1997 — 1999
MBA, Finance

Ryan Halvorson, CRPC® Ryan Halvorson, CRPC® Greater Los Angeles Area Details
Ryan Halvorson, CRPC®'s Bernstein Private Wealth Management Experience August 2015 - Present
Job Associate at Bernstein Private Wealth Management
Industry Financial Services
Experience
Bernstein Private Wealth Management   August 2015 - Present
U.S. Trust   August 2013 - July 2015
US Trust  February 2013 - August 2013
Merrill Lynch  September 2011 - February 2013

Skills
Wealth Management, Wealth Outlook, 401k Rollovers, Small business..., Simplified Employee..., Structured lending, Financial Structuring, Wealth, Pensions, Retirement Planning, Outlook

Education
Northern Arizona University, College of Business Administration   2006 — 2011
B.S.B.A, Finance and Marketing

Temecula Valley High School   2002 — 2006

Tracy Schneider Tracy Schneider New York, New York Details
Tracy Schneider's Bernstein Private Wealth Management Experience 2007 - 2015
Job Global Wealth Professional Seeking New Opportunity
Industry Financial Services
Experience
Bernstein Private Wealth Management   2007 - 2015
Sanford C. Bernstein  1995 - 2007
Sanford C. Bernstein  1989 - 1995

Skills
Equities, Asset Managment, Alternative Investments, Series 7, Hedge Funds, Portfolio Management, Bloomberg, Mutual Funds, Asset Allocation, Wealth Management, Investments, Fixed Income, Asset Management, Management, Finance, Investment Management, Strategic Planning

Education
The George Washington University   1985 — 1989
Bachelor’s Degree, Finance

Zain Mikho Zain Mikho New York, New York Details
Zain Mikho's Bernstein Private Wealth Management Experience 2009 - 2011
Job Managing Principal, Woodward Capital Partners
Industry Real Estate
Experience
Woodward Capital Partners   January 2015 - Present
J.P. Morgan   2011 - May 2013
Bernstein Private Wealth Management   2009 - 2011
Medtronic  2006 - 2008
Johnson & Johnson  2004 - 2006
Merck  2000 - 2004

Skills
Asset Management, Sales, Asset Managment, Management, Fixed Income, Investments, Alternative Investments, Financial Analysis, Financial Modeling, Wealth Management, Equities, Portfolio Management, Series 7, Asset Allocation, Project Management, Strategy, Hedge Funds, Finance

Education
Columbia University in the City of New York
Master's Degree, Real Estate Development

Michigan State University
Bachelor of Science

Paul S. Dolcimascolo, CFP® Paul S. Dolcimascolo, CFP® Tampa/St. Petersburg, Florida Area Details
Paul S. Dolcimascolo, CFP®'s Bernstein Private Wealth Management Experience September 2004 - July 2014
Job First Vice President Wealth Management at UBS Private Wealth Management
Industry Investment Management
Experience
UBS Wealth Management  July 2014 - Present
Bernstein Private Wealth Management   September 2004 - July 2014
Morgan Stanley  August 2003 - September 2004

Education
The University of Georgia   1999 — 2003
BBA, Banking and Finance

University of Georgia - Terry College of Business   1999 — 2003
BBA, Banking and Finance

Berkeley Preparatory School   1995 — 1999
High School

Rick Robbins Rick Robbins Atlanta, Georgia Details
Rick Robbins's Bernstein Private Wealth Management Experience November 2011 - Present
Job Vice President at Bernstein Private Wealth Management
Industry Investment Management
Experience
Bernstein Private Wealth Management   November 2011 - Present
Bernstein Global Wealth Management  July 2009 - November 2011
Bernstein Global Wealth Management  September 2006 - June 2009
Bernstein Global Wealth Management  October 2003 - August 2006

Education
Clemson University   1997 — 2002
BS, Computer Science

Bishop McGuinness High School   1994 — 1997

Steven Bergdoll Steven Bergdoll Houston, Texas Area Details
Steven Bergdoll's Bernstein Private Wealth Management Experience August 2014 - Present
Job Senior Associate at Bernstein Private Wealth Management
Industry Financial Services
Experience
Bernstein Private Wealth Management   August 2014 - Present
Bernstein Private Wealth Management   January 2013 - August 2014
Morgan Stanley Smith Barney  November 2010 - January 2013
IMG Financial Group  October 2009 - May 2010

Skills
Investments, Portfolio Management, Alternative Investments, Wealth Management

Education
The University of Texas at Austin - Red McCombs School of Business   2005 — 2009
BBA, Finance

University of Texas
Bachelor of Business Administration, Corporate Finance & Investment Banking

Linda Siksta Linda Siksta Greater Atlanta Area Details
Linda Siksta's Bernstein Private Wealth Management Experience June 2000 - Present
Job Assistant Vice President, Marketing Manager at Bernstein
Industry Investment Management
Experience
Bernstein Private Wealth Management   June 2000 - Present
Northern Trust Bank  May 1998 - June 2000
Salomon Brothers  November 1995 - March 1998

Skills
Marketing, Event Planning, Marketing Strategy, Microsoft Excel, Microsoft Word, Marketing Communications, Event Management, Strategic Planning, Business Strategy

Education
Lewis University
B.A., Business Administration

Marian Catholic High School
Business/Commerce, General

Lisa Stojak Lynch Lisa Stojak Lynch Greater Chicago Area Details
Lisa Stojak Lynch's Bernstein Private Wealth Management Experience May 2005 - May 2006
Job Vice President of Marketing & Communications at PPM America, Inc.
Industry Investment Management
Experience
PPM America  May 2011 - Present
PPM America, Inc.   September 2007 - May 2011
Bernstein Global Wealth Management (Chicago)   May 2006 - September 2007
Bernstein Private Wealth Management   May 2005 - May 2006
Bernstein Private Wealth Management   May 2003 - May 2005

Skills
Asset Managment, Portfolio Management, Investments, Financial Analysis, Due Diligence

Education
Northwestern University - Kellogg School of Management   2010 — 2012
Master of Business Administration (M.B.A.), Finance, Marketing, Management & Strategy

Northwestern University   2005 — 2009
MA Literature

University of Michigan   1999 — 2003
Economics

Steven Corbicz Steven Corbicz Tampa, Florida Details
Steven Corbicz's Bernstein Private Wealth Management Experience September 2014 - Present
Job Assistant Vice President / Manager, Private Client Services at Bernstein Private Wealth Management
Industry Investment Management
Experience
Bernstein Private Wealth Management   September 2014 - Present
Bernstein Private Wealth Management   March 2014 - September 2014
Bernstein Private Wealth Management   July 2012 - March 2014
Hay Group  March 2011 - May 2012
Vanguard  March 2010 - September 2010

Skills
Data Analysis, Microsoft Excel, Investments, Finance, Series 63, Wealth Management..., Asset Allocation, Financial Modeling, Investment Management, Series 7, Manage Client..., Financial Services, Data Modeling, Microsoft Office

Education
Roanoke College   2006 — 2009
BBA, Business Administration, Finance

Doug Deaton Doug Deaton Dallas/Fort Worth Area Details
Doug Deaton's Bernstein Private Wealth Management Experience May 2014 - Present
Job Vice President at Bernstein Investment Research and Management
Industry Investment Management
Experience
Bernstein Private Wealth Management   May 2014 - Present
Caerus Energy, LLC   December 2009 - May 2014
Sammons Corporation  May 2008 - August 2009
Alliance Bernstein  May 2004 - May 2008

Skills
Mergers, Private Equity, Investments, Asset Managment, Alternative Investments, Energy, Strategy, Strategic Planning, Gas, Asset Management, Investment Banking, Venture Capital, Portfolio Management, Mergers & Acquisitions, Commodity, Contract Negotiation, Corporate Development, New Business Development, Start-ups, Trading, Business Development, Management, Finance, Capital Markets, Business Strategy, Executive Management, Business Valuation, Management Consulting, Natural Gas, Corporate Finance, Entrepreneurship, Investment Management, Financial Advisory, Hedge Funds, Equities, Emerging Markets, Financial Planning

Education
Texas Tech University - Rawls College of Business   1989 — 1993
BA, Marketing

Dallas Jesuit High School   1985 — 1989

Andrea Ross Andrea Ross Greater Los Angeles Area Details
Andrea Ross's Bernstein Private Wealth Management Experience August 2015 - Present
Job Vice President/Director at Bernstein Private Wealth Management
Industry Financial Services
Experience
Bernstein Private Wealth Management   August 2015 - Present
Weinstock Manion, A Law Corporation   August 2014 - August 2015
Karlin & Peebles, LLP   January 2013 - August 2014
Karlin & Peebles, LLP   June 2009 - December 2012
Law Offices of Andrea Kushner Ross   January 2005 - May 2009
Freeman, Freeman & Smiley   November 2000 - November 2004

Skills
Trusts, Legal Research, Wills, Tax, Nonprofits, Estate Planning, Tax Law, Estate Administration, Litigation, Legal Writing, Civil Litigation, Estate Tax Planning

Education
Loyola Law School, Loyola Marymount University   2000 — 2005
LLM

University of Southern California Law School   1994 — 1997
JD

UCLA   1989 — 1993
BA, Political Science

E. Cooper O'Connor E. Cooper O'Connor Greater Los Angeles Area Details
E. Cooper O'Connor's Bernstein Private Wealth Management Experience April 2014 - Present
Job Senior Private Client Associate/Associate Officer at Bernstein Private Wealth Management
Industry Investment Management
Experience
Bernstein Private Wealth Management   April 2014 - Present
Bernstein Private Wealth Management   March 2012 - March 2014
6th Street Consulting  May 2011 - March 2012
CBIZ MHM, LLC  2010 - May 2011

Skills
Financial Modeling, Financial Analysis, PowerPoint, MS Project, Portfolio Optimization, Resource Allocation, Excel, SharePoint, Word

Education
University of California, Los Angeles   2005 — 2010
B.A. International Economic Development, Minor Environmental Studies/Geography

Olivia Jane Winters Olivia Jane Winters Philadelphia, Pennsylvania Details
Olivia Jane Winters's Bernstein Private Wealth Management Experience February 2015 - Present
Job Assistant to the Director at Bernstein Private Wealth Management
Industry Financial Services
Experience
Bernstein Private Wealth Management   February 2015 - Present
NPR  2011 - Present
SEAMAAC  November 2014 - February 2015
SOAS Radio   September 2013 - 2014
Survival International  2013 - 2014
Starfinder Foundation  September 2011 - April 2013
Germantown Newspapers Inc.   2012 - 2013
Ergo Preparatory Academy   2011 - 2011
Centro Latino de Salud  2009 - 2011

Skills
Professional Writing, Editing, Academic Writing, Working With Children, Sociology, Social Services, Globalization, Developing Countries, Economic Development, Non-profit Program..., Human Rights, Poverty Reduction, NGOs, Community Development, Community Outreach, Newspapers, International Studies, Public Relations, Development Economics, Advertising, Teaching, Social Networking, Academic Tutoring, Event Planning, Academic Publishing

Education
School of Oriental and African Studies, U. of London   2013 — 2014
MSc, Globalisation and Development

The University of Missouri Columbia   2006 — 2010
Bachelor of Arts, Interdisciplinary Studies- International Studies & Sociology

The Episcopal Academy   2002 — 2006
High School Diploma

Karen Slavik Karen Slavik Dallas/Fort Worth Area Details
Karen Slavik's Bernstein Private Wealth Management Experience April 2015 - Present
Job Senior Private Client Associate, Administrative Officer at Bernstein Private Wealth Management
Industry Investment Management
Experience
Bernstein Private Wealth Management   April 2015 - Present
Bernstein Global Wealth Management  March 1997 - Present

Education
The University of Texas at Arlington   1978 — 1982
BBA, Marketing

University of Texas at Arlington   1978 — 1982
BBA, Marketing

Caroline Tracy Caroline Tracy Portland, Maine Area Details
Caroline Tracy's Bernstein Private Wealth Management Experience 2003 - Present
Job Vice President, Senior Business Analyst Manager
Industry Investment Management
Experience
Bernstein Private Wealth Management   2003 - Present

Skills
Asset Allocation, Bloomberg, Series 7, Financial Modeling, Investments, Asset Management, Alternative Investments, Hedge Funds

Education
Trinity College, Dublin   1999 — 2011
Master of Philosophy (M.Phil.) with Distinction, International Peace Studies

University of Limerick   1992 — 1996
Bachelor of Arts (BA), European Studies and Spanish

Dominique Mottek Dominique Mottek Miami, Florida Details
Dominique Mottek's Bernstein Private Wealth Management Experience September 2014 - Present
Job Private Client Associate at Bernstein Private Wealth Management
Industry Financial Services
Experience
Bernstein Private Wealth Management   September 2014 - Present
UBS Wealth Management  June 2013 - August 2013
Barclays  July 2012 - July 2012

Skills
English, Spanish, Portuguese, Microsoft Office, Series 7

Education
Southern Methodist University - Cox School of Business   2010 — 2014
Bachelor's degree, Finance

St. Dominic's International School Lisbon, Portugal   2008 — 2010
International Baccalaureate, High School/Secondary Diplomas and Certificates

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