Mike Bernier Email & Phone Number
Director of Mergers and Acquisitions @ Balefire Wealth
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Mike Bernier Location
- Dallas, TX, US
Mike Bernier Work
- Director of Mergers and Acquisitions @ (January 2025 - Present)
- Wealth Advisor @ VisionPoint Advisory Group (January 2024 - January 2025)
- Financial Wellness Coach @ VisionPoint Advisory Group (July 2022 - January 2024)
- Relationship Banker @ (November 2020 - July 2022)
Mike Bernier Education
- The University of Alabama
Bachelor's degree (Finance, Economics)
2015-2019
Mike Bernier Skills
- Risk Management
- Succession Planning
- Family Office
- Estate Planning
- Financial Planning
- Retirement Planning
- Financial Advisory
- Wealth Management Services
- Series 65
- Leadership
- Multitasking
- Mentoring
- Team Leadership
- Public Speaking
- Employee Relations
Mike Bernier Summary
- Mike Bernier, based in Dallas, TX, US, is currently a Director of Mergers and Acquisitions at Balefire Wealth. Mike Bernier brings experience from previous roles at VisionPoint Advisory Group and Bank of America. Mike Bernier holds a 2015 - 2019 Bachelor's degree in Finance, Economics @ The University of Alabama. With a robust skill set that includes Risk Management, Succession Planning, Family Office, Estate Planning, Financial Planning and more. Mike Bernier has 2 emails and 1 mobile phone numbers on RocketReach.
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