Exaltaret

We are sales and revenue advisory firm that help companies drive growth through inside to outside sales as a service. 

Exaltaret.com

Director of Business Development

Sales Executive

The MFA Companies

Director of Business Strategy

Tiger Group

Senior Analyst

Analyst

Bainco International Investors

State Street

•	Custodial banker that interacts with client personnel for all inquiries about assigned portfolios.
•	Settling institutional loan trades daily.
•	Standard ad hoc projects for internal and external customers.
•	Mid to back office reporting and processing per client specific guidelines.
•	NAV calculation, pricing, monthly closings and rollovers.
•	Working directly with investment managers to gain exposure to different market trends.

Associate

Northwestern Mutual Financial Network

•	Made contacts through networking through a referral system and through social networking to gain leads
•	Once leads and potential contacts were discovered it was my responsibility to call them and set up a meeting 
•	Would then meet with clients alone or with a senior representative that had years of knowledge and experience
•	Studied market trends and made unique and well balanced financial plans for each client through insurance and other types of investments.
•	Accomplishments:
o	“Power of Ten” An award given to interns that distinguishes them as an intern that mad 10 or more financial plans 
o	Top intern in the Providence office of the Wellesley Group

Financial Representative Intern

I bring an integrated, customer focused approach to identifying and aligning the needs of high-growth, entrepreneurial organizations Exaltaret is a strategy and revenue advisory firm that partners with CEOs and management teams to drive value through sales and analytics.

Taplio

Josh Bernard's Linkedin Analytics

Josh Bernard

Want to drive more opportunities from LinkedIn?

Taplio

.css-1jgreyo{background-image:linear-gradient(284deg, rgba(39,43,72,1) 0%, rgba(33,47,183,1) 100%);color:transparent;-webkit-background-clip:text;background-clip:text;}Josh Bernard's Linkedin Analytics

Josh Bernard

Want to drive more opportunities from LinkedIn?

Josh Bernard's Linkedin Analytics