John Bercini

Board of Directors at Grand Traverse Regional Land Conservancy
  • Claim this Profile
Contact Information
us****@****om
(386) 825-5501
Location
Traverse City, Michigan, United States, US
Skills

Topline Score

Topline score feature will be out soon.

Bio

Generated by
Topline AI

You need to have a working account to view this content.
Join now
You need to have a working account to view this content.
Join now

Credentials

  • Series 63 & 65
    -
    Jan, 1993
    - Nov, 2024

Experience

  • Grand Traverse Regional Land Conservancy
    • Renewables & Environment
    • 1 - 100 Employee
    • Board of Directors
      • Jun 2020 - Present

      Board of Directors Board of Directors

  • Board of Trustees, Peninsula Community Library
    • Board of Trustees, Peninsula Community Library
      • Jun 2017 - Present

      I had a small part in the construction of our new Library, funded entirely with private donations.https://www.peninsulacommunitylibrary.org

    • Treasurer
      • May 2017 - Present

  • The Roosevelt Investment Group, LLC
    • United States
    • Investment Management
    • 1 - 100 Employee
    • Senior Vice President
      • Oct 2008 - Dec 2019

      Responsible for marketing SMA to over 3,000 Senior Financial Consultants at major wirehouses including Merrill Lynch, Morgan Stanley, Bank of America Private Bank, UBS and Wells Fargo. Responsible for marketing SMA to over 3,000 Senior Financial Consultants at major wirehouses including Merrill Lynch, Morgan Stanley, Bank of America Private Bank, UBS and Wells Fargo.

  • Eaton Vance
    • United States
    • Investment Management
    • 400 - 500 Employee
    • Vice President
      • Dec 2001 - Oct 2007

      Assisted in the development of the firm's separate account business and helped introduce the Parametric Portfolio Associates Tax Managed Core Portfolio and the Research Affiliates Fundamental Index Portfolio. Assisted in the development of the firm's separate account business and helped introduce the Parametric Portfolio Associates Tax Managed Core Portfolio and the Research Affiliates Fundamental Index Portfolio.

  • Alliance Capital Management
    • Greater Chicago Area
    • Vice President
      • 1999 - 2001

  • Nicholas Applegate
    • Vice President
      • 1993 - 1999

Education

  • Western Michigan University
    Master of Arts, Political Science
    1972 - 1975

Community

You need to have a working account to view this content. Click here to join now