Brett Bernard
Eastern Division Market Executive at Charles Schwab
- Role
- Eastern Division Market Executive at Charles Schwab
- Location
- Troy, MI, US
- LinkedIn followers
- 500 followers
About Brett Bernard
At Schwab, we are focused on providing clear, relevant, and actionable advice that is unique to your situation. As a Division Market Executive, I am responsible for leading the six regions of the Branch Network in the eastern half of the country. I am personally committed to helping ensure our clients’ satisfaction and we’ll work hard to find solutions and strategies that are right for you.At Schwab you will benefit from our modern approach to wealth management - one that is all about transparency, value, and helping you take ownership of your finances. The best results come from being fully engaged. Let’s work together to make a difference in your financial future.
Experience
Eastern Division Market Executive
Jan 2016 — Present · Detroit, MI, US
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Education
Rhodes College
Bachelor of Arts (B.A.), Business Administration and Management, General
1980 — 1984
America College of Financial Planning
Certified Financial Planner (CFP)
1999
Skills
- Recruiting
- Leadership
- Management
- Commercial Banking
- Series 7
- Asset Allocation
- Risk Management
- Private Banking
- Finance
- Portfolio Management
- Competitive Analysis
- Financial Advisory
- Strategic Planning
- Change Management
- Retirement Planning
- Securities
- Fixed Income
- Series 63
- Sales Management
- Wealth
- Business Development
- Wealth Management
- Fixed Annuities
- Financial Services
- Financial Planning
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