Dan Bernardo Email & Phone Number
Vice President, Financial Planner, Private Client Group @ Sentinel Group
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Dan Bernardo Location
- Wakefield, MA, US
Dan Bernardo Work
- Vice President, Financial Planner, Private Client Group @ (February 2021 - Present)
- Senior Financial Planner @ (July 2011 - February 2021)
- Accounting Intern @ (January 2008 - January 2010)
Dan Bernardo Education
- Siena University
Bachelors of Science (Finance)
Dan Bernardo Skills
- Employee Benefits
- Investment Advisory
- Investment Management
- Retirement
- Retirement Planning
- Series 7
- Strategic Financial Planning
Dan Bernardo Summary
- Dan Bernardo, based in Wakefield, MA, US, is currently a Vice President, Financial Planner, Private Client Group at Sentinel Group. Dan Bernardo brings experience from previous roles at Sentinel Group and Berkshire Health Systems. Dan Bernardo holds a Bachelors of Science in Finance @ Siena University. With a robust skill set that includes Employee Benefits, Investment Advisory, Investment Management, Retirement, Retirement Planning and more. Dan Bernardo has 2 emails on RocketReach.
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