Bernie Clark: EVP and Head of Schwab Advisor Services

In this episode, Nathan and Bernie discuss:

  • How Bernie helps Schwab oversee $1.6 trillion dollars in custody assets.
  • Bernie’s career track in the investment industry.
  • Leadership lessons learned, the role of mentors, and the importance of surrounding yourself with great people.
  • What opportunities Bernie sees for the future.

Key Takeaways:

  • Amassing great teams filled with diversity builds a strong business.
  • Mentors are available at all stages of life.
  • Deal with problems head on. Bad news is best early and in great detail.
  • Don’t limit yourself. Embrace a growth mindset that can lead you to places you could never have imagined.

“It’s the people around us that make us great.” — Bernie Clark

Connect with Bernie Clark:
Website: https://www.aboutschwab.com/leadership/bernard-clark
LinkedIn: @bernie-clark

Connect with Nathan Mersereau:  
Phone: 248-645-1520
Website: www.dayinacanoe.com
Email: nathan.mersereau@planningalt.com
Twitter: @NathanMersereau
LinkedIn: Nathan Mersereau
Address: 36800 Woodward Avenue, Suite 200
Bloomfield Hills, MI 48304

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