Kate Bernhardt Email & Phone Number
Head of Strategy, US Wealth Advisory Strategic Accounts @ BlackRock
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Kate Bernhardt Location
- New York, NY, US
Kate Bernhardt Work
- Head of Strategy, US Wealth Advisory Strategic Accounts @ (June 2024 - Present)
- Head of Insights and Engagement, Investment Solutions Group @ (July 2023 - June 2024)
- Head of U.S. iShares Due Diligence @ (January 2019 - November 2023)
- iShares Due Diligence @ (September 2014 - December 2018)
- Investment Analyst @ (August 2010 - September 2014)
- Service Center Specialist @ (March 2010 - July 2010)
- Marketing Director and Case Support Specialist @ Independence Financial Associates (June 2009 - February 2010)
- Intern @ (January 2008 - January 2008)
Kate Bernhardt Education
- Bucknell University
B.A. (Economics)
2005-2009
Kate Bernhardt Skills
- Account Management
- Acrobatics
- Alternative Investments
- Asset Allocation
- Asset Management
- Basketry
- Bloomberg
- Business Analysis
- Business Development
- Business Management
- Business Planning
- Competitive Analysis
- Dark Comedy
- Due Diligence
- ETFs
- Equities
- FINRA
- Finance
- Financial Advisory
- Financial Services
- Fixed Income
- Growth Strategies
- Hula Hoop
- Insurance
- Investment Management
- Investment Strategies
- Investments
- Mime
- Mutual Funds
- Product Design
- Product Development
- Project Management
- Relationship Building
- Sales Strategy
- Securities
- Series 63
- Series 7
- Strategic Partnerships
- Talent Development
- Trading
- Uniform Combined State Law
- Wealth Management
Kate Bernhardt Summary
- Kate Bernhardt, based in New York, NY, US, is currently a Head of Strategy, US Wealth Advisory Strategic Accounts at BlackRock. Kate Bernhardt brings experience from previous roles at BlackRock and Janney Montgomery Scott LLC. Kate Bernhardt holds a 2005 - 2009 B.A. in Economics @ Bucknell University. With a robust skill set that includes Account Management, Acrobatics, Alternative Investments, Asset Allocation, Asset Management and more. Kate Bernhardt has 3 emails and 3 mobile phone numbers on RocketReach.
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