Enterprise Digital, Analytics and Risk Technology Director @ (September 2018 - August 2019)
Director, Market and Investment Risk Technology @ (February 2013 - September 2018)
Owner @ (June 2008 - September 2018)
Vice President, Securities Lending Trading and Sales @ (June 1995 - May 2008)
Director, Finance @ (June 1992 - June 1995)
Senior Financial Analyst @ (May 1991 - June 1992)
Financial Analyst @ Equitec Financial Group (August 1987 - May 1991)
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
Business Development
Business Process Improvement
Business Requirements
Customer Service
Data Governance
Entrepreneurship
Financial Modeling
Lead Change
New Business Development
Process Improvement
Public Speaking
Sales
Stakeholder Management
Start-ups
Strategy
Team Building
Vendor Management
Leadership
Strategic Partnerships
Start Ups
Portfolio Management
Simplifying the Complex
Agile Methodologies
Finance
Financial Services
Risk Management
Cross Functional Team Leadership
Product Management
Financial Analysis
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 Business Development, Business Process Improvement, Business Requirements, Customer Service, Data Governance and more. Bernard Smith has 3 emails and 2 mobile phone numbers on RocketReach.
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