2018 -2019 Enterprise Digital, Analytics and Risk Technology Director @
2013 -2018 Director, Market and Investment Risk Technology @
2008 -2018 Owner @
1995 -2008 Vice President, Securities Lending Trading and Sales @
1992 -1995 Director, Finance @
1991 -1992 Senior Financial Analyst @
1987 -1991 Financial Analyst @ Equitec Financial Group
Bernard Smith Education
Santa Clara University
MBA
1992-1994
Oregon State University
BS (Business - Finance with Minors in Computer Science and Economics)
1982-1987
Bernard Smith Skills
Leadership
Team Building
Stakeholder Management
Public Speaking
Strategic Partnerships
Sales
Start Ups
Portfolio Management
Financial Modeling
Data Governance
Business Development
Simplifying the Complex
Agile Methodologies
Vendor Management
Finance
Process Improvement
Strategy
Financial Services
Entrepreneurship
Lead Change
New Business Development
Risk Management
Cross Functional Team Leadership
Business Requirements
Product Management
Customer Service
Financial Analysis
Business Process Improvement
Budgets
Manage Complex Projects
Management
Problem Solving
Written Communication
Bernard Smith Summary
Bernard Smith, based in California, United States, is currently a Director, New Products Risk Program, Enterprise Risk Management at Charles Schwab. Bernard Smith brings experience from previous roles at Charles Schwab and Full of Life Farm. Bernard Smith holds a 1992 - 1994 MBA @ Santa Clara University. With a robust skill set that includes Leadership, Team Building, Stakeholder Management, Public Speaking, Strategic Partnerships and more. Bernard Smith has 3 emails and 2 mobile phone numbers on RocketReach.
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