Jorge Bernal's Location
Kirkland, WA, US
Jorge Bernal's Work
- Chief Operating Officer @ SageView Advisory Group
- Managing Director and co Head of Advisor Services @ Goldman Sachs Personal Financial Management
- Managing Director and COO @ Goldman Sachs Personal Financial Management
- Chief Operating Officer @ United Capital Financial Advisers, LLC
- Senior Vice President @ Fidelity Investments
- Managing Director @ JPMorgan Chase & Co.
- Vice President @ Citi
- Operations Manager @ Deluxe
- Supervisor @ American Express
Jorge Bernal's Education
- High Point University
Jorge Bernal's Skills
- chief operating officer
- Series 7
- Series 24
- Executive Management
- Operations Management
- Fluent in Spanish
- Customer Service
- Customer Experience
- Credit Cards
- brokerage operations
Jorge Bernal's Summary
Jorge Bernal, based in Kirkland, WA, US, is currently a Chief Operating Officer at SageView Advisory Group, bringing experience from previous roles at Goldman Sachs Personal Financial Management, United Capital Financial Advisers, LLC and Fidelity Investments. Jorge Bernal holds a High Point University. With a robust skill set that includes chief operating officer, Series 7, Series 24, Executive Management, Operations Management and more, Jorge Bernal contributes valuable insights to the industry. Jorge Bernal has 2 emails on RocketReach.
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