Bernadette Geis

Bernadette Geis

Asset and Wealth Management Trust Solutions Leader, PwC US

As leader and client service partner in our Asset and Wealth Management practice, I focus on clients and service teams — both critical to capital markets — to navigate progress and change.

I embrace challenges and recognize that there are always areas where we and our clients can improve or evolve. Bringing creative solutions and being unafraid to express a point of view enables me to support our clients’ and our teams’ strategic agendas.

As a member of PwC’s US Board of Partners I help guide the firm through challenges or change — for our clients, our people and our future.

I’m passionate about driving financial literacy in the US, as it is the root of many issues. My family and I enjoy exploring countries and cultures off the beaten path — we’re happiest in places with no Wi-Fi.

Experience

  • Audit and assurance
  • Financial reporting and accounting
  • Diversity and inclusion
  • Asset and Wealth Management
  • Board governance