Summary
Overview
Work History
Education
Skills
Timeline
Generic

BRIDGET BERNHOFT

Livermore,CA

Summary

Dynamic professional with extensive experience at AssetMark, specializing in problem-solving and team collaboration. Proven ability to manage high-value client relationships while enhancing advisor satisfaction. Expertise in patient assessment and vital signs monitoring, demonstrating critical thinking in high-pressure environments. Committed to continuous growth and delivering exceptional results.

Overview

26
26
years of professional experience

Work History

Emergency Medical Technician

NorCal Ambulance
Dublin, CA
08.2023 - Current

Drove ambulances to transfer patients to hospitals or healthcare facilities.

  • Monitored and maintained patient vital signs during transport for safety.
  • Communicated with dispatchers and hospital personnel to coordinate logistics.
  • Positioned patients effectively in preparation for treatment and transport.
  • Trained new hires by providing insights into job duties and performance assessment.
  • Developed strong rapport with medical professionals to enhance patient care.
  • Reviewed inventory levels and restocked ambulances prior to service shifts.
  • Provided emotional support and comfort to patients throughout transport.

Advisor Services Specialist

EQIS Capital
San Rafael, CA
07.2021 - 02.2023
  • Work on a team of four to help Independent Financial Advisors across the US use the EQIS TAMP Platform.
  • Have participated in several projects collaborating with other departments for an upcoming rollout of a new platform.
  • Assist Financial Advisors and their Assistants to resolve client-related issues and to utilize the EQIS platform as efficiently as possible.
  • Actively participate and use company training resources to help me to continue to grow in my role.

Optical Customer Service Associate 3

Wiley X
Livermore, CA
08.2020 - 07.2021
  • Worked with two of the top Sales Representatives to manage their network of optical sales dealers across the US.
  • Promoted from OCS Representative 1 to OCS Representative 3 within six months of employment. Held a supervisory role with the rest of the Optical Customer Service Team.
  • Reviewed and approved web orders sent to Wiley X.
  • Worked in a team environment with fellow OCS Representatives as well as Sales Reps to meet department sales goals.
  • Utilized company-provided resources as well as the experience of coworkers to gain knowledge about the Optical industry to grow in my role.

Barista

Starbucks
Danville, CA
02.2020 - 08.2020
  • Work in a team environment to promote the culture, value, and missions of Starbucks.
  • Greets and connects with customers, takes orders, maintains and cleans the store.
  • Utilizes the resources provided to continue to learn about the coffee industry and use this Learning to grow in my role as well as educate customers.

Crew Member

Trader Joes
Danville, CA
01.2016 - 08.2017
  • Worked as a team member performing cashier duties, stocking shelves, providing product assistance and performing cleaning duties.
  • Managed quality communication, customer support and product representation for each client.
  • Embraced and thrived on the teamwork necessary to help the store meet the ultimate goal of making it a fun and welcome environment for customers to want to shop in.

Sales Floor Associate

Golfsmith International
Pleasant Hill, CA
04.2015 - 01.2016
  • Provided customers with exceptional care and attention.
  • Prioritized and accomplished a wide range of tasks each shift.
  • Worked collaboratively in team environment to meet the goals of the store.

Family Nanny

Independent Contractor
Walnut Creek, CA
07.2009 - 04.2015
  • Full-time nanny for my brother's family.

Gold Team Relationship Manager

AssetMark
Pleasant Hill, CA
03.2006 - 07.2009
  • Managed approximately 20 Gold Top-Tier Advisor offices with approximately $850 million of the $11 billion in Assets Under Management at AssetMark.
  • Turned several growing yet challenged and unhappy Gold Advisor offices into very positive experiences for the Advisors who then continued to increase the business that they did with AssetMark.
  • Actively participated in the ongoing training of Gold Advisors and their Sales Assistants that utilized the AssetMark Investment Program.

Financial Advisor

Morgan Stanley
Concord, CA
10.1999 - 03.2005
  • Designed, prepared, and presented customized financial plans for individuals with emphasis on goal analysis, risk tolerance, and specific asset allocation recommendations.
  • Worked in a team environment with another Financial Advisor and managed over $125 million in assets.
  • Responsible for training and ongoing mentoring of our Sales Assistant as well as newly hired Financial Advisors.
  • Actively participated in ongoing continuing education and training opportunities to further my investment knowledge.

Education

Emergency Medical Technician -

American Health Education
Dublin, CA
01.2019

Bachelor of Arts - Criminal Justice

University of St. Thomas
Saint Paul, MN
01.1993

Skills

  • Problem-solving aptitude
  • Attention to detail
  • Communication and interpersonal skills
  • Team collaboration
  • Multi-tasking ability
  • Motivation and inspiration
  • Patient care
  • Vital signs assessment and monitoring
  • Critical thinking
  • Emergency vehicle operation
  • Reporting and documentation
  • Empathy and compassion

Timeline

Emergency Medical Technician

NorCal Ambulance
08.2023 - Current

Advisor Services Specialist

EQIS Capital
07.2021 - 02.2023

Optical Customer Service Associate 3

Wiley X
08.2020 - 07.2021

Barista

Starbucks
02.2020 - 08.2020

Crew Member

Trader Joes
01.2016 - 08.2017

Sales Floor Associate

Golfsmith International
04.2015 - 01.2016

Family Nanny

Independent Contractor
07.2009 - 04.2015

Gold Team Relationship Manager

AssetMark
03.2006 - 07.2009

Financial Advisor

Morgan Stanley
10.1999 - 03.2005

Emergency Medical Technician -

American Health Education

Bachelor of Arts - Criminal Justice

University of St. Thomas