Jorge Bernal Email & Phone Number
Chief Operating Officer @ EP Wealth Advisors
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Jorge Bernal Location
- United States
Jorge Bernal Work
- 2025 -now Board Member @
- 2024 -now Chief Operating Officer @
- 2022 -2024 Chief Operating Officer and Head of Wealth Management @
- 2021 -2022 Managing Director and co Head of Advisor Services @ Goldman Sachs Personal Financial Management
- 2019 -2021 Managing Director and COO @ Goldman Sachs Personal Financial Management
- 2016 -2019 Chief Operating Officer @
- 2008 -2016 Senior Vice President @
- 2003 -2008 Managing Director @
- 2000 -2003 Vice President @
- 1997 -2000 Operations Manager @
- 1990 -1997 Supervisor @
Jorge Bernal Education
- High Point University
Bachelor of Science (Business Administration, International Business)
Jorge Bernal Skills
- Series 7
- Series 24
- series 63
- Executive Management
- Wealth Management
- Brokerage Operations
- Financial Services
- Financial Advisory
- Risk Management
- Investments
- Credit Cards
- Management
- Business Relationship Management
- Fluent in Spanish
- Executive Level Management
- Executive
- chief operating officer
- COOs
- RIA
- Process Improvement
- Operations Management
- Customer Service
- Customer Experience
- International Operations
- Business Strategy
- Project Management
- Microsoft Word
- Microsoft Excel
Jorge Bernal Summary
- Jorge Bernal, based in United States, is currently a Chief Operating Officer at EP Wealth Advisors. Jorge Bernal brings experience from previous roles at EP Wealth Advisors, SageView Advisory Group and Goldman Sachs Personal Financial Management. Jorge Bernal holds a Bachelor of Science in Business Administration, International Business @ High Point University. With a robust skill set that includes Series 7, Series 24, series 63, Executive Management, Wealth Management and more. Jorge Bernal has 2 emails and 1 mobile phone numbers on RocketReach.
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