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Bernadette Gilbert Email & Phone Number

Operations and Project Management
Location: Newport Beach, California, United States 10 work roles 4 schools
1 work email found @fisherinvestments.com 8 phones found area 661, 310, 626, 760, and 505 LinkedIn matched
✓ Verified Jul 2026 4 data sources Profile completeness 86%

Contact Signals · 1 work email · 8 phones

Work email b****@fisherinvestments.com
Direct phone (661) ***-****
LinkedIn Profile matched
3 free lookups remaining · No credit card
Role
Operations and Project Management
Location
Newport Beach, California, United States

Who is Bernadette Gilbert? Overview

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Quick answer

Bernadette Gilbert is listed as Operations and Project Management based in Newport Beach, California, United States. AeroLeads shows a work email signal at fisherinvestments.com, phone signal with area code 661, 310, 626, 760, 505, and a matched LinkedIn profile for Bernadette Gilbert.

Bernadette Gilbert previously worked as Financial and Operations Manager at University Of California, Riverside and Investment Professional at Equitable. Bernadette Gilbert holds Professional Certificate, Project Management from Caltech.

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Email format at fisherinvestments.com

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bgilbert@fisherinvestments.com
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AeroLeads found 1 current-domain work email signal for Bernadette Gilbert. Compare company email patterns before reaching out.

Profile bio

About Bernadette Gilbert

Proficient operations, project management and finance professional highly skilled in business and operations. Trusted partner to clients, colleagues, and stakeholders. Skillful researcher, with a focus on both qualitative and quantitative data. Excellent communication skills delivered with diplomacy and tact. Collaborator, negotiator, and innovator. Operations: Managed staff of 120 -- recruitment, training, performance management, coaching and mentorship Managed facilities in multiple locations throughout the county Allocated and strategically assigned resource to staff to foster long term efficiency Monitored and improved key performance measures Monitored metrics to improve quality assurance and customer satisfaction Evaluated and resolved day-to-day operational matters Collaborated with colleagues to quickly respond to changing workplace dynamics Provided operational and financial reports to Board of Directors Project Management: Conducted needs analysis Identified project scope, schedule, and outcomes Planned and scheduled tasks and milestones Managed Human Resources and internal and external communications Monitored risk management Conducted performance evaluations Finance:  Budget planning and forecasting Data analysis  Projections models Financial statements Procurement of goods and services

Listed skills include Program Management, Training, Fundraising, Project Management, and 46 others.

10 roles · 25 years

Bernadette Gilbert work experience

A career timeline built from the work history available for this profile.

Financial And Operations Manager

Riverside, Ca, Us

Department executive leadership to manage administrative and financial functions to support staff, faculty, post-doctoral students. Plan and coordinate new funding opportunities and collaborate with on and off-campus teams. Manage staff - recruitment, training, performance management, coaching and mentorship. Evaluate and resolve day-to-day operational matters. Utilize process management to improve multiple key performance outcomes. Oversee contract and grant administration, and contract compliance. Develop standard operating procedures for financial and administrative processes and recommend enhancements to improve efficiency and efficiency.

Sep 2023 - Aug 2024

Investment Professional

New York, Ny, Us

Financial planner and analyst responsible for servicing all client accounts, receipt of funds, contracts, and agreementsEnsured compliance with SEC regulationsManagement of internal database, Salesforce, E- Money and other data platformsPrepared projections, what-if analysis, and various scenarios to reflect client future needsParticipated in Investment Policy Meetings with various consultants Conducted research on various investments strategies and portfolios

Sep 2022 - Dec 2022

Financial Analyst

Irvine, Ca, Us

Provide primary analytical support to staff through the provision of reports on demographics, program and learning outcomes. Research and assess current trends and best practices across peer institutions and professional organizations. Analyze feasibility of proposals and perform competitive cost analysis.

Nov 2019 - Sep 2021

Program Manager

Costa Mesa, Ca, Us

Supported strategic outreach programs with research, budgeting, planning and analysis, and financial reconciliation and reporting. Provide monthly report to the Board of Directors.

Jun 2019 - Nov 2019

U.S. Private Client Services

Plano, Texas, Us

Implemented the training initiatives for Investment Counselors including logistics, scheduling and internal communications.

Feb 2018 - Feb 2019

Project Director, Workforce Development

Louisville, Kentucky, Us

Directed contract compliance for three locations and liaised between key partnerships with the Orange County Workforce Investment Board and Riverside County Workforce Board. Responsible for managing budget, recruiting, training and staff development.

Oct 2013 - Aug 2017

Program Director

Los Angeles, California, Us

• Modernized new client-based process to produce additional revenue• Increased customer engagement by 40% in one year

Oct 2011 - Jul 2013

Program Director - Job Training

Valley Glen, Ca, Us

Increased contract from $1.5 M to $4.5 M in three years.Ensured contract compliance through implementation of project management system to monitor performance and expenses.

2002 - 2009 ~7 yrs

Associate Manager

San Francisco, California, Us

Achieved business results based on brand strategy and key drivers with annual revenue of $17M.

Jun 2000 - Jul 2002

Vice President Operations, Tti Of California, Inc

Los Angeles, California, Us

Managed operations for City of Los Angeles. Los Angeles County and Orange County Workforce centers.Consistently achieved (and exceeded) performance and contract requirements.

Sep 1994 - Mar 2000
4 education records

Bernadette Gilbert education

Professional Certificate, Project Management

Caltech

Certificate, Workforce Development

University Of Virginia

Master'S Degree, Management Information Systems And Services

University Of Southern California

Bachelor Of Arts, Communication Studies

Uc Santa Barbara
FAQ

Frequently asked questions about Bernadette Gilbert

Quick answers generated from the profile data available on this page.

What is Bernadette Gilbert's role at their current company?

Bernadette Gilbert is listed as Operations and Project Management.

What is Bernadette Gilbert's email address?

AeroLeads has found 1 work email signal at @fisherinvestments.com for Bernadette Gilbert.

What is Bernadette Gilbert's phone number?

AeroLeads has found 8 phone signal(s) with area code 661, 310, 626, 760, 505 for Bernadette Gilbert.

Where is Bernadette Gilbert based?

Bernadette Gilbert is based in Newport Beach, California, United States.

What companies has Bernadette Gilbert worked for?

Bernadette Gilbert has worked for University Of California, Riverside, Equitable, Uc Irvine, Junior Achievement Of Orange County, and Fisher Investments.

How can I contact Bernadette Gilbert?

You can use AeroLeads to view verified contact signals for Bernadette Gilbert, including work email, phone, and LinkedIn data when available.

What schools did Bernadette Gilbert attend?

Bernadette Gilbert holds Professional Certificate, Project Management from Caltech.

What skills is Bernadette Gilbert known for?

Bernadette Gilbert is listed with skills including Program Management, Training, Fundraising, Project Management, Nonprofits, Public Speaking, Leadership, and Proposal Writing.

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