Nicholas Bernardy

Nicholas Bernardy: Email & Phone Number

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Investment Counselor at Fisher Investments|San Diego, California, United States

Position:

Investment Counselor at Fisher Investments

Location:

San Diego, California, United States

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Last updated: 2024-11-20
Updated: 2024-11-20

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Work Experience 13 years

Investment Counselor at Fisher Investments

Sep 2024 - Current

Manager - Advisor Transitions at Charles Schwab

May 2021 - Jan 2024

Manager - Advisor Transitions at Charles Schwab

Jan 2021 - Jan 2024

Senior Technical Specialist - iRebal (Portfolio Rebalancing) at TD Ameritrade

Aug 2017 - May 2021

Relationship Manager II at TD Ameritrade

Feb 2016 - Aug 2017

Jr Accountant at Del Mar Fair Grounds, 22nd District Agricultural Association

Jun 2015 - Jul 2015

Financial Rep, Towers Watson at WTW

Sep 2013 - Feb 2014

Nicholas Bernardy started working in 2013, then the employee has changed 4 companies and 5 jobs. On average, Nicholas Bernardy works for one company for 1 year 10 months.

Their professional focus is Accounting, Analytical Skills, and Analytics across 3 core areas.

Education

Master of Business Administration - MBA at California State University San Marcos

Bachelors at California State University San Marcos

Frequently Asked Questions

What is Nicholas Bernardy's email address?

SignalHire found a verified business email address for Nicholas Bernardy: b********s@fisherinvestments.com.

What is Nicholas Bernardy's phone number?

SignalHire found a verified phone number for Nicholas Bernardy: +1-***-***-6309.

How do I contact Nicholas Bernardy at Fisher Investments?

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What is Nicholas Bernardy's professional background?

Nicholas Bernardy has 13 years of professional experience. They have held roles including Manager - Advisor Transitions, Manager - Advisor Transitions, and Senior Technical Specialist - iRebal (Portfolio Rebalancing) at companies such as Charles Schwab, Charles Schwab, and TD Ameritrade. Their education includes Master of Business Administration - MBA from California State University San Marcos, and Bachelors from California State University San Marcos.

Is Nicholas Bernardy's contact information up to date?

Yes. Nicholas Bernardy's SignalHire profile was last updated on 20 November 2024, reflecting their current position as Investment Counselor at Fisher Investments in Plano, Texas, United States.

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