Stephen Berard
AVP, Investments
- Role
- Assistant Vice President - Investments at Foundation for the Carolinas
- Location
- Charlotte, NC, US
- LinkedIn followers
- 500 followers
Finance & AccountingView LinkedIn profile
About Stephen Berard
I am an experienced, well-rounded investment professional with a background in portfolio…
Experience
Assistant Vice President - Investments
May 2023 — Present · Charlotte, NC, US
Education
The University of Montana - College of Business
Bachelor of Science (B.S.), Finance and Economics
2009 — 2013
Skills
- Investment Research
- Time Management
- Public Speaking
- Management
- Powerpoint
- Microsoft Excel
- Financial Analysis
- Leadership
- Investments
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