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Cindy Bernstein is listed as Consultant at Beech Hill Securities, a company with 21 employees, based in New York, New York, United States. AeroLeads shows a work email signal at bh-secs.com and a matched LinkedIn profile for Cindy Bernstein.
Cindy Bernstein previously worked as Consultant at Two Rivers Partners and Vice President, Global Client Relationships at Pershing Llc, A Bny Mellon Company. Cindy Bernstein holds Bachelor Of Science, Business Economics from State University Of New York College At Oneonta.
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AeroLeads found 1 current-domain work email signal for Cindy Bernstein. Compare company email patterns before reaching out.
Relationship Manager/Account Manager looking for my next role. I am a professional responsible for managing and growing overall client relationships and revenues, business development, driving client satisfaction, and contract renewal. Extensive experience in account and relationship management, creation of incremental revenue and cross-selling opportunities through products and solutions, and resolution of client issues. Knowledgeable in brokerage, clearing and brokerage operations. Skilled in creating strategic partnerships both internally and externally, including with C-level executives.If you would be interested in seeing my resume, please contact me at cindybernstein9@gmail.com.
Listed skills include Financial Services, Series 7, Securities, Equities, and 15 others.
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New York, NY
Full service broker-dealer and SEC registered investment advisor specializing in fixed income, equity trading, investment banking and investment advisory solutions. Solutions include alternative investment services, financial and estate planning, and wealth management.
Organized launch of human resources, management consulting, change management and organizational design business.Created introductory materials, mined LinkedIn for prospects/customers, set-up and participated in initial meetings.Website planning, including layout and content.
Greater New York Area
Grew global customer relationships by offering strategic consulting and business solutions, presenting products and services, cross-selling and revenue opportunities, problem solving, best practices/risk mitigation, and service excellence. Created strategic partnerships with C-level executives and other key contacts at the customers'.
Greater New York City Area
Managed a team of Account Managers who worked with institutional, retail, RIA, asset managers and prime brokerage customers. Our team worked with customers on new business opportunities, trading systems, products and services, as well as trading and operational issues. We partnered with Sales/Relationship Managers on strategic initiatives, incremental.
Greater New York City Area
Managed the relationship between Pershing and several business units of Donaldson, Lufkin & Jenrette, DLJ. Relationship responsibility for DLJ's high net worth business, Wood, Struthers and Winthrop Asset Management division, and DLJ's Institutional Trading department. Visited all Operations and Branch Managers for the US branch offices, met with.
Other employees you can reach at beechhillsecurities.com. View company contacts for 21 employees →
James Peters
Colleague at Beech Hill SecuritiesNew York City Metropolitan Area, United States
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Patrick Parrish
Colleague at Beech Hill SecuritiesEast Northport, New York, United States, United States
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Giavanna Modica
Colleague at Beech Hill SecuritiesNew York City Metropolitan Area, United States
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Daniela Gomez
Colleague at Beech Hill SecuritiesFairfield, Connecticut, United States, United States
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Theresa De Poortere
Colleague at Beech Hill SecuritiesNew York City Metropolitan Area, United States
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Craig Bonder
Colleague at Beech Hill SecuritiesNew York, New York, United States, United States
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Suraj Khosla
Colleague at Beech Hill SecuritiesNew York, New York, United States, United States
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Paul Dexter
Colleague at Beech Hill SecuritiesNew York City Metropolitan Area, United States
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Mike Becker
Colleague at Beech Hill SecuritiesNew York City Metropolitan Area, United States
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VI
Vincent Iannuzzi
Colleague at Beech Hill SecuritiesNew York, New York, United States, United States
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Quick answers generated from the profile data available on this page.
Cindy Bernstein works for Beech Hill Securities.
Cindy Bernstein is listed as Consultant at Beech Hill Securities.
AeroLeads has found 1 work email signal at @bh-secs.com for Cindy Bernstein at Beech Hill Securities.
Cindy Bernstein is based in New York, New York, United States while working with Beech Hill Securities.
Cindy Bernstein has worked for Beech Hill Securities, Two Rivers Partners, Pershing Llc, A Bny Mellon Company, Pershing Llc, A Credit Suisse First Boston Company, and Pershing, A Subsidiary Of Donaldson, Lufkin & Jenrette Securities Corporation.
Cindy Bernstein's colleagues at Beech Hill Securities include James Peters, Patrick Parrish, Giavanna Modica, Daniela Gomez, and Theresa De Poortere.
You can use AeroLeads to view verified contact signals for Cindy Bernstein at Beech Hill Securities, including work email, phone, and LinkedIn data when available.
Cindy Bernstein holds Bachelor Of Science, Business Economics from State University Of New York College At Oneonta.
Cindy Bernstein is listed with skills including Financial Services, Series 7, Securities, Equities, Trading, Series 63, Prime Brokerage, and Fixed Income.
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