Michael Bertrand Location
- Dallas, TX, US
Michael Bertrand Work
- 2025 - now Principal @
- 2023 - 2025 Vice President @
- 2022 - 2022 Senior Associate @
- 2019 - 2021 Associate @
- 2017 - 2019 Investment Banking @
- 2014 - 2017 Private Wealth Management @
Michael Bertrand Education
- Brigham Young University
Bachelor of Science (BSc) (Finance)
2011 - 2014
Michael Bertrand Skills
- Financial Statement Analysis
- Bloomberg
- Microsoft Office
- Financial Analysis
- Investments
- Finance
- Outlook
- Financial Modeling
- Equities
- Asset Allocation
- Portfolio Management
- Fixed Income
- Alternative Investments
- Analysis
Michael Bertrand Summary
- Michael Bertrand, based in Dallas, TX, US, is currently a Principal at Crossplane Capital. Michael Bertrand brings experience from previous roles at Crossplane Capital and Goldman Sachs. Michael Bertrand holds a 2011 - 2014 Bachelor of Science (BSc) in Finance @ Brigham Young University. With a robust skill set that includes Financial Statement Analysis, Bloomberg, Microsoft Office, Financial Analysis, Investments and more. Michael Bertrand has 2 emails and 2 mobile phone numbers on RocketReach.
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Top Crossplane Capital Employees
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Cullen Steele
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Brian Hegi
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Blake Lagasse
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Tammie Riemer
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