Anne Bernstein, CFP

Anne Bernstein, CFP

Senior Advisor

Anne Bernstein joined GDM after a distinguished and diverse career in sales and marketing.  She began her career in Financial Services as a Field Representative and subsequently became one of the few women agency managers. She later joined the MONY Group in field management and then served in the home office as the national director of Emerging Markets where she specialized in the two pronged approach of attracting and recruiting more women to the field force while expanding the overall market share of women consumers. Later on, Anne joined the prestigious research firm, Roper Starch Worldwide, where she served as senior vice president of Sales and Marketing.  As the voice of Roper Reports, the platinum standard of consumer trends research, she spoke extensively on the critical importance of women consumers for the future of the industry in the changing world.

Anne founded a successful business, Broad Based Marketing, which specialized in helping financial services companies better communicate and close business with women in non-traditional industries. She was a sought-after speaker on the subject of reaching the burgeoning and lucrative segments of women consumers that continue to be grossly undersold. She brought her talents to the non-profit world and later became the associate director of Greater New York Region of State of Israel Bonds, where she led the company’s production with over $50 million in annual bond sales.

Anne brings to the GDM team her experience and expertise in recruiting and retaining, selling and communicating to the highly valuable segments of the Women’s Market.  She is a champion for our Global Diversity University (GDU) training programs.