Bill Berman Location
- Cincinnati, OH, US
Bill Berman Work
- 2014 - now Branch Manager @
- 1990 - 2006 V and P Investments @
- 1987 - 1990 Register Representative @ Dean Witter Reynolds Securities
Bill Berman Education
- ALMEDA UNIVERSITY
Master's degree
2005 - 2006 - ALMEDA UNIVERSITY
Bachelor's degree (Accounting and Business/Management)
2003 - 2005 - University of Cincinnati
(Accounting)
1966 - 1970
Bill Berman Skills
- Loans
- Financial Services
- Series 63
- Retail Banking
- Financial Analysis
- Equities
- FINRA
- Securities
- Investments
- Retirement Planning
- Investment Advisory
- Credit
- Wealth Management
- Strategic Financial Planning
- Series 7
- Asset Management
- Portfolio Management
- Trading
- Mutual Funds
- Alternative Investments
- Mortgage Lending
- Financial Advisory
- Risk Management
- Investment Banking
- Insurance
Bill Berman Summary
- Bill Berman, based in Cincinnati, OH, US, is currently a Branch Manager at Arque Capital. Bill Berman brings experience from previous roles at Orgill Singer & Associates and Dean Witter Reynolds Securities. Bill Berman holds a 2005 - 2006 Master's degree @ ALMEDA UNIVERSITY. With a robust skill set that includes Loans, Financial Services, Series 63, Retail Banking, Financial Analysis and more. Bill Berman has 2 emails and 1 mobile phone numbers on RocketReach.
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