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MEMBER PROFILE

 

Brian Beneduce

Bernstein Private Wealth Management

 

Member profile details

Membership level
Greater Boston Emerging Professional - Original
First name
Brian
Second name/initial
M
Last name
Beneduce
Title
VP, Client Advisor
Company
Bernstein Private Wealth Management
 

CONTACT INFORMATION

City
Boston
State
Massachusetts
 

PROFILE INFORMATION

Call me when
a business owner inquires about cash management, retirement plan advisory, and transaction planning
Profession
  • Wealth Manager
Functional Expertise
  • Business development
  • Business growth
  • Capital markets
  • Cash flow enhancements
  • Cash management
  • Charitable giving
  • Employee benefits
  • Employee engagement/ retention
  • Entrepreneurship
  • Estate planning
  • Exit/Transition Planning
  • Fiduciary
  • Investments
  • Mergers
  • Philanthropy
  • Retirement
  • Sell side/Divestiture
  • Strategic planning
  • Transaction advisory
Client Industry(ies)
  • Business Services
  • Computer/Electronics
  • Consumer Services
  • Energy/Utilities
  • Financial Services
  • Health/Pharma/Biotech
  • Manufacturing
  • Media and Entertainment
  • Non-profit
  • Real Estate/Construction
  • Retail
  • Software/Internet
  • Transportation/Storage
  • Travel/Recreation/Leisure
Professional Certification(s)
CRPS
In Business Since
2018
How to contact
Brian.Beneduce@Bernstein.com / 617.788.3727
LinkedIn profile link
linkedin.com/in/brian-beneduce
Business Focus
Employee Benefit Plan Advisory, Business Owners, Transaction Planning, Divorce
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