Brett Bernard

United States, Michigan, Bloomfield Hills
62 years old
4.0 1 Reviews
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Anonymous
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02/18/2019 @ 07:42 am

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Education
  • Wharton Securities Industry Institute (SII)

    01/2000 - 01/2002
  • America College of Financial Planning

    Certified Financial Planner (CFP)
    01/1999 - 01/1999
  • Rhodes College

    Bachelor of Arts (B.A.), Business Administration and Management, General
    01/1980 - 01/1984
Career History
  • Charles Schwab

    Regional Branch Executive
    01/2013
  • Merrill Lynch / Bank of America

    Merrill Lynch Regional Market Exec and Michigan Market President for Bank of America
    01/2011 to 01/2012
  • Merrill Lynch / Bank of America

    Regional Managing Director, Mid East Region
    01/2009 to 01/2011
  • Merrill Lynch / Bank of America

    Regional Managing Director, Capital Region
    01/2008 to 01/2009
  • Merrill Lynch / Bank of America

    Central Division Director, Wealth Management
    01/2004 to 01/2008
  • Merrill Lynch

    Managing Director, 5th Avenue Financial Center
    01/2001 to 01/2004
  • Merrill Lynch

    National Sales Manager
    01/2000 to 01/2001
  • Merrill Lynch

    Director
    01/1994 to 01/2000
  • Merrill Lynch

    District Sales Manager
    01/1992 to 01/1994
  • Merrill Lynch

    Financial Advisor and Sales Manager
    01/1984 to 01/1990
Family & Friends
Core Competencies

No Core Competencies Specified

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Business Achievements

No Business Achievements Specified

Worst Failures in Business

No Worst Failures in Business Specified

Political Party

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