Stephen Bernhardt Email & Phone Number
Vice President, Client Advisor @ J.P. Morgan Asset Management
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Stephen Bernhardt Location
- Grand Rapids, MI, US
Stephen Bernhardt Work
- 2014 -now Vice President, Client Advisor @
- 2012 -2014 Associate, Internal Client Advisor @
- 2000 -2012 Associate Financial Advisor @
Stephen Bernhardt Education
- University of Dayton
BS (Finance)
1997-2001
Stephen Bernhardt Skills
- Consultative Sales Professional
- Presentation skills
- Economic Knowledge
- Competitive Positioning
- Competitive Knowledge
- Fiduciary
- Internal Wholesaler
- Internal Client Advisor
- Relationship management
- 529
- External Wholesaler
- Client Advisor
Stephen Bernhardt Summary
- Stephen Bernhardt, based in Grand Rapids, MI, US, is currently a Vice President, Client Advisor at J.P. Morgan Asset Management. Stephen Bernhardt brings experience from previous roles at J.P. Morgan Asset Management and Wells Fargo Advisors. Stephen Bernhardt holds a 1997 - 2001 BS in Finance @ University of Dayton. With a robust skill set that includes Consultative Sales Professional, Presentation skills, Economic Knowledge, Competitive Positioning, Competitive Knowledge and more. Stephen Bernhardt has 2 emails on RocketReach.
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