VP - Head of New Business Development @ (January 2002 - January 2005)
VP - Southeast Regional Director, Institutional Funds Group @ (January 1999 - January 2001)
VP - Midwest Regional Director, Investment Advisory Group @ (January 1995 - January 1999)
VP - Investment Sales Director @ (January 1989 - January 1995)
Jeffrey Biernat Education
University of Denver - Daniels College of Business
BSBA (Finance)
1980-1984
Jeffrey Biernat Skills
Asset Managment
Equities
Mutual Funds
Asset Management
Investments
Hedge Funds
Asset Allocation
Portfolio Management
Investment Advisory
Investment Management
Fixed Income
Private Equity
Strategic Financial Planning
ETFs
Money Management
Retirement Planning
Financial Planning
Financial Services
Finance
Leadership
Project Management
Business Strategy
Microsoft Excel
New Business Development
Account Management
Jeffrey Biernat Summary
Jeffrey Biernat, based in Plymouth Meeting, PA, US, is currently a Founder, CEO at Gwynedd Wealth Partners. Jeffrey Biernat brings experience from previous roles at Gwynedd Wealth Solutions, Bank of New York Mellon, Curian Capital and J.P. Morgan. Jeffrey Biernat holds a 1980 - 1984 BSBA in Finance @ University of Denver - Daniels College of Business. With a robust skill set that includes Asset Managment, Equities, Mutual Funds, Asset Management, Investments and more. Jeffrey Biernat has 2 emails and 1 mobile phone numbers on RocketReach.
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