AeroLeads people directory · profile
Bernard De Jesús Email & Phone Number
Client Relationship Manager
at
Custom Wealth Management, LLC
1 work email found
@cadaretgrant.com
LinkedIn matched
✓ Verified Jun 2026
4 data sources
Profile completeness 100%
Current company
Role
Client Relationship Manager
Location
Greater Syracuse-Auburn Area, United States, United States
Company size
Who is Bernard De Jesús? Overview
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Quick answer
Bernard De Jesús is listed as Client Relationship Manager at Custom Wealth Management, LLC, a company with 8 employees, based in Greater Syracuse-Auburn Area, United States, United States. AeroLeads shows a work email signal at cadaretgrant.com and a matched LinkedIn profile for Bernard De Jesús.
Bernard De Jesús previously worked as Senior Quality Control Analyst at Laurel Road and Student Loan Consultant at Gradfin. Bernard De Jesús holds Bachelor Of Science (B.S.), English Language And Literature, General from Suny Brockport.
Company email context
Email format at Custom Wealth Management, LLC
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*@cadaretgrant.com
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AeroLeads found 1 current-domain work email signal for Bernard De Jesús. Compare company email patterns before reaching out.
Profile bio
About Bernard De Jesús
Bernard De Jesús is a Client Relationship Manager at Custom Wealth Management, LLC. He possess expertise in customer service, creative writing, life insurance, social media, microsoft office and 45 more skills.
Listed skills include Customer Service, Creative Writing, Life Insurance, Social Media, and 46 others.
Current workplace
Bernard De Jesús's current company
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Custom Wealth Management, Llc
10 roles
Bernard De Jesús work experience
A career timeline built from the work history available for this profile.
Senior Quality Control Analyst
CurrentConducting thorough Quality Verifications (QV) of completed consultations using established templates and through adherence to existing QV procedure working directly with the GradFin Operations team. Acting as the liaison between GradFin and Laurel Road quality assurance and risk teams while coaching individual team members.
Nov 2024 - Present
Student Loan Consultant
Assisting student loan borrowers plan for their repayment options when it comes to federal and private student loans. The landscape is evolving and my job is to ensure borrowers are in the best position possible given their situation. Proficient in PSLF, IDR, refinancing and all the nuances that come with the varied options of repayment for student loans..
Mar 2022 - Nov 2024
Relationship Manager Business Owner Specialist
Feb 2021 - Mar 2022
Relationship Manager
May 2020 - Mar 2022
Product Specialist
Responsible for providing product information and marketing support to independent advisors for traditional insurance options including life insurance, disability insurance, and long term care offered by Cadaret, Grant Agency. Responsibilities also entail developing product illustrations, coordinating pricing structure, maintaining communication with.
Jan 2018 - May 2020
Financial Professional
Registered Representative offering securities products and services through NYLIFE Securities LLC, Member FINRA/SIPC, A Licensed Insurance Agency.
Jul 2016 - Jan 2018
Licensed Agent
Agent licensed to sell insurance through New York Life Insurance Company.
Jan 2015 - Jan 2018
Loan Recovery Specialist/Unit Lead
Eos Cca
Assisting consumers in the recovery of their defaulted student loans. Contracted on behalf of the U.S. Department of Education to effectively service federal student loans that have fallen into default by means of payoff or enrolling into a program to aid consumers to get back into good standing. All policies and procedures are upheld by FDCPA as well as.
Aug 2012 - Dec 2014
Manager
Managed up to 17 employees while adjusting positions and schedules for optimal performance. Trained and developed future managers, maintenence employees, as well as standard hourly employees. Oversaw P&L as well as food waste for a period of time. BSM (Basic Shift Management) & ASM (Advanced Shift Management) certified. Food Safety certified (expired.
Aug 2006 - Apr 2013
2 education records
Bernard De Jesús education
Bachelor Of Science (B.S.), English Language And Literature, General
Suny Brockport
Associates, Adolescent Education
Monroe Community College
FAQ
Frequently asked questions about Bernard De Jesús
Quick answers generated from the profile data available on this page.
What company does Bernard De Jesús work for?
Bernard De Jesús works for Custom Wealth Management, LLC.
What is Bernard De Jesús's role at Custom Wealth Management, LLC?
Bernard De Jesús is listed as Client Relationship Manager at Custom Wealth Management, LLC.
What is Bernard De Jesús's email address?
AeroLeads has found 1 work email signal at @cadaretgrant.com for Bernard De Jesús at Custom Wealth Management, LLC.
Where is Bernard De Jesús based?
Bernard De Jesús is based in Greater Syracuse-Auburn Area, United States, United States while working with Custom Wealth Management, LLC.
What companies has Bernard De Jesús worked for?
Bernard De Jesús has worked for Custom Wealth Management, Llc, Laurel Road, Gradfin, Bank Of America, and Cadaret, Grant & Co., Inc..
How can I contact Bernard De Jesús?
You can use AeroLeads to view verified contact signals for Bernard De Jesús at Custom Wealth Management, LLC, including work email, phone, and LinkedIn data when available.
What schools did Bernard De Jesús attend?
Bernard De Jesús holds Bachelor Of Science (B.S.), English Language And Literature, General from Suny Brockport.
What skills is Bernard De Jesús known for?
Bernard De Jesús is listed with skills including Customer Service, Creative Writing, Life Insurance, Social Media, Microsoft Office, Sales, Call Centers, and Risk Management.
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