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Sam Bernardo

Sam Bernardo

Financial Representative

Followers of Sam Bernardo680 followers
location of Sam BernardoColumbus, Ohio, United States

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  • Timeline

  • About me

    VP, Digital Fraud Risk Manager, Asset & Wealth Management

  • Education

    • The Ohio State University Fisher College of Business

      2014 - 2017
      Bachelor of Science in Business Administration Finance 3.526, Cum Laude

      Activities and Societies: Risk Management Assocation, Common Cents Investment Group. Graduated May 7, 2017 with a Bachelor of Science in Business Administration. Finance specialization. Overall 3.526 GPA from the Fisher School of Business.

  • Experience

    • Northwestern Mutual

      May 2015 - Nov 2015
      Financial Representative

    • Corporate One Federal Credit Union

      May 2016 - Jan 2017
      Risk Analyst Intern

    • JPMorgan Chase & Co.

      Aug 2017 - now

      Digital fraud strategy manager developing enterprise-wide fraud strategies in the Private Bank. Digital Fraud Strategy Senior Associate developing enterprise-wide fraud strategies in the Private Bank. Growth Strategy Senior Associate responsible for establishing and implementing a sustainable and scalable brick-and-mortar sales model Growth Strategy Associate responsible for establishing and implementing a sustainable and scalable brick-and-mortar sales model Held three 8-month rotations within the Consumer & Community Banking business:1. CCB Data Analytics2. Consumer Banking Digital Fraud Risk3. Consumer Banking Transformation Office

      • Digital Fraud Risk Manager, Asset & Wealth Management

        Feb 2022 - now

      • Digital Fraud Risk Sr Associate, Asset & Wealth Management

        May 2021 - Jan 2022

      • Growth Strategy Sr Associate, Consumer Banking

        Feb 2021 - May 2021

      • Growth Strategy Associate, Consumer Banking

        Aug 2019 - Jan 2021

      • Analyst, Chase Leadership Development Program

        Aug 2017 - Jul 2019

  • Licenses & Certifications

    • Life, Accident, & Health Insurance License

      State of Ohio
      May 2015

  • Honors & Awards

    • Awarded to Sam Bernardo
      Case Competition Winner Risk Management Association Nov 2016 Our team of three people won a risk management case competition. We had a participant quit the case, so we only had three people while all other groups had four. We were acting as a retail store that had to choose between three different companies' products to sell in our store based on different risk factors such as contractual risk, product liability risk, financial risk, cargo risk, and other risk factors.
    • Awarded to Sam Bernardo
      York Scholarship The Ohio State University Fisher College of Business Jun 2016 One of six Fisher Business School students to receive the York Scholarship for outstanding academic performance in the Autumn 2015 and Spring 2016 semesters.
    • Awarded to Sam Bernardo
      Will-Burt Scholarship The Will-Burt Company May 2014 Awarded a scholarship for exceptional academic performance by The Will-Burt Company
    • Awarded to Sam Bernardo
      Dean's List Kent State University Dean's List in Fall 2013 and Spring 2014 semesters
    • Awarded to Sam Bernardo
      Dean's List The Ohio State University Dean's List in Spring 2015, Spring 2016, and Autumn 2016 semesters.
    • Awarded to Sam Bernardo
      President's List The Ohio State University President's List in Fall 2014 semester for a 4.0 GPA

  • Volunteer Experience

    • Wish Granter

      Issued by Make-A-Wish Ohio, Kentucky & Indiana on Feb 2018
      Make-A-Wish Ohio, Kentucky & IndianaAssociated with Sam Bernardo