Mark Bernazzani
Dad to two active boys | Wealth and tax adviser for high net worth individuals and families.
- Role
- Personal CFO at My Personal Cfo
- Location
- Portland, OR, US
- LinkedIn followers
- 500 followers
About Mark Bernazzani
Experienced in Investments, Wealth Management, Income Taxation, Investment Banking and Financial Analysis with over twenty years of diversified experience. A highly motivated and skilled business professional who has achieved success by creating a trusted advisor relationship with clients while exceeding their financial goals. Strengths include a strong work ethic, professionalism, the ability to multitask and effectively communicate with clients.
Experience
Personal CFO
Jan 2018 — Present
Education
University of Idaho
B.S., Accounting
NYU Stern School of Business
MBA
2007 — 2009
Skills
- Capital Markets
- Series 7
- Private Equity
- Financial Modeling
- Securities
- Investment Banking
- Corporate Finance
- Asset Management
- Valuation
- Portfolio Management
- Wealth Management
- Equities
- Investments
- Financial Analysis
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