Brett Bernard Email & Phone Number
Eastern Division Market Executive @ Charles Schwab
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Brett Bernard Location
- Troy, MI, US
Brett Bernard Work
- Eastern Division Market Executive @ (January 2016 - Present)
- Regional Branch Executive @ (May 2013 - December 2015)
- Merrill Lynch Regional Market Exec and Michigan Market President for Bank of America @ (October 2011 - December 2012)
- Regional Managing Director, Mid East Region @ (February 2009 - October 2011)
- Regional Managing Director, Capital Region @ (January 2008 - February 2009)
- Central Division Director, Wealth Management @ (June 2004 - February 2008)
- Managing Director, 5th Avenue Financial Center @ (April 2001 - June 2004)
- National Sales Manager @ (October 2000 - April 2001)
- Director @ (June 1994 - October 2000)
- District Sales Manager @ (January 1992 - June 1994)
- Financial Advisor and Sales Manager @ (June 1984 - March 1990)
Brett Bernard Education
- Wharton Securities Industry Institute (SII) 2000-2002
- Rhodes College
Bachelor of Arts (B.A.) (Business Administration and Management, General)
1980-1984 - America College of Financial Planning
Certified Financial Planner (CFP)
Brett Bernard Summary
- Brett Bernard, based in Troy, MI, US, is currently a Eastern Division Market Executive at Charles Schwab. Brett Bernard brings experience from previous roles at Charles Schwab, Bank of America Merrill Lynch and Merrill Lynch. Brett Bernard holds a 2000 - 2002 Wharton Securities Industry Institute (SII). Brett Bernard has 3 emails and 2 mobile phone numbers on RocketReach.
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