David Bertram Email
Senior Sales Director - Investor Communication Solutions at Broadridge @ Broadridge
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David Bertram Work
- 2022 -now Senior Sales Director - Investor Communication Solutions at Broadridge @
- 2020 -2022 Head of GPD Client Services and Product Manager, Associate Director @
- 2018 -2020 Head of GPD Client Services, Vice President @ ISS |Institutional Shareholder Services
- 2014 -2017 Associate Vice President @
- 2010 -2013 Custodian Services Consultant @
- 2010 -2013 Senior Associate @
- 2007 -2010 Associate @
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, 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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Chris Perry
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