Bert Ward Email & Phone Number
Senior Consultant @ CapAcuity
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Bert Ward Location
- Raleigh, NC, US
Bert Ward Work
- 2022 -now Senior Consultant @
- 2006 -2022 Senior Consultant - Nonqualified Plans, Principal @
Bert Ward Education
- University of Illinois Urbana-Champaign
Master of Science - MS (Accounting)
2020-2022 - The American College
(CERTIFIED FINANCIAL PLANNER™, Chartered Financial Consultant®)
2014-2016 - University of Illinois at Urbana-Champaign
Bachelor of Science - BS (Finance)
2000-2002
Bert Ward Skills
- Nonqualified Deferred Compensation Plans
- Nonqualified Defined Benefit Plans
- Executive Benefits Strategies
- Series 7 registration
- Series 66 registration
Bert Ward Summary
- Bert Ward, based in Raleigh, NC, US, is currently a Senior Consultant at CapAcuity. Bert Ward brings experience from previous roles at Principal Financial Group. Bert Ward holds a 2020 - 2022 Master of Science - MS in Accounting @ University of Illinois Urbana-Champaign. With a robust skill set that includes Nonqualified Deferred Compensation Plans, Nonqualified Defined Benefit Plans, Executive Benefits Strategies, Series 7 registration, Series 66 registration and more. Bert Ward has 2 emails and 1 mobile phone numbers on RocketReach.
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