E. J. Fortenberry

Wealth Advisor @Bernstein Private Wealth Management

Los Angeles, CA, US
MOBILE NUMBERS
+91 *********19

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WORK HISTORY

Oct 2020 — Present

Wealth Advisor @Bernstein Private Wealth Management

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Partners with high net worth diverse investors and decision-makers to build generational legacy for their families, causes, and communities - Focused on working with athletes, entertainers, and other diverse markets to empower individuals and entities to invest with purpose and intention to change the trajectory of their wealth, impact, and influence - Helps clients reach these goals through equitable advice, integrated planning, philanthropy, and purpose-driven investing - Ensure high client satisfaction, acting as first line of communication with clients, prospective clients, and professionals

SKILLS

PowerpointLeadershipMicrosoft OfficeSocial MediaResearchTime ManagementMicrosoft ExcelEvent PlanningCustomer ServiceMicrosoft WordTeamworkPublic SpeakingFacebookStrategic PlanningManagement

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E. J. Fortenberry — Wealth Advisor at Bernstein Private Wealth Management in Los Angeles, CA, US | Unifers