Michael Berard Email & Phone Number
Managing Director and Investments - Stifel @ Stifel Financial Corp.
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Michael Berard Location
- Chapel Hill, NC, US
Michael Berard Work
- 2020 - now Managing Director and Investments - Stifel @
- 2007 - 2020 Senior Vice President - Wealth Advisor @
- 2003 - 2007 Financial Advisor @
- 2000 - 2003 Financial Advisor @
- 1997 - 2000 Financial Advisor @
- 1995 - 1997 Financial Advisor @
- 1992 - 1995 Financial Advisor @
Michael Berard Education
- University of North Carolina at Chapel Hill
Bachelor of Arts (Economics)
Michael Berard Skills
- Asset Protection
- Series 7
- Investments
- Private Banking
- Portfolio Management
- Wealth
- Finance
- Financial Risk
- Wealth Management
- Wealth Management Services
- Investment Advisory
- Operations Management
- Retirement Planning
- Asset Allocation
- Coaching
- Financial Modeling
- Business Development
- Customer Service
- Sales
Michael Berard Summary
- Michael Berard, based in Chapel Hill, NC, US, is currently a Managing Director and Investments - Stifel at Stifel Financial Corp.. Michael Berard brings experience from previous roles at Morgan Stanley, Wachovia Securities Holdings LLC and Prudential Securities. Michael Berard holds a Bachelor of Arts in Economics @ University of North Carolina at Chapel Hill. With a robust skill set that includes Asset Protection, Series 7, Investments, Private Banking, Portfolio Management and more. Michael Berard has 1 emails and 1 mobile phone numbers on RocketReach.
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