Summary
Overview
Work History
Education
Skills
Accomplishments
Timeline
Generic

Joseph Bernier

Charlotte

Summary

Finance professional with extensive experience in real estate, investment analysis, and operations leadership seeking to leverage analytical, strategic, and project execution skills in a challenging financial planning and analysis role.

Overview

9
9
years of professional experience

Work History

Chief Operations Officer

PEG Comfort
07.2023 - Current
  • Spearheaded patent and trademark process for a new medical device, coordinating directly with legal counsel.
  • Identified and selected manufacturing partners aligned with company quality and production standards.
  • Developed and implemented new sales procedures, resulting in improved team efficiency, and a measurable increase in monthly revenue.
  • Researched insurance company approval procedures for product reimbursement and coverage.

Senior Acquisition & Sales Associate

NetWorth Realty
10.2021 - 08.2024
  • Sourced, analyzed, and negotiated purchase contracts for distressed real estate investment properties.
  • Created rehab plans and budgets to guide profitable investment strategies.
  • Managed transactions from acquisition to closing, liaising with contractors, clients, and attorneys.
  • Closed over $12 million in real estate transactions in 2023.


Associate Security & Derivative Analyst - Team Lead

Citigroup Bank
10.2016 - 10.2021
  • Managed allocations, collateral movements, and settlements for ~$50 billion in tri-party repo market trades.
  • Calculated initial margin and collateral needs across multiple platforms.
  • Facilitated resolution of trade discrepancies and ensured accurate settlement.
  • Designed and implemented cost-saving process improvements.
  • Coordinated with trading and funding desks to verify capital sufficiency.

Education

Bachelor of Science - Finance

University of South Florida
Tampa
05-2016

Skills

  • - Asset management and real estate analysis
  • - Project execution and leadership
  • - Strong critical thinking and communication
  • - Deadline-driven and detail-oriented

Accomplishments

"Top Gun" Award Recipient - Top 20 Company Wide in Acquisition/Sales Revenue

“Works as a Partner” Award Recipient

Timeline

Chief Operations Officer

PEG Comfort
07.2023 - Current

Senior Acquisition & Sales Associate

NetWorth Realty
10.2021 - 08.2024

Associate Security & Derivative Analyst - Team Lead

Citigroup Bank
10.2016 - 10.2021

Bachelor of Science - Finance

University of South Florida

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Joseph Bernier