Michael Bertani

Michael Bertani Email and Phone Number

Assistant Vice President @ Boston, MA, US
Boston, MA, US
Michael Bertani's Location
Greater Boston, United States
Michael Bertani's Contact Details

Michael Bertani work email

Michael Bertani personal email

n/a
About Michael Bertani

Experienced Assistant Portfolio/Trading Manager with a demonstrated history of working in the financial services industry. Skilled in Asset Management, Mutual Funds, Management, Trading, and Finance. Strong finance professional with a Bachelor's Degree focused in Financial Services, Minor in Architecture from Roger Williams University.

Michael Bertani's Current Company Details
MDT Advisers, a Federated Hermes Company

Mdt Advisers, A Federated Hermes Company

Assistant Vice President
Boston, MA, US
Michael Bertani Work Experience Details
  • Mdt Advisers, A Federated Hermes Company
    Assistant Vice President
    Mdt Advisers, A Federated Hermes Company
    Boston, Ma, Us
  • Federated Mdt Advisers
    Assistant Vice President
    Federated Mdt Advisers Apr 2015 - Present
    Boston, Massachusetts
  • Federated Mdt Advisers
    Assistant Portfolio & Trading Manger
    Federated Mdt Advisers Jan 2013 - Present
  • Federated Mdt Advisers
    Senior Equity Trader
    Federated Mdt Advisers Oct 2008 - Jan 2013
  • Federated Mdt Advisers
    Senior Investment Operations/ New Accounts Specialist
    Federated Mdt Advisers Feb 2006 - Oct 2008
  • Morgan Stanley Wealth Management
    Intern- Financial Planning
    Morgan Stanley Wealth Management May 2005 - Dec 2005
    Collaborated with financial consultants specializing in high net worth clients.Created financial planning proposals for new and existing clients.Evaluated managed client accounts to ensure optimal performance.Prepared specialized reports and monthly performance reviews for client accounts.Researched and reviewed new investment products for clients.
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  • Design Partnership Of Cambridge
    Assistant Office Manager/ Architectural Intern
    Design Partnership Of Cambridge Aug 2000 - May 2004
    Cambridge, Ma
    Technical research and documentation for design and construction projects.Preparation of Architectural Auto Cad design drawings and project specifications.Created presentation and marketing materials for client proposals.Organized and coordinated project bid process and evaluation of bid results.Negotiated vendor/ supplier agreements.Assisted Human Resource/ Benefits Manager in maintaining employee benefits program.
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Michael Bertani Skills

Bloomberg Equities Investments Financial Modeling Fixed Income Portfolio Management Asset Management Asset Allocation Strategic Financial Planning Finance Financial Planning Mutual Funds Trading Management

Michael Bertani Education Details

Frequently Asked Questions about Michael Bertani

What company does Michael Bertani work for?

Michael Bertani works for Mdt Advisers, A Federated Hermes Company

What is Michael Bertani's role at the current company?

Michael Bertani's current role is Assistant Vice President.

What is Michael Bertani's email address?

Michael Bertani's email address is be****@****ors.com

What schools did Michael Bertani attend?

Michael Bertani attended Roger Williams University.

What skills is Michael Bertani known for?

Michael Bertani has skills like Bloomberg, Equities, Investments, Financial Modeling, Fixed Income, Portfolio Management, Asset Management, Asset Allocation, Strategic Financial Planning, Finance, Financial Planning, Mutual Funds.

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