Bert Pearsall
Managing Director at Kadenwood Capital NYC
- Role
- Managing Director at Kadenwood Group
- Location
- Orlando, FL, US
- LinkedIn followers
- 500 followers
About Bert Pearsall
Securities - Series 7, 24, 79, Licenses Florida Commercial Real Estate…
Experience
Managing Director
Mar 2025 — Present · New York, NY, US
Managing Director role is sourcing and executing investment banking transactions as well as monitoring the progress of deals
Education
University of Florida
Florida School of Banking, Executive Bank Management
1981 — 1983
Six Sigma
Sales Green Belt Certification, Fee Based Sales Impact on Revenue and Client Asset Growth
2006 — 2007
American Institute of Banking
Certification, Commerical Banking
1980 — 1980
University of Central Florida
Bachelors of Science, Business Administration and Marketing
1973 — 1977
Skills
- Securities
- Commercial Banking
- Investment Management
- Financial Planning
- Branch Banking
- Mortgage Lending
- Series 63
- Cross Selling
- Financial Services
- Fixed Income
- Insurance
- Investment Banking
- Executive Management
- Retail Banking
- Investments
- Treasury Management
- Bonds
- Strategic Financial Planning
- Equities
- Investment Strategies
- Alternative Investments
- Financial Advisory
- Asset Allocation
- Banking
- Mutual Funds
- Risk Management
- Investment Advisory
- Small Business Lending
- Portfolio Management
- Loans
- Wealth Management
- Loan Origination
- Finra
- Consumer Lending
- Finance
- Financial Risk
- Asset Management
- Credit
- Credit Risk
- Credit Analysis
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