1. DAVID A. BERNER
8947 Union Pier Road
Union Pier, MI 49129
Phone: (630) 272-2201
Email: dberner65@gmail.com
SUMMARY:
Extensive business experience in the managementand administration ofday-to-day operations oflarge investment
managementfirms. Experience is broad in scope,and includes audittrails,balancing inventory, customer services and
accountreconciliation. Currentlytransitioning to a new career change and looking for the opportunity for growth potential
within an exciting companythat continues to expand their business base.
PROFESSIONAL EXPERIENCE:
MICHIGAN DEPARTMENT OF TRANSPORTATION, New Buffalo, MI …………………..………….. May 2008 – Current
Maintenance
BERNER LAWN CARE & CO., Darien,IL ……………………………………………….………………. Mar. 2005 – Sept. 2010
Owner/Operator
Started and maintained a part time lawn care business from the ground up.Developed a business plan which included
financial and market analysis,marketing,promotion and accounting requirements.
McMASTER-CARR, Elmhurst,IL…………………………………………………………………………… Dec. 2003 – Jan. 2005
Package handler and inventory controller for warehouse expansion project.
COLUMBIA MANAGEMENT GROUP, Chicago,IL …………………………...…………………………. Feb. 2000 – Aug.2003
Business Systems Analyst, ITG
Conducted analysis ofclientbusiness processes and functional requirements and prepared appropriate documentation to
communicate and validate the information. Supported critical overnightbatch processing ofLongview and Landmark for
the Equity and Fixed Income trading and the operations departments before markets opening. Responsible for day-to-day
supportof various trading systems for traders and portfolio managers across multiple cities. Assessed system
programming requests and worked with clients to develop business and functional requirements. Identified and evaluated
system and production problems and propose solutions. Assisted in the implementation ofsystem changes and provided
documentation and training for clients. Responsible for testing system changes.
VAN KAMPEN FUNDS, Oakbrook Terrace, IL …………………………………………………………. Apr. 1996 – Sept. 1999
Precious Metals Trader
Responsible for trade negotiations,execution and marketing ofthe Precious Metals Program to broker/dealers nationwide.
Accountable for SEC compliance and inventoryreporting valued in excess of $45 million. Provided professional staff
supportto senior managementin recentmerger.Maintained inventory of approved marketing material ofthe Precious
Metals Program.
2. VAN KAMPEN AMERICAN CAPITAL, Oakbrook Terrace, IL …………………………………………. Jul. 1993 – Apr. 1996
Investor Services Representative
Analyzed, researched and responded to broker/dealer and shareholder inquiries ofclosed-end funds,mutual funds policies
and transfer agent procedures.Evaluated and took corrective action with the transfer agent distribution system and
managementto remedyproblems. Provided broker/dealers and shareholders with accurate,timelyproduct and account
information. Assumed supervisoryduties ofthe RetirementPlans Administration and the quarterlyPrime Rate Income
Trust tender offers.
SEARS ROEBUCK & CO., Iowa City, IA ………………………………………………….…………….. Oct. 1986 – May 1993
Senior Visual Marketing Assistant
Supervised and trained staff in store displays and maintenance.Purchased displayand maintenance supplies from local
vendors to complete projects.Assisted in coordinating and executing store remodels and in-store merchandise displays.·
Participated in developing safety education programs in compliance with OSHA regulations in modification offire
extinguishers,forklifts and other store fixtures. Sales Set up and maintained a customer base to sell paintto apartment
complexes in a mobile college community.Included contact with large landlords on a continuous basis.On -site resolution
of customer complaints and retail sales.
PROFESSIONAL DESIGNATIONS:
NASD Series 6, 7 & 63 Securities License (currentlyinactive)
COMPUTER EXPERIENCE:
Operating systems:Windows 95 - XP & DOS · Language:MicrosoftSQL 6.5/7.0/2000 ·
Software: SQL Enterprise Manager, Argent Job Scheduler & Crystal Reports
Financial:Longview 2000,Landmark 2.3.5,Reuters,Bloomberg,Thomson Oasys,Thomson Trade Route,Lattice Trading
System & CMS Bondedge
EDUCATION:
UNIVERSITY OF IOWA, BA – Sociology, Business Administration concentration