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Anne Bucciarelli, CFA — Senior National Director, Bernstein Family Engagement Services · Bernstein · New York, New York, United States.
Direct contact
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About
Accomplished investment professional with domestic and international experience in complex financial modeling, risk mitigation, and creative problem solving for an investment firm. Highly requested speaker at large conferences and published author of investment planning research. Excels in dynamic, high-pressure environment.
Experience
Senior National Director, Bernstein Family Engagement ServicesCurrent
Bernstein Private Wealth Management · New York, New York, United States
May 2018 – Present
Senior Private Client Associate
Bernstein Private Wealth Management
Feb 2004 – Sep 2006
Provided fundamental support and excellent client servicing for three principal financial advisors with assets under management of $2.7 billion, including high net worth individuals and small institutions. Managed day-to -day operations with direct client interaction, including portfolio analysis, asset allocation analysis, account creation and reconciliation and preparation of servicing presentations. Recruited to join elite Wealth Management Research group by demonstrating quantitative distinction and exceptional presentation skills.
Education
- Loyola University Chicago — BBA, Finance, Information Systems · 1999 – 2002
- Loyola University of Chicago, John Felice Rome Center — Bachelor of Business Administration (BBA), International Management · 2001 – 2001
Skills
Financial Modeling