Bernstein Private Wealth Management
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Bernstein Private Wealth Management Employees
Bernstein Private Wealth Management July 2014 - Present
Bernstein Private Wealth Management June 2008 - June 2014
Education
University of North Carolina at Charlotte 2004 — 2006
Master of Public Administration (M.P.A.), Public Policy Analysis
University of North Carolina at Charlotte 1999 — 2003
Bachelor of Arts (BA), Political Science and Government
Bernstein Private Wealth Management March 2015 - Present
UBS Wealth Management August 2013 - March 2015
BB&T November 2012 - August 2013
BB&T Leadership Develpment Program July 2012 - March 2013
National Outdoor Leadership School June 2011 - July 2011
Merrill Lynch June 2010 - August 2010
Creekside Yacht Club May 2009 - August 2009
Woodberry Forest School June 2008 - July 2008
Skills
Financial Analysis, Microsoft Excel, OMEGA Financial..., CAMELS Financial..., STATA: Data Analysis..., Hiperos 3rd Party..., Financial Modeling, Financial Accounting, SAP, Hiperion, PowerPoint, Data Analysis, SharePoint, WebEx, Microsoft Office, Microsoft Word, Customer Service, Social Media, Event Planning, Research, Public Speaking
Education
University of North Carolina at Chapel Hill 2008 — 2012
BA, Economics
Woodberry Forest School 2004 — 2008
Magna Cum Laude
Bernstein Private Wealth Management September 2015 - Present
Bernstein Private Wealth Management June 2013 - September 2015
Advantage Futures May 2012 - August 2012
Word On Fire Catholic Ministries May 2011 - August 2011
J.Crew May 2009 - August 2011
Word On Fire Catholic Ministries July 2010 - July 2010
Williams-Sonoma, Inc. June 2007 - July 2008
Skills
PowerPoint, Microsoft Excel, Microsoft Word, Microsoft Office, Social Media, Access, Editing, Photoshop, Financial Analysis, Public Speaking, Data Analysis, Customer Service, Salesforce.com, Leadership, Sales
Education
University of Notre Dame - Mendoza College of Business 2009 — 2013
Bachelor of Business Administration, Finance, International Business Certificate
University of Notre Dame - Study Abroad Rome: John Cabot University 2012 — 2012
Bachelor's degree
Regina Dominican High School 2005 — 2009
Bernstein Private Wealth Management September 2015 - Present
Bernstein Private Wealth Management November 2013 - September 2015
RMB Capital Management May 2012 - November 2013
Fidelity Investments August 2008 - May 2012
Skills
Series 7, Series 63, Life & Health Insurance..., Manage Client..., Client Service Oriented, Client Presentation, Team-oriented, Retirement, Finance, Mutual Funds, Financial Services, Asset Allocation, Wealth Management, FINRA, Retirement Planning
Education
University of Nevada-Las Vegas 2004 — 2008
Bachelor of Science (B.S.), Finance, General
Bernstein Private Wealth Management December 2013 - Present
Girard Gibbs LLP November 2012 - November 2013
Citizen Potawatomi Nation District #2 April 2012 - May 2012
Free Speech for People January 2012 - March 2012
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Teamwork, Social Media
Education
University of San Francisco 2010 — 2012
Bachelor of Arts (BA), Politics
Bernstein Private Wealth Management 2002 - Present
Heidrick & Struggles 2000 - 2002
Ernst & Young LLP 1970 - 2000
Skills
Asset Managment, Alternative Investments, Investment Strategies, Strategic Financial..., Asset Management, Wealth Management
Education
University of Southern California Law School 1969 — 1972
Juris Doctor
University of Southern California 1967 — 1969
Bachelor of Arts (B.A.), Psychooogy