Brian Bernard Location
Kenosha, WI, US
Brian Bernard Work
- 2025 - now Senior Investment Analyst @ Uline
- 2020 - 2025 Director, Industrials Equity Research @ Morningstar
- 2016 - 2020 Equity Analyst @ Morningstar
- 2014 - 2016 Senior Financial Analyst @ FIS
- 2013 - 2014 Research Analyst @ Heartland Advisors, Inc.
- 2012 - 2012 Research Intern @ Heartland Advisors, Inc.
- 2010 - 2011 Senior Corporate Financial Auditor @ Fiserv
- 2007 - 2010 Corporate Financial Auditor @ Fiserv
- 2006 - 2007 Audit Assistant @ Deloitte
Brian Bernard Education
- Wisconsin School of Business
MBA (Finance - Applied Security Analysis Program (ASAP))
2011 - 2013 - Wisconsin School of Business
BBA (Accounting; Finance, Investment, & Banking)
2001 - 2006
Brian Bernard Skills
- Auditing
- Financial Modeling
- Financial Reporting
- Financial Statement Analysis
- Sarbanes Oxley Act
- Internal Audit
- Accounting
- Internal Controls
- Finance
- Mergers and Acquisitions
Brian Bernard Summary
Brian Bernard, based in Kenosha, WI, US, is currently a Senior Investment Analyst at Uline. Brian Bernard brings experience from previous roles at Morningstar, FIS and Heartland Advisors, Inc.. Brian Bernard holds a 2011 - 2013 MBA in Finance - Applied Security Analysis Program (ASAP) @ Wisconsin School of Business. With a robust skill set that includes Auditing, Financial Modeling, Financial Reporting, Financial Statement Analysis, Sarbanes Oxley Act and more. Brian Bernard has 2 emails and 1 mobile phone numbers on RocketReach.
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