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
- Assistant Vice President - Investments @ (May 2023 - Present)
- Investment Analyst @ (August 2021 - May 2023)
- Investment Adviser @ Murphy Pohlad Asset Management (January 2020 - March 2021)
- Portfolio Analyst @ (April 2018 - January 2020)
- Portfolio Associate @ (March 2016 - March 2018)
- Margin Specialist @ (April 2014 - March 2016)
Stephen Berard Education
- The University of Montana - College of Business
Bachelor of Science (B.S.) (Finance and Economics)
2009-2013
Stephen Berard Skills
- Financial Analysis
- Investment Research
- Investments
- Leadership
- Management
- Microsoft Excel
- PowerPoint
- Public Speaking
- Time Management
- Microsoft Office
- Microsoft Word
- Word
- Excel
- Written And Oral Presentation Skills
- Customer Service
- 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 - College of Business. With a robust skill set that includes Financial Analysis, Investment Research, Investments, Leadership, Management and more. Stephen Berard has 2 emails and 1 mobile phone numbers on RocketReach.
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