Bernadette Chavez's Location
Santa Fe, NM, US
Bernadette Chavez's Work
- Portfolio Associate @ Morgan Stanley
- Client Service Associate @ Morgan Stanley
- Client Service Associate @ Merrill Lynch
- Data Specialist @ CenturyLink
- Assistant Branch Manager @ Wells Fargo
Bernadette Chavez's Education
- DeVry University
Certificate (Accounting and Finance)
1991 - 1992
Bernadette Chavez's Skills
- Series 7
- Wealth Management
- Retirement
- Banking
Bernadette Chavez's Summary
Bernadette Chavez, based in Santa Fe, NM, US, is currently a Portfolio Associate at Morgan Stanley, bringing experience from previous roles at Morgan Stanley Wealth Management, Merrill Lynch, Qwest and Wells Fargo. Bernadette Chavez holds a 1991 - 1992 Certificate in Accounting and Finance @ DeVry University. With a robust skill set that includes Series 7, Wealth Management, Retirement, Banking and more, Bernadette Chavez contributes valuable insights to the industry. Bernadette Chavez has 1 email on RocketReach.
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