Kar Bard
Gestore di Portafoglio-Azioni presso Merrill Lynch, Pierce, Fenner & Smith, Inc. (Invt Mgmt)
Profilo
Ms. Karen M.
Bard is a First Vice President & Wealth Management Advisor at Merrill Lynch, Pierce, Fenner & Smith, Inc. Her focus in the group is Investment and Wealth Management.
Ms. Bard was employed as a Vice President & Wealth Management Advisor by Merrill Lynch Private Client Group.
She attained her Bachelor’s degree from Colorado State University.
In 2000, she achieved her Certified Financial Planner certification awarded by the Certified Financial Planner Board of Standards, Inc. In 2010, she earned the Certified Investment Management Analyst designation.
She is also a Certified Private Wealth Advisor.
Posizioni attive di Kar Bard
Società | Posizione | Inizio |
---|---|---|
Merrill Lynch, Pierce, Fenner & Smith, Inc. (Invt Mgmt)
Merrill Lynch, Pierce, Fenner & Smith, Inc. (Invt Mgmt) Investment ManagersFinance Merrill Lynch, Pierce, Fenner & Smith, Inc. (MLPFS) is a global investment banking firm, SEC-registered investment advisor, broker-dealer, and futures commission merchant headquartered in New York City. The firm is a subsidiary of BAC North America Holding Co., ultimately held by Bank of America Corp. (NYSE: BAC). MLPFS provide investment advisory services to individuals, trusts, estates, charitable organizations, banks, insurance companies, thrift institutions, pension and profit-sharing plans, corporations and other types of business. | Gestore di Portafoglio-Azioni | 01/03/1986 |
Precedenti posizioni note di Kar Bard
Società | Posizione | Fine |
---|---|---|
Merrill Lynch Private Client Group
Merrill Lynch Private Client Group Investment ManagersFinance Merrill Lynch Private Client Group is a subsidiary of BlackRock, Inc. (NYSE: BLK). The firm is headquartered in Pennington, New Jersey. | Gestore di Portafoglio-Azioni | 29/09/2006 |
Formazione di Kar Bard
Colorado State University | Undergraduate Degree |
Esperienze
Posizioni ricoperte
Relazioni
Relazioni di 1° grado
Aziende connesse in 1º grado
Uomo
Donna
Amministratori
Dirigenti
Società collegate
Aziende private | 2 |
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Merrill Lynch Private Client Group
Merrill Lynch Private Client Group Investment ManagersFinance Merrill Lynch Private Client Group is a subsidiary of BlackRock, Inc. (NYSE: BLK). The firm is headquartered in Pennington, New Jersey. | Finance |
Merrill Lynch, Pierce, Fenner & Smith, Inc. (Invt Mgmt)
Merrill Lynch, Pierce, Fenner & Smith, Inc. (Invt Mgmt) Investment ManagersFinance Merrill Lynch, Pierce, Fenner & Smith, Inc. (MLPFS) is a global investment banking firm, SEC-registered investment advisor, broker-dealer, and futures commission merchant headquartered in New York City. The firm is a subsidiary of BAC North America Holding Co., ultimately held by Bank of America Corp. (NYSE: BAC). MLPFS provide investment advisory services to individuals, trusts, estates, charitable organizations, banks, insurance companies, thrift institutions, pension and profit-sharing plans, corporations and other types of business. | Finance |
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