Head of Investment Marketing @ (June 2014 - December 2025)
AVP Marketing, Brand and Channel Strategy @ (April 2013 - June 2014)
Senior Vice President, Sales and Marketing @ (January 2008 - December 2012)
Vice President @ (January 1992 - January 2007)
Keith Bernard Education
Boston College
Masters (Business Administration (MBA))
1988-1992
University of Massachusetts Amherst
Bachelor of Arts (BA) (Economics)
1983-1987
Keith Bernard Skills
Alternative Investments
Budget P&L
Business Development
Business Planning
Business Strategy
Channel Program Management
Competitive Analysis
Computer Vision
Customer Segmentation Strategy
Development Tools
Digital Marketing
Financial Services
Integrated Marketing Communications Planning
Investment Management Industry
Investments
Lead Generation
Leadership
Management
Market Research
Marketing
Marketing Strategy
Mutual Funds
New Business Development
Organizational Leadership
P&L Management
Product Development
Program Management
Relationship Management
Sales Management
Series 7
Software Development Tools
Strategic Partnerships
Strategic Planning
Strategy
agency management
Wealth Management Services
Economics
Channel
Funding
Selling
Financial Institutions
Tax
Reporting
Market
Training Programs
Financial Advisory
Structural Engineering
Agency Relationships
Telemarketing
Brand Awareness
System
Distribution
P&l
Coaching
Business Insights
Insurance
Team Management
Strategies
Exempt
Competitive Landscape
Art
Registered Investment Advisor
Council
Families
Business Analysis
Customer Service
Writing
Intermediary
Primary Research
Barriers
Boutique
Project Management
New Business Ventures
Business Expansion
Start Ups
Sales and Marketing
Life Insurance
New Opportunities
Customer Experience
Territory Management
Long Term Care Insurance
Offset Printing
Human Resources
Home
Fidelity
Negotiation
Leadership Experience
Integrated Marketing
Sales
Project
CRM
Dealers
New Media
Net
Inside Sales
Mainstream
Segmentation
Nasd
Budgets
63 Licenses
Contractual Agreements
Lead Management
Partnerships
Retirement Planning
Offering
Series 6
High Volume
Finance
Peak Performance
Channel Strategy
Securities
Responsibility
Infrastructure
Retail
Strategic Growth
Contractors
Integration
Investment Management
Regulatory Requirements
Written
Goal Setting
Executive Development
Targeted Advertising
Mergers and Acquisitions
Business Administration
Analytics
Fee
Boston
Cell
Brokerage
Communication
Keith Bernard Summary
Keith Bernard, based in Portsmouth, RI, US, is currently a Marketing Strategist (Contract) at Natixis Investment Managers. Keith Bernard brings experience from previous roles at Nationwide, Nationwide Financial, Pax World Funds and Fidelity Investments. Keith Bernard holds a 1988 - 1992 Masters in Business Administration (MBA) @ Boston College. With a robust skill set that includes Alternative Investments, Budget P&L, Business Development, Business Planning, Business Strategy and more. Keith Bernard has 1 emails and 3 mobile phone numbers on RocketReach.
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