Private Wealth Associate
Current
Sep 2024 - Present
AeroLeads people directory · profile
Mia Chaney, Mba Email & Phone Number
Private Wealth Associate
at
Bernstein Private Wealth Management
1 work email found
@thelexicon.org
LinkedIn matched
✓ Verified May 2026
4 data sources
Profile completeness 100%
Current company
Role
Private Wealth Associate
Location
San Luis Obispo, California, United States
Company size
Who is Mia Chaney, Mba? Overview
A concise factual answer block for searchers comparing this professional profile.
Quick answer
Mia Chaney, Mba is listed as Private Wealth Associate at Bernstein Private Wealth Management, a company with 676 employees, based in San Luis Obispo, California, United States. AeroLeads shows a work email signal at thelexicon.org and a matched LinkedIn profile for Mia Chaney, Mba.
Mia Chaney, Mba previously worked as Lead Student Assistant for Student Financial Services at California Polytechnic State University-San Luis Obispo and Admissions and Recruitment Student Assistant at California Polytechnic State University-San Luis Obispo. Mia Chaney, Mba holds Master Of Business Administration - Mba, Business Administration And Management, General from California Polytechnic State University-San Luis Obispo.
Company email context
Email format at Bernstein Private Wealth Management
This section adds company-level context without repeating Mia Chaney, Mba's masked contact details.
{first}@thelexicon.org
86% confidence
AeroLeads found 1 current-domain work email signal for Mia Chaney, Mba. Compare company email patterns before reaching out.
Profile bio
About Mia Chaney, Mba
Mia Chaney, Mba is a Private Wealth Associate at Bernstein Private Wealth Management. She possess expertise in leadership, microsoft powerpoint, microsoft word, data analysis, communication and 12 more skills.
Listed skills include Leadership, Microsoft Powerpoint, Microsoft Word, Data Analysis, and 13 others.
Current workplace
Mia Chaney, Mba's current company
Company context helps verify the profile and gives searchers a useful next step.
Bernstein Private Wealth Management
10 roles
Mia Chaney, Mba work experience
A career timeline built from the work history available for this profile.
Lead Student Assistant For Student Financial Services
- Exercise strong interpersonal communication skills in problem-solving, patience, and de-escalation when assessing customers’ needs through various modalities while upholding organization standards to ensure effective solutions support- Navigate PeopleSoft software to interpret aspects of student financial accounts including charges, payments, and.
Jan 2020 - Jun 2024
Admissions And Recruitment Student Assistant
- Serve as the staff welcoming all campus visitors to Cal Poly in the Welcome Center and provide information on Cal Poly, student experience, directions, emails and phone calls, and customer service- Give 90-minute campus tours during the busy summer months to admitted and prospective students to promote Cal Poly recruitment and admissions-Schedule and.
Jan 2022 - May 2023
Financial Planning And Analysis Associate
Jan 2023 - Dec 2023
Marketing And Business Development Intern
- Monitored and managed the company’s social media platforms through content creation and executing digital campaigns- Executed lead generation and qualifying leads while maintaining key relationships with existing and new accounts- Researched and analyzed data to identify consumer trends and prepare business development plans - Provided subject matter.
May 2023 - Oct 2023
Vice President Of Intellectual Development
Create and promote chapter scholarship program; consult with Chapter Relations and Standards Board regarding members’ academic issues; and compile and promote campus and chapter resources relating to academics.
Dec 2021 - May 2023
Assistant Vice President Of Facility Operations
Supports VP Facility Operations in her duties and tasks to ensure house is organized and in functional order. Oversees repair and maintenance in effect, consistently keeps house organized and stocked, and plans and organizes all house clean ups.
Nov 2020 - Dec 2021
Marketing Communications Intern
- Managed the company’s social media platforms through content creation and executing digital campaigns as well as Google Ads and email campaigns- Conducted reports to track trends, develop SEO recommendations, analyze marketing performance, and present findings - Performed research for potential business clients and initiated contact to promote services.
Jun 2022 - Oct 2022
Communications Intern
May 2022 - Oct 2022
Swim Coach
Facilitated group and individual swim lessons as well as assisted as instructor for summer swim camps.
Jun 2017 - Jun 2019
Team & coworkers
Colleagues at Bernstein Private Wealth Management
Other employees you can reach at bernstein.com. View company contacts for 676 employees →
BM
Brian M. Beneduce, Crps
Colleague at Bernstein Private Wealth Management
Boston, Massachusetts, United States, United States
View →
BB
Brian Becker
Colleague at Bernstein Private Wealth Management
Denver, Colorado, United States, United States
View →
JO
Jennifer Ostberg, Cfp®, Cap®
Colleague at Bernstein Private Wealth Management
Boston, Massachusetts, United States, United States
View →
AB
Andrew Bishop, Cfa, Cepa
Colleague at Bernstein Private Wealth Management
Washington, District Of Columbia, United States, United States
View →
KC
Kelly Clements
Colleague at Bernstein Private Wealth Management
New York City Metropolitan Area, United States
View →
JL
Justin Langs
Colleague at Bernstein Private Wealth Management
San Francisco, California, United States, United States
View →
EH
Emily Hunt, Cfp®
Colleague at Bernstein Private Wealth Management
Sarasota, Florida, United States, United States
View →
BL
Benjamin Lehrhoff
Colleague at Bernstein Private Wealth Management
New York City Metropolitan Area, United States
View →
DA
Daniel Axelrod, Cfp®, Cdfa®
Colleague at Bernstein Private Wealth Management
New York, New York, United States, United States
View →
BH
Bowman Hallagan
Colleague at Bernstein Private Wealth Management
Dallas, Texas, United States, United States
View →
Brian M. Beneduce, Crps
Colleague at Bernstein Private Wealth Management
Boston, Massachusetts, United States, United States
View →
BB
Brian Becker
Colleague at Bernstein Private Wealth Management
Denver, Colorado, United States, United States
View →
JO
Jennifer Ostberg, Cfp®, Cap®
Colleague at Bernstein Private Wealth Management
Boston, Massachusetts, United States, United States
View →
AB
Andrew Bishop, Cfa, Cepa
Colleague at Bernstein Private Wealth Management
Washington, District Of Columbia, United States, United States
View →
KC
Kelly Clements
Colleague at Bernstein Private Wealth Management
New York City Metropolitan Area, United States
View →
JL
Justin Langs
Colleague at Bernstein Private Wealth Management
San Francisco, California, United States, United States
View →
EH
Emily Hunt, Cfp®
Colleague at Bernstein Private Wealth Management
Sarasota, Florida, United States, United States
View →
BL
Benjamin Lehrhoff
Colleague at Bernstein Private Wealth Management
New York City Metropolitan Area, United States
View →
DA
Daniel Axelrod, Cfp®, Cdfa®
Colleague at Bernstein Private Wealth Management
New York, New York, United States, United States
View →
BH
Bowman Hallagan
Colleague at Bernstein Private Wealth Management
Dallas, Texas, United States, United States
View →
3 education records
Mia Chaney, Mba education
Master Of Business Administration - Mba, Business Administration And Management, General
Bachelor Of Arts - Ba, Communication Studies
High School Diploma
Aptos High School
FAQ
Frequently asked questions about Mia Chaney, Mba
Quick answers generated from the profile data available on this page.
What company does Mia Chaney, Mba work for?
Mia Chaney, Mba works for Bernstein Private Wealth Management.
What is Mia Chaney, Mba's role at Bernstein Private Wealth Management?
Mia Chaney, Mba is listed as Private Wealth Associate at Bernstein Private Wealth Management.
What is Mia Chaney, Mba's email address?
AeroLeads has found 1 work email signal at @thelexicon.org for Mia Chaney, Mba at Bernstein Private Wealth Management.
Where is Mia Chaney, Mba based?
Mia Chaney, Mba is based in San Luis Obispo, California, United States while working with Bernstein Private Wealth Management.
What companies has Mia Chaney, Mba worked for?
Mia Chaney, Mba has worked for Bernstein Private Wealth Management, California Polytechnic State University-San Luis Obispo, Altus Wealth Solutions, Ferreira Inc, and Alpha Chi Omega Fraternity, Inc..
Who are Mia Chaney, Mba's colleagues at Bernstein Private Wealth Management?
Mia Chaney, Mba's colleagues at Bernstein Private Wealth Management include Brian M. Beneduce, Crps, Brian Becker, Jennifer Ostberg, Cfp®, Cap®, Andrew Bishop, Cfa, Cepa, and Kelly Clements.
How can I contact Mia Chaney, Mba?
You can use AeroLeads to view verified contact signals for Mia Chaney, Mba at Bernstein Private Wealth Management, including work email, phone, and LinkedIn data when available.
What schools did Mia Chaney, Mba attend?
Mia Chaney, Mba holds Master Of Business Administration - Mba, Business Administration And Management, General from California Polytechnic State University-San Luis Obispo.
What skills is Mia Chaney, Mba known for?
Mia Chaney, Mba is listed with skills including Leadership, Microsoft Powerpoint, Microsoft Word, Data Analysis, Communication, Microsoft Excel, Problem Solving, and Public Speaking.
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