Mike Bernhard Email & Phone Number
Director of Investments and Associate Wealth Management Advisor @ Beauchamp Maleki Group
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Mike Bernhard Location
- Milwaukee, WI, US
Mike Bernhard Work
- Director of Investments and Associate Wealth Management Advisor @ (April 2018 - Present)
- Senior Financial Consultant @ (July 2017 - April 2018)
- Regional Financial Consultant @ (January 2015 - February 2017)
- Senior Associate - Alternative Investment Solutions @ (June 2007 - December 2014)
- Intern - Market Intelligence @ (August 2006 - February 2007)
- Intern @ Johansen Capital Associates (May 2006 - August 2006)
Mike Bernhard Education
- University of Wisconsin-Milwaukee - School of Business Administration
Bachelor of Business Administration (BBA) (Finance and International Business with a Double Major in German)
2001-2007 - Goethe University Frankfurt
- Marquette University High School
Mike Bernhard Skills
- Portfolio Management
- Business Strategy
- Financial Analysis
- Asset Allocation
- Alternative Investments
- Fixed Income
- Private Equity
- Financial Reporting
- Hedge Funds
- Equities
- Derivatives
- Strategy
- Investments
- Bloomberg
- VBA
- Fund Accounting
- Chartered Financial Analyst
- ABS
- Leveraged Finance
- MLP
- Advent Geneva
- Swaps
- Credit Derivatives
- CDO
- CEF
- Wealth Accumulation
- Retirement Income Strategies
- Retirement Planning
- Holistic Financial Planning
- Investment Strategies
- Education Funding
- Legacy Planning
- Fixed Annuities
- Wealth Distribution
- Permanent Life Insurance
- Term Life Insurance
- Deferred Compensation Plans
- Group Health Insurance
- Disability Income Insurance
- Risk Management
- Tax Efficient Strategies
- Trust Services
- Money Market Funds
- Wealth Management Planning
- Long Term Care Insurance
- Life Insurance
- Estate Planning
- 401(k) Retirement Savings Plans
- Executive Benefit Strategies
- Financial Planning
- FATCA
- Solutions
- Compliance
- Fas 157
- WordPress
- SSAE 16
- Services
Mike Bernhard Summary
- Mike Bernhard, based in Milwaukee, WI, US, is currently a Director of Investments and Associate Wealth Management Advisor at Beauchamp Maleki Group. Mike Bernhard brings experience from previous roles at Northwestern Mutual, US Bank and T-Systems International GmbH. Mike Bernhard holds a 2001 - 2007 Bachelor of Business Administration (BBA) in Finance and International Business with a Double Major in German @ University of Wisconsin-Milwaukee - School of Business Administration. With a robust skill set that includes Portfolio Management, Business Strategy, Financial Analysis, Asset Allocation, Alternative Investments and more. Mike Bernhard has 1 emails and 2 mobile phone numbers on RocketReach.
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