Stephen Berard Email & Phone Number
Assistant Vice President - Investments @ Foundation For The Carolinas
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Stephen Berard Location
- Charlotte, NC, US
Stephen Berard Work
- 2023 -now Assistant Vice President - Investments @
- 2021 -2023 Investment Analyst @
- 2020 -2021 Investment Adviser @ Murphy Pohlad Asset Management
- 2018 -2020 Portfolio Analyst @
- 2016 -2018 Portfolio Associate @
- 2014 -2016 Margin Specialist @
Stephen Berard Education
- The University of Montana - School of Business Administration
Bachelor of Science (B.S.) (Finance and Economics)
2009-2013
Stephen Berard Skills
- Leadership
- Microsoft Office
- Management
- Investment Research
- Microsoft Word
- PowerPoint
- Investments
- Microsoft Excel
- Public Speaking
- Word
- Excel
- Time Management
- Written And Oral Presentation Skills
- Customer Service
- Financial Analysis
- Sales
Stephen Berard Summary
- Stephen Berard, based in Charlotte, NC, US, is currently a Assistant Vice President - Investments at Foundation For The Carolinas. Stephen Berard brings experience from previous roles at Truist, Murphy Pohlad Asset Management and RBC Wealth Management. Stephen Berard holds a 2009 - 2013 Bachelor of Science (B.S.) in Finance and Economics @ The University of Montana - School of Business Administration. With a robust skill set that includes Leadership, Microsoft Office, Management, Investment Research, Microsoft Word and more. Stephen Berard has 2 emails and 1 mobile phone numbers on RocketReach.
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