David Bertram Email
Senior Sales Director - Investor Communication Solutions at Broadridge @ Broadridge
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David Bertram Location
- United Kingdom
David Bertram Work
- Senior Sales Director - Investor Communication Solutions at Broadridge @ (January 2022 - Present)
- Custodian Services Consultant @ (February 2010 - December 2013)
- Head of GPD Client Services and Product Manager, Associate Director @ (January 2020 - January 2022)
- Head of GPD Client Services, Vice President @ ISS |Institutional Shareholder Services (January 2018 - January 2020)
- Associate Vice President @ (January 2014 - December 2017)
- Senior Associate @ (February 2010 - December 2013)
- Associate @ (February 2007 - February 2010)
David Bertram Education
- Queen Elizabeths Boys School
- Oaklands College WGC
- University of Essex
Marine and Fresh Water Biology
David Bertram Skills
- Leadership
- Proxy Voting
- Portfolio Management
- Team Building
- Relationship Management
- Microsoft Excel
- Customer Relations
- Marketing
- Change Management
- Excel
- Salesforce.com
- Customer Service
- Strategic Planning
- Presentations
- Strategy
- Financial Services
- Account Management
- Equities
- Corporate Governance
- Service Implementation
- Customer Relationship Management Crm
- Capital Markets
- Investments
- Business Analysis
- Asset Management
- Risk Management
- Management
- Customer Relationship Management
David Bertram Summary
- David Bertram, based in United Kingdom, is currently a Senior Sales Director - Investor Communication Solutions at Broadridge at Broadridge. David Bertram brings experience from previous roles at ISS | Institutional Shareholder Services and ISS |Institutional Shareholder Services. David Bertram holds a Queen Elizabeths Boys School. With a robust skill set that includes Leadership, Proxy Voting, Portfolio Management, Team Building, Relationship Management and more. David Bertram has 1 emails on RocketReach.
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