EB

Edward Bertellotti

Head Of Risk & Internal Controls at Wealthfront

Edward Bertellotti has a diverse work experience spanning over two decades. Edward is currently serving as the Head of Risk & Internal Controls at Wealthfront since September 2021. Prior to this, they worked at KPMG US for eight years, where they held the position of Director - Advisory Services from February 2013 to September 2021.

Before joining KPMG US, Edward worked at KBW as a Senior Auditor from September 2009 to February 2013. During their time at KBW, they were responsible for coordinating, implementing, and overseeing the firm's adherence to SOX 404 on a global basis, collaborating with senior management to research and document business and IT processes, executing independent testing of compliance with USAPA/BSA/OFAC regulations, and conducting process reviews to ensure adherence to rules and regulations. Edward also worked as a Risk Management Intern at KBW for three months in 2009 and another three months in 2008.

Edward's earliest work experience was at Bethpage State Park, where they worked as a Caddy for the Black Course from April 2001 to September 2007.

Edward Bertellotti completed their high school education at Chaminade High School from 2001 to 2005, earning a High School Diploma. Edward then pursued higher education at Villanova University from 2005 to 2009, where they obtained a Bachelor's degree in Accounting & Finance.

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Timeline

  • Head Of Risk & Internal Controls

    September, 2021 - present

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