Alex Bernier Email & Phone Number
Vice President Financial Advisor | Sr. Portfolio Manager @ Wealth Enhancement Group
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Alex Bernier Location
- Spencerport, NY, US
Alex Bernier Work
- Vice President Financial Advisor | Sr. Portfolio Manager @ (November 2021 - Present)
- Senior Equity Analyst @ QCI Asset Management (September 2020 - November 2021)
- Equity Analyst @ QCI Asset Management (March 2019 - November 2021)
- Junior Equity Analyst @ QCI Asset Management (January 2017 - November 2021)
- Equity Trader @ QCI Asset Management (March 2014 - November 2021)
- Operations Associate @ QCI Asset Management (March 2014 - November 2021)
- Operations Associate @ (April 2013 - February 2014)
- Accounts Receivable Specialist @ (December 2012 - April 2013)
- Electronics Sales Associate – Technology Specialist @ Sam’s Club #8178 (April 2008 - December 2012)
- Salt Water Architect @ Commercial Marine Displays (April 2006 - December 2012)
Alex Bernier Education
- St. John Fisher University
Bachelor of Business Administration (BBA) (Corporate Finance)
2009-2013 - The Aquinas Institute of Rochester
(DECA Club, Varsity Soccer - NYS State Champion Team)
2004-2008 - BITTNER SCHOOL OF BUSINESS, AACSB accredited
Bachelor (Science; Finance; Corporate Finance)
- St. John Fisher University
Bachelor of Applied Science - BASc (Accounting and Finance)
- Monroe Community College
Associates (Business Administration)
Alex Bernier Skills
- Management
- Finance
- Microsoft Excel
- Customer Service
- Microsoft Office
- Sales
- Project Planning
- Mutual Funds
- Financial Analysis
- Investments
- Strategic Financial Planning
- Equities
- Asset Allocation
- Portfolio Management
- Financial Modeling
- Invoicing
- PowerPoint
- Retail
- Market Research
- Microsoft Word
- Time Management
- Teamwork
- Inventory Management
- Risk Management
- Training
- Strategic Financial
Alex Bernier Summary
- Alex Bernier, based in Spencerport, NY, US, is currently a Vice President Financial Advisor | Sr. Portfolio Manager at Wealth Enhancement Group. Alex Bernier brings experience from previous roles at QCI Asset Management. Alex Bernier holds a 2009 - 2013 Bachelor of Business Administration (BBA) in Corporate Finance @ St. John Fisher University. With a robust skill set that includes Management, Finance, Microsoft Excel, Customer Service, Microsoft Office and more. Alex Bernier has 3 emails and 1 mobile phone numbers on RocketReach.
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