Dan Bernardi

Banking

Dan Bernardi is a high-level expert, that works in Bernardi Holdings as a Founder and Chief Executive Officer since 2013. This expert has earned professional experience in more than six positions at various companies. Dan Bernardi went to the Trinity College - Hartford and was studying from 2000 to 2004. Dan has the following professional qualifications: Series 7, Series 63, and Series 55. New York, New York is the city, where this professional was lastly known to be settled. Dan Bernardi's contacts are easily accessed through this website by request.
Name variants:
Daniel Bernardi
Last updated May 02, 2024

Contact Information

Last Update
Jul 6, 2022
Email
da**@gmail.com, db**@bernardiholdings.com
Location
New York, NY
Company
Bernardi Holdings

Workplace

Founder and Chief Executive Officer

Work History

Founder and Chief Executive Officer

from 2013

Vice President

New York
2011 — 2012

Director

607 Herndon Pkwy SUITE 302, Herndon, VA 20170
from 2012

Institutional Sales

New York, NY
2007 — 2011

Vice President

Fbr
1300 north 17Th St SUITE 1400, Arlington, VA 22209
2004 — 2007

Chief Executive Officer at Bernardi Holdings, Llc

CEO at Bernardi Holdings, LLC at Bernardi Holdings LLC

Education

Occupations

Executive
Chief Executive Officer
Founder
Vice President
Corporate Executive
Chief Executive
Founding Member

Skills

Series 63
Fixed Income
Valuation
Portfolio Management
Financial Modeling
Capital Markets
Derivatives
Investments
Bloomberg
Equities
Equity Research
Asset Management
Private Equity
Investment Banking
Due Diligence
Trading
Series 7
Securities
Hedge Funds
Equity Trading
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