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
- 2021 -now Vice President Financial Advisor | Sr. Portfolio Manager @
- 2020 -2021 Senior Equity Analyst @ QCI Asset Management
- 2019 -2021 Equity Analyst @ QCI Asset Management
- 2017 -2021 Junior Equity Analyst @ QCI Asset Management
- 2014 -2021 Equity Trader @ QCI Asset Management
- 2014 -2021 Operations Associate @ QCI Asset Management
- 2013 -2014 Operations Associate @
- 2012 -2013 Accounts Receivable Specialist @
- 2008 -2012 Electronics Sales Associate – Technology Specialist @ Sam’s Club #8178
- 2006 -2012 Salt Water Architect @ Commercial Marine Displays
Alex Bernier Education
- Saint John Fisher College
Bachelor of Business Administration (BBA) (Investment Club)
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 College
Bachelor of Applied Science - BASc (Accounting and Finance)
-
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 Investment Club @ Saint John Fisher College. 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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