Daniel Bernard

Director, Regulatory Support, Wealth Solutions at Fidelity Investments

Role
Director, Regulatory Support - Wealth Solutions at Fidelity Investments
Location
Boston, MA, US
LinkedIn followers
500 followers
Finance & AccountingView LinkedIn profile

About Daniel Bernard

I am an accomplished, results-oriented compliance and risk professional with extensive…

Experience

  1. Director, Regulatory Support - Wealth Solutions

    Fidelity Investments

    Apr 2022 — Present

Education

  • University College Cork

    Studied abroad spring semester 2002

    2002 — 2002

  • Quinnipiac University

    Bachelor of Arts (BA)

    1999 — 2003

Skills

  • Visio
  • Mutual Funds
  • Investments
  • Risk Management
  • Securities
  • Financial Services
  • Analysis
  • Finance
  • Asset Management
  • Microsoft Word
  • Series 6
  • Portfolio Management
  • Equities
  • Microsoft Excel

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Daniel Bernard — Director, Regulatory Support - Wealth Solutions at Fidelity Investments in Boston, MA, US | Unifers