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Brian D Wodar

age ~55

from Wellington, FL

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Also known as:
  • Brian D Woder
  • Brain D Wodar
  • Brian Woodar
Related to:
Connected to:

Brian Wodar Phones & Addresses

  • Wellington, FL
  • Loxahatchee, FL
  • 9875 169Th Ct N, Jupiter, FL 33478 • 217 975-0614
  • 10 Colony Ln, Deerfield, IL 60015 • 847 405-0136
  • 4 Leatherwood Rd, Norwalk, CT 06851 • 203 847-2042
  • Stamford, CT
  • New York, NY
  • Lane, IL

Work

  • Company:
    Bessemer trust
    Sep 2020
  • Position:
    Principal, senior client advisor

Education

  • Degree:
    Master of Business Administration, Masters
  • School / High School:
    Nyu Stern School of Business
    1998 to 2003
  • Specialities:
    Finance

Skills

Alternative Investments • Asset Allocation • Wealth Management • Philanthropy • Retirement Planning • Estate Planning • Investment Policy Statements • Planned Giving • Private Foundations • Donor Advised Funds • Charitable Trusts • Asset Management • Equities • Investment Strategies • Hedge Funds • Financial Services • Investment Management • Series 7 • Financial Advisory • Wealth Management Services • Investment Advisory • High Net Worth Individuals • Series 63 • Mutual Funds • Investments • Private Equity • Securities • Portfolio Management • Fixed Income • Capital Markets • Bonds • Strategic Financial Planning • 401K • Emerging Markets • Valuation • Retirement • Financial Planning

Industries

Investment Management

Resumes

Brian Wodar Photo 1

Principal, Senior Client Advisor

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Location:
Jupiter, FL
Industry:
Investment Management
Work:
Bessemer Trust
Principal, Senior Client Advisor
Bernstein Private Wealth Management Jan 2006 - May 2016
Director - Wealth Management Research
Bernstein Private Wealth Management Jan 2006 - May 2016
Senior Vice President and Financial Advisor
Bernstein Private Wealth Management Jan 2009 - May 2016
National Director - Nonprofit Advisory Services
Bernstein Private Wealth Management 1999 - 2006
Director - Investment Planning Analysts
Education:
Nyu Stern School of Business 1998 - 2003
Master of Business Administration, Masters, Finance New York University 1991 - 1993
Masters, Master of Arts, Literature University at Albany, Suny 1987 - 1991
Bachelors, Bachelor of Arts, Psychology, Literature
Skills:
Alternative Investments
Asset Allocation
Wealth Management
Philanthropy
Retirement Planning
Estate Planning
Investment Policy Statements
Planned Giving
Private Foundations
Donor Advised Funds
Charitable Trusts
Asset Management
Equities
Investment Strategies
Hedge Funds
Financial Services
Investment Management
Series 7
Financial Advisory
Wealth Management Services
Investment Advisory
High Net Worth Individuals
Series 63
Mutual Funds
Investments
Private Equity
Securities
Portfolio Management
Fixed Income
Capital Markets
Bonds
Strategic Financial Planning
401K
Emerging Markets
Valuation
Retirement
Financial Planning

Mylife

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Brian Wodar Deerfield IL

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Brian Wodar

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