Bert Pearsall
Managing Director @Kadenwood Group
Orlando, FL, US
EMAILS
MOBILE NUMBERS
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WORK HISTORY
Mar 2025 — Present
Managing Director @Kadenwood Group
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New York, NY, US
Managing Director role is sourcing and executing investment banking transactions as well as monitoring the progress of deals
EDUCATION
1981 — 1983
University of Florida
Florida School of Banking, Executive Bank Management
2006 — 2007
Six Sigma
Sales Green Belt Certification, Fee Based Sales Impact on Revenue and Client Asset Growth
1980 — 1980
American Institute of Banking
Certification, Commerical Banking
1973 — 1977
University of Central Florida
Bachelors of Science, Business Administration and Marketing
SKILLS
SecuritiesCommercial BankingInvestment ManagementFinancial PlanningBranch BankingMortgage LendingSeries 63Cross SellingFinancial ServicesFixed IncomeInsuranceInvestment BankingExecutive ManagementRetail BankingInvestmentsTreasury ManagementBondsStrategic Financial PlanningEquitiesInvestment StrategiesAlternative InvestmentsFinancial AdvisoryAsset AllocationBankingMutual FundsRisk ManagementInvestment AdvisorySmall Business LendingPortfolio ManagementLoansWealth ManagementLoan OriginationFinraConsumer LendingFinanceFinancial RiskAsset ManagementCreditCredit RiskCredit Analysis
ABOUT BERT PEARSALL
Securities - Series 7, 24, 79, Licenses Florida Commercial Real Estate…
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