Bernard Reed Email & Phone Number

Indianapolis, In, Us

Indianapolis, Indiana Area

BMO Wealth Management offers a comprehensive range of wealth management services that include investment advisory, trust, banking and financial planning to meet the financial needs of high net worth clients. Through integrated teams of experienced financial professionals, BMO Wealth Management helps its clients realize their financial and lifestyle goals with solutions that are custom tailored and delivered with the highest level of personalized service. As a Private Wealth Advisor for BMO Private Bank, I serve as a lead advisor and relationship manager to high-net-worth individuals, families and organizations, including closely-held and family-owned businesses. I work intimately with clients to gain a complete understanding of their lifestyle, career, philanthropic and wealth planning goals. I then identify and engage a Client Strategy Team to create a unique and constantly evolving wealth plan and strategy to achieve these goals. I pride myself on listening to my clients to truly understand their needs and concerns, and partnering with them to achieve their goals.

Indianapolis, Indiana

Key Bank is the 17th largest U.S. domestic bank based financial services firm, with over $135 billion in assets. Key bank has over 1,300 retail branches across 15 states, with approximately 15,000 full time employees. Tracing it's roots back to 1825 in Cleveland, OH, KeyCorp has been serving high net worth families for more than 160 years. As a Wealth Adviser, I served high net worth individuals, institutions, and private foundations as a business development officer for Key Private Bank. Key Private Bank has over $37 billion in assets under management, representing 25 markets and over 30,000 relationships. Operating under the fiduciary standard, Key Private Bank advisors provide the highest standard of care in the industry. The team is composed of 95 highly accredited investment professionals, with decades of experience building relationships and trust with families and institutions.

Indianapolis, Indiana Area

Region Bank, the only member of the Fortune 500 to operate in Alabama, is the 20th largest domestic US bank by deposits. Regions operates in 16 states with over 1500 branches and $100 billion in deposits. Regions also maintains commercial, mortgage, trust, and investment services.During my time at Regions, I served as a Wealth Adviser in the Regions Private Wealth group, which was a dual business development and client services role. Exclusively focused on high-net worth clients, I actively sourced and acquired new clients for the bank, and coordinated the delivery of the client experience. I functioned as a sort of quarterback for the clients; connecting them to appropriate resources within the bank to accommodate their investment, banking, lending, and trust needs. I gained significant experience in investment management, trust and estate planning, financial planning, general banking, and lending during this role.

Indianapolis, Indiana Area

Legacy Practice Management is a consulting firm in Indianapolis, IN focused on the medical field. The firm assists a variety of medical professionals, including dentists, private practice surgeons and physicians, chiropractors, Ophthalmologists, Podiatrists, and even Veterinarians. Legacy focuses on practice consulting and financial planning, combining both the business and personal aspects of their client's financial lives together. My role at Legacy was varied and grew over time, but primarily focused on the management of client investments, the direction the overall investment strategy, and valuation services. Below is a list of my accomplishments and duties at Legacy:Led the Investment Division of Legacy Practice Management.Managed all advisers on investment related services.Managed all client investments, including personal and business retirement accounts and brokerage accounts.Built all portfolio models, executed all trades, and facilitated all account openings.Mastered a variety of platforms, including: TradePMR, TD Ameritrade VEO, iRebal, Emoney, Fnex, Schwab Portfolio Center, etc.Positive return history.Conducted Financial Analysis on a wide range of investments, including: Equities, Bonds, Mortgage Instruments, Insurance (both life and health), Annuities, Private Equity, Hedge Funds, Private Placements, Managed Futures, Venture Capital, etc.Conducted valuations for all potential new business purchases for clients.Developed proprietary valuation models.Conducted business planning and consulted for new businesses.Assisted client’s in acquiring and securing capital for new businesses ventures and residential purchases.Established business relationships with numerous banks, mortgage brokers, lenders, accountants, lawyers, agents, TPAs, etc.Asset growth during tenure 800%, firm growth 400%. Firm revenue doubled every year during tenure.

Indianpolis, In

Charles Schwab is one of the largest and most prolific financial services firms in the United States, providing a variety of financial and banking services to a variety of individual and institutional clients. With $3.31 trillion in assets under management, Schwab has more total assets than any other publically traded investment services firm in US.During my time at Schwab, I assisted clients with trade and customer service related issues, while completing Schwab’s award winning broker development program. I received a Series 7 and 63 as part of this training. Schwab, which maintains 24/7 access to it's brokerage services, afforded me the opportunity to work a unique shift in the brokerage world: 3:30 pm to 2:30 am. While my sleep schedule may have suffered during this period, the experience was incredibly useful, as I was forced to become an exert in many advanced areas that would've been handle by far more experienced support staff during regular hours. It was during these twilight hours that I gained invaluable exposure to investment management, financial analysis, trust and estate management, retirement planning, and a variety of other financial services.

Consulted with Legacy Practice Management, which at this time was still ramping up. The company was focused on building a base of Dentists and Physicians by focusing on highly customized disability and term insurance. In my role, I periodically reviewed client data, contacted clients via email and phone, as well as data entry, and consulting. Learned a great deal about insurance, specifically own-occupation disability.

Sonar Studios is an innovative communications company that creates advanced information and educational messaging, strategies and delivery systems. Sonar combines engaging content with the right delivery platforms to ensure that connections are being made for their client’s product, brand, or cause. During my time at the Kelley School of business, we completed a class project for Sonar Studios. They were so impressed with our project, they hired two other students and myself as private consultants for two separate projects. My role was research and presentation writing. At a time when my fellow students were getting coffee in unpaid internships, I was helping a company make financial and marketing decisions by conducting real-world analysis with real world stakes.

Bs With Honors, Finance, Marketing, And Supply Chain Management, 3.6

Activities and Societies: Senator, Undergraduate Student Government; Committee Member, Operations Committee Undergraduate Student.

Education record