2004 -
2014 Executive Financial Services Director @
Brian Bernhardt Education
University of Tampa - John H. Sykes College of Business
MBA
2008
-
2010
University of Tennessee-Knoxville
BA (Psychology/Business)
1992
-
1996
Brian Bernhardt Skills
Wealth Management
Portfolio Management
Financial Modeling
High Net Worth Individuals
Investment Strategies
Strategic Financial Planning
Valuation
Investments
Asset Management
Finance
Currency
Fixed Income
Financial Analysis
Financial Services
Equities
Brian Bernhardt Summary
Brian Bernhardt, based in Tampa, FL, US, is currently a Vice President, Financial Advisor at Morgan Stanley. Brian Bernhardt brings experience from previous roles at Ameriprise Financial Services, LLC, 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 has 1 mobile phone numbers on RocketReach.
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