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Michael Bertrand Location
Dallas, TX, US
Michael Bertrand Work
Principal @ (December 2025 - Present)
Vice President @ (January 2023 - December 2025)
Senior Associate @ (January 2022 - December 2022)
Associate @ (August 2019 - December 2021)
Investment Banking @ (June 2017 - July 2019)
Private Wealth Management @ (June 2014 - June 2017)
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 1 mobile phone numbers on RocketReach.
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