Daniel Bernard Email & Phone Number
Director, Regulatory Support - Personal Investing @ Fidelity Investments
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Daniel Bernard Location
- Boston, MA, US
Daniel Bernard Work
- 2022 - now Director, Regulatory Support - Personal Investing @
- 2019 - 2022 Director, Business Oversight, Strategic Advisers @
- 2017 - 2019 Assistant Vice President, Distribution Compliance @
- 2013 - 2017 Senior Compliance Advisor @
- 2009 - 2012 Asset Management Compliance Manager @
- 2007 - 2009 Senior Trade Review Specialist @
- 2006 - 2007 Senior NSCC Trading Representative @
- 2005 - 2006 NSCC Trading Representative and Operations Analyst @
Daniel Bernard Education
- Quinnipiac University
Bachelor of Arts (BA) (Political Science and Government)
1999 - 2003 - University College Cork
(Studied abroad spring semester 2002)
2002 - 2002
Daniel Bernard Skills
- Portfolio Management
- Securities
- Microsoft Word
- Investments
- Microsoft Excel
- Risk Management
- Asset Management
- Finance
- Series 6
- Compliance
- Visio
- Analysis
- Financial Services
- Equities
- Mutual Funds
Daniel Bernard Summary
- Daniel Bernard, based in Boston, MA, US, is currently a Director, Regulatory Support - Personal Investing at Fidelity Investments. Daniel Bernard brings experience from previous roles at Fidelity Investments, State Street Global Advisors and Columbia Threadneedle Investments, US. Daniel Bernard holds a 1999 - 2003 Bachelor of Arts (BA) in Political Science and Government @ Quinnipiac University. With a robust skill set that includes Portfolio Management, Securities, Microsoft Word, Investments, Microsoft Excel and more. Daniel Bernard has 2 emails and 1 mobile phone numbers on RocketReach.
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