Brian Bernard Email & Phone Number
Senior Investment Analyst @ Uline
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Brian Bernard Location
- Kenosha, WI, US
Brian Bernard Work
- Senior Investment Analyst @ (November 2025 - Present)
- Director, Industrials Equity Research @ (January 2020 - October 2025)
- Equity Analyst @ (April 2016 - January 2020)
- Senior Financial Analyst @ (September 2014 - April 2016)
- Research Analyst @ (June 2013 - September 2014)
- Research Intern @ (June 2012 - August 2012)
- Senior Corporate Financial Auditor @ (April 2010 - August 2011)
- Corporate Financial Auditor @ (July 2007 - April 2010)
- Audit Assistant @ (August 2006 - July 2007)
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
- Financial Analysis
- Valuation
- Equity Research
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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