Marc Bertrand, Cfa Email & Phone Number

Chicago, Illinois, United States

Greater Chicago Area

Corporate bond analyst responsible for the fundamental analysis of corporate bond issuers in the aerospace & defense, consumer products, food & beverage, healthcare, pharmaceutical, and retail sectors. The role involved producing thorough original research and generating fundamental and relative value investment recommendations across various investment strategies.

Raleigh, Nc And Montreal, Canada

Credit manager for the telecom division of this defense company. Responsibilities included performing in-depth financial analysis and establishing credit limits on U.S. and foreign companies and overseeing the credit activities of the division’s international subsidiaries. Managed a staff of 5 credit and financial analysts.

Ottawa, Canada Area

EDC provides trade finance solutions to Canadian exporters and their customers. Key responsibilities for this position included performing credit and financial analysis on foreign and domestic companies, recommending/approving credit insurance limits, underwriting short-term credit insurance policies, and issuing performance security guarantees.

Mba, Finance

B.S., Actuarial Science