Grace Bernhardt Email & Phone Number
Who is Grace Bernhardt? Overview
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Grace Bernhardt is listed as Director, Charitable Solutions and Advisor Experience at Raymond James, a with 5 employees, based in Tampa, Florida, United States. AeroLeads shows a matched LinkedIn profile for Grace Bernhardt.
Grace Bernhardt previously worked as Director, Sustainable Investing at Raymond James and Relationship Manager - National Accounts at Raymond James Investment Management. Grace Bernhardt holds Bachelor Of Science, Management from University Of Florida.
Email format at Raymond James
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About Grace Bernhardt
Driven, people-centric, and adaptable financial services professional with experience in human resources and product partner relationship management. Able to build proactive and strategic plans to accelerate asset growth and strengthen relationships with key stakeholders. About Carillon Tower Advisers:Carillon Tower Advisers provides scalable business support to a growing ecosystem of distinct and experienced investors. Allowing talented investment teams to focus on their research processes with limited distraction provides enhanced opportunities for alpha generation, customized solutions, and the best outcomes for clients.We are deeply committed to the idea that fundamental, active management has the ability to outperform. Our teams have exhibited strong absolute returns over cycles from a historical standpoint, as well as strong risk-adjusted returns.We offer clients a single relationship that provides access to a wide suite of asset classes – including equities, fixed income and multi-asset class – and varied investment vehicles to address different needs. All those, as well as access to veteran independent investment teams, each with their own philosophy and process, are available through a single point of contact.
Grace Bernhardt's current company
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Grace Bernhardt work experience
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Director, Sustainable Investing
Responsible for ensuring Raymond James’ financial advisors have the education and resources needed to help them meet clients’ sustainability, impact, faith- and values-based investment goals. Provides guidance to financial advisors and their clients regarding the firm’s sustainable investment offerings and suitable portfolios, acts as the main point of contact for the firm’s Sustainable Investing Advisory Council, and contributes to the firm’s private wealth program as a Subject Matter Expert on sustainable and impact investing.
Relationship Manager - National Accounts
Education Partner Relationship Manager
In this role, I have the privilege of helping to foster relationships with 30 Premier and Preferred mutual fund, annuity, and ETF partners and jointly manage relationships with 80 additional partner level firms. I work to connect Raymond James home office leaders and advisors with partner firms while championing the RJ brand, initiatives, and conferences.
Senior Talent Advisor-Campus Recruiting
My role as a Senior Talent Advisor is to connect talented students and professionals in the financial realm with great careers at Raymond James. I focus primarily on our Accelerated Development rotational financial analyst program, entry level and experienced marketing positions, firm wide internships, and our Assistant to the Chairman roles. Additionally, I have experience recruiting for Investment Banking, Equity Research, Eagle Assets Management, Human Resources, Advisor Choice Consulting, and the Private Client Group. I am experienced in full cycle recruiting, including direct sourcing, passive and active candidate engagement, and offer creation/extension.
Sr. Field Campus Recruiter
In my role at Target, I recruited Executive Team Leaders, Stores Executive Interns, Distribution Center Group Leaders, Distribution Operations Interns, Pharmacists and Pharmacy Interns in the southeastern market, encompassing the multi-store districts in AL, AR, FL, GA, LA, MS, and TX and 3 Distribution Centers. I excelled at partnering with Group and District leaders to provide feedback on creating new campus recruitment strategies through identifying trends and market conditions. I collaborated with leadership in order to build a diverse and inclusive team that people not only wanted to be on, but that they want to stay on. I played an active role on the Human Resources Leadership Team by working closely with Human Resource Business Partners and the Human Resource Market Leader to determine HR process and operational priorities, succession and talent planning needs, and to identify campus recruiting trends.Target Careers. Expect the Best. Learn more www.target.com/careers
Executive Team Leader-Human Resources
•Led all staffing processes and proactively planned for hiring needs for all workcenters. •Utilized succession planning tools to elevate the level of leadership in the store and to bring on amazing talent to the store. •Championed a fast, fun, and friendly culture by promoting recognition for performance, planning entertaining workplace events, and keeping a pulse on team member engagement. •Established an environment focused on talent management by developing high potential team members and coaching problem performers. •Controlled payroll and managed the scheduled of over 120 hourly team members.
Colleagues at Raymond James
Other employees you can reach at raymondjames.ca. View company contacts for 5 employees →
Alexandra Hill
Colleague at Raymond JamesNaples, Florida, United States
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Matthew Assunto, Aams®
Colleague at Raymond JamesHouston, Texas, United States
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Joseph Celestino
Colleague at Raymond JamesHouston, Texas, United States
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William Shults
Colleague at Raymond JamesCollierville, Tennessee, United States
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RP
Robert Pesce
Colleague at Raymond JamesFort Lauderdale, Florida, United States
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DB
Dennis Briggs, Cfp®, Aif®, Cws®, Pwa
Colleague at Raymond JamesClearwater, Florida, United States
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Gabrielle (Gabby) Hall
Colleague at Raymond JamesGreater Tampa Bay Area, United States
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JB
Joey Bocci, Cfp®
Colleague at Raymond JamesDenver Metropolitan Area, United States
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KC
Kyle Carlson
Colleague at Raymond JamesBoston, Massachusetts, United States
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CC
Cassandra Coleman
Colleague at Raymond JamesSt Petersburg, Florida, United States
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Grace Bernhardt education
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University Of Florida
Frequently asked questions about Grace Bernhardt
Quick answers generated from the profile data available on this page.
What company does Grace Bernhardt work for?
Grace Bernhardt works for Raymond James.
What is Grace Bernhardt's role at Raymond James?
Grace Bernhardt is listed as Director, Charitable Solutions and Advisor Experience at Raymond James.
Where is Grace Bernhardt based?
Grace Bernhardt is based in Tampa, Florida, United States while working with Raymond James.
What companies has Grace Bernhardt worked for?
Grace Bernhardt has worked for Raymond James, Raymond James Investment Management, Raymond James Financial, Inc., and Target.
Who are Grace Bernhardt's colleagues at Raymond James?
Grace Bernhardt's colleagues at Raymond James include Alexandra Hill, Matthew Assunto, Aams®, Joseph Celestino, William Shults, and Robert Pesce.
How can I contact Grace Bernhardt?
You can use AeroLeads to view verified contact signals for Grace Bernhardt at Raymond James, including work email, phone, and LinkedIn data when available.
What schools did Grace Bernhardt attend?
Grace Bernhardt holds Bachelor Of Science, Management from University Of Florida.
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