Don Bertrand Email & Phone Number

Greater Seattle Area

8434 East Shea Blvd Scottsdale, Az 85260

•Actively managed client portfolios pursuant to a written financial plan, and per specific client needs and risk tolerances •Communicated with clients on an ongoing basis to share an understanding of macro-economics and discuss portfolio performance through investment concepts•Engaged in all aspects of WealthTrust-Arizona’s business development and firm wide client initiatives•Engaged other members of the firm in critical thinking around portfolio construction and models used across the client base •Managed and evaluate risk for client portfolios

Scottsdale, Az

As a Relationship Manager - Private Client Group, partnered with Account Executive to build a book of business in excess of $1.5 billion. Presented a broad array of investment options based upon client profile and suitability. Executed equity, fixed income, and option trades for client base, and evaluated risk when appropriate. Acted as the main point of contact for corporate executives for complex restricted stock and employee stock option transactions. Instrumental in the establishment of the first Private Client Team in the Southwest.

Greater Boston Area

Produced investment strategies and asset allocation models, and took a lead role in communicating daily trade and operational issues with clients.

Master Of Science Administrative Studies, International Commerce

Language Certificate, Intensive Spanish

Ba, History, Economics, Spanish

Education record

Education record