Bernstein Private Wealth Management

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Bernstein Private Wealth Management Employees

Employee
Years
Job
Industry
Kisha Frazier Kisha Frazier Washington D.C. Metro Area Details
Kisha Frazier's Bernstein Private Wealth Management Experience July 2014 - Present
Job Business Analyst at Bernstein Global Wealth Management
Industry Investment Management
Experience
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

R. Andrew Ketner R. Andrew Ketner Greater New York City Area Details
R. Andrew Ketner's Bernstein Private Wealth Management Experience March 2015 - Present
Job Associate at Bernstein Private Wealth Management
Industry Financial Services
Experience
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

Margaret Archibald Margaret Archibald Greater Chicago Area Details
Margaret Archibald's Bernstein Private Wealth Management Experience September 2015 - Present
Job Senior Private Client Associate at Bernstein Private Wealth Management
Industry Financial Services
Experience
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

Lauren Husney Lauren Husney Denver, Colorado Details
Lauren Husney's Bernstein Private Wealth Management Experience September 2015 - Present
Job Senior Associate at Bernstein Private Wealth Management
Industry Financial Services
Experience
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

Colby Payne Colby Payne San Francisco, California Details
Colby Payne's Bernstein Private Wealth Management Experience December 2013 - Present
Job Managing Director Assistant at Bernstein Private Wealth Management
Industry Financial Services
Experience
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

Norman A. Barker Norman A. Barker Washington D.C. Metro Area Details
Norman A. Barker's Bernstein Private Wealth Management Experience 2002 - Present
Job Principal at Bernstein Private Wealth Management
Industry Investment Management
Experience
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

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