Bernadette joined Raymond James in January 2010 as the Branch Operations Manager for the Center City Philadelphia office.
She joined our team in December 2012 as a registered sales assistant.
Bernadette began her career in 1991 with Pennsylvania Merchant Group LTD, a unique boutique investment banking firm in West Conshohocken, PA in the operations area. She remained at PMG until it closed in December 2002 performing many different roles during her time there, including Syndicate Coordinator, Equity Trader, Registered Sales Assistant and ending with Operations Manager.
In January 2003 she joined Philadelphia Brokerage Corporation, a boutique investment banking firm in Randor, PA as the Director of Operations. During her 5 year tenure she played a key role with the investment banking department, raising over $300 million for various companies in both equity and fixed income offerings.
She holds Series 4,7,9,10,24 & 63.
Bernadette is a lifelong resident of Havertown Pa. In her spare time she enjoys spending time with family and friends and is an avid fan of the Philadelphia Phillies and Eagles.