Brian Bernhardt's Location
Tampa, FL, US
Brian Bernhardt's Work
- Vice President @ Financial Services Company
- Vice President @ Financial Services Company
- Vice President- Wealth Management | Retirement Plan Consultant @ New York Fitness
- Executive Financial Services Director @ Morgan Stanley
Brian Bernhardt's Education
- University of Tampa - John H. Sykes College of Business
MBA
2008 - 2010 - University of Tennessee-Knoxville
BA (Psychology/Business)
1992 - 1996
Brian Bernhardt's Skills
- Wealth Management
- Portfolio Management
- Financial Modeling
- High Net Worth Individuals
- Investment Strategies
- Strategic Financial Planning
- Valuation
- Investments
- Asset Management
- Finance
Brian Bernhardt's Summary
Brian Bernhardt, based in Tampa, FL, US, is currently a Vice President at Ameriprise Financial Services, LLC, bringing experience from previous roles at Ameriprise Financial Services, Inc., UBS Wealth Management and Morgan Stanley. Brian Bernhardt holds a 2008 - 2010 MBA @ University of Tampa - John H. Sykes College of Business. With a robust skill set that includes Wealth Management, Portfolio Management, Financial Modeling, High Net Worth Individuals, Investment Strategies and more, Brian Bernhardt contributes valuable insights to the industry. Brian Bernhardt has 1 email and 1 mobile phone number on RocketReach.
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