Brandon Bernard Email & Phone Number
Vice President, Client Service and Analytics @ Whittier Trust Company
5 free lookup(s).
Brandon Bernard Location
- Reno, NV, US
Brandon Bernard Work
- 2025 -now Vice President, Client Service and Analytics @
- 2024 -2025 Assistant Vice President, Client Services and Analytics @
- 2023 -2024 Associate @
- 2021 -2022 Senior Analyst @
- 2019 -2020 Family Fund Operations Analyst @
- 2016 -2018 Fraud Data Analyst @
- 2016 -2016 Land Surveyor @
- 2013 -2015 Financial Advisor @
- 2012 -2013 Manager of Communications, Government Programs, and Sales @
- 2012 -2012 Customer Service Representitive @
- 2009 -2012 Teller @
- 2007 -2008 Teller @
Brandon Bernard Education
- University of Nevada, Reno
Master of Business Administration - MBA (Finance and Financial Management Services)
2017-2018 - University of Nevada, Reno
Bachelor of Science (BS) (Finance, General)
2007-2012 - University of Nevada, Reno
Bachelor of Science (BS) (International Business)
2007-2012 - Scuola di Amministrazione Aziendale
None attained (Italian Studies)
2011-2011
Brandon Bernard Skills
- Financial Modeling
- Equity Research
- Wealth Management Services
- Communication
- Team Cohesion
- Investor Reporting
- Client Relations
- Due Diligence
- Venture Capital
- Capital Markets
- Private Credit
- Private Equity
- Private Investment
- Fund of Funds (FOF)
- Finance
- Financial Regulation
- Financial Planners
- Financial Markets
- Financial Transactions
- Cultural Awareness
- Economics
- Economic Planning
- Economic Forecasting
- Insurance Background
- Regulated Industry
- Regulatory Affairs
- Regulatory Documentation
- Mac
- Sales
- Customer Service
- Email Marketing
- Web Content Creation
- Management
- Leadership
- Financial Analysis
- Microsoft Excel
- Marketing
- Microsoft Office
- Strategic Planning
- Social Media
- Training
- Research
- Data Analysis
- Business Development
- Workday
- Team Leadership
- Team Management
- Fraud Investigations
- Marketing Strategy
- Business Analysis
Brandon Bernard Summary
- Brandon Bernard, based in Reno, NV, US, is currently a Vice President, Client Service and Analytics at Whittier Trust Company. Brandon Bernard brings experience from previous roles at Whittier Trust Company and EPIQ Capital Group. Brandon Bernard holds a 2017 - 2018 Master of Business Administration - MBA in Finance and Financial Management Services @ University of Nevada, Reno. With a robust skill set that includes Financial Modeling, Equity Research, Wealth Management Services, Communication, Team Cohesion and more. Brandon Bernard has 3 emails and 2 mobile phone numbers on RocketReach.
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