Brad Bernstein serves as the Director of Securities Lending and Corporate Services: Employee Stock Options - Capital Markets Trading at Ameriprise Financial, where he leverages his extensive expertise in operational management and trading to drive significant revenue growth and operational efficiency. With a robust background...
Brad Bernstein serves as the Director of Securities Lending and Corporate Services: Employee Stock Options - Capital Markets Trading at Ameriprise Financial, where he leverages his extensive expertise in operational management and trading to drive significant revenue growth and operational efficiency. With a robust background in equities, mutual funds, and hedge funds, Brad is adept at navigating the complexities of the financial landscape, ensuring compliance with stringent regulatory standards while delivering exceptional service to both financial advisors and clients.
In his current role, Brad is recognized as a respected thought leader who not only identifies and cultivates new business opportunities but also crafts innovative solutions that enhance organizational performance. His strategic vision was instrumental in the inception and development of American Enterprise Investment Services Incorporated's Stock Lending Department, a key initiative that has positioned the firm as a competitive player in the securities lending market. By integrating multiple operational tasks and fostering collaboration among diverse teams, he ensures that all activities align with the firm’s goals of operational excellence and risk management.
Brad's proficiency in project management and relationship management complements his technical skills, including a deep understanding of Bloomberg and various trading platforms. His commitment to operational integrity and service delivery is evident in his ability to manage real-time operations with a keen focus on security and compliance. As he continues to lead initiatives that drive growth and innovation, Brad Bernstein remains a pivotal figure in shaping the future of capital markets trading at Ameriprise Financial.
