Mia Van Bergh has extensive work experience in the finance industry. Mia is currently the Director of Partnerships at Nomad Data, a position they have held since June 2022. Prior to that, they worked as a Client Strategist at BNY Mellon Wealth Management from January 2019 to June 2022. In 2018, they had a role in Wealth Planning at UBS from August 2018 to January 2019. Before that, they worked in Retirement Plan Services at Beacon Pointe from February 2017 to August 2018. Mia started their career as an External Auditor at Deloitte from September 2015 to February 2017.
Mia Van Bergh has a Bachelor's degree in Accounting from the University of Arizona - Eller College of Management. Mia also attended Newport Harbor High School, but it is not specified whether they obtained a degree or pursued a field of study there. In addition to their formal education, they have obtained several certifications. In October 2018, they obtained the Series 66 certification from FINRA, followed by the Series 7 certification in September 2018. In February 2019, Mia obtained the Insurance Broker certification in Accident, Health, and Life from the California Department of Insurance. Mia also obtained the Accredited Investment Fiduciary certification from Fi360 in the same month and year.
Sign up to view 0 direct reports
Get started
This person is not in any teams