Mark Bernard

Mark Bernard: Email & Phone Number

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Managing Partner / Wealth Advisor / LPL Branch Manager at Baywood Private Wealth Management|San Mateo, California, United States

Position:

Managing Partner / Wealth Advisor / LPL Branch Manager at Baywood Private Wealth Management

Location:

San Mateo, California, United States

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Last updated: 2025-07-05
Updated: 2025-07-05

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Work Experience 27 years

Managing Partner / Wealth Advisor / LPL Branch Manager at Baywood Private Wealth Management

Dec 2009 - Current

Senior Vice President-Investments at Smith Barney - Morgan Stanley

Oct 2007 - Dec 2009

Financial Advisor at Paine Webber / UBS

May 1999 - Oct 2007

Mark Bernard started working in 1999, then the employee has changed 2 companies and 2 jobs. On average, Mark Bernard works for one company for 9 years 1 month.

Their professional focus is Excel Modeling Course, Investment Advisory Services, and Wealth Management Services across 3 core areas.

Mark Bernard Namesakes

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Company
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Mark Bernard
District Sales Engineer
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Mark Bernard
Customer Service Supervisor
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