Dan Berman Email & Phone Number

Senior Client Service Associate @ Altara Wealth

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Dan Berman Location

Holliston, MA, US

Dan Berman Work

2018 - now Senior Client Service Associate @ Altara Wealth
2015 - 2018 College Savings Service Representative @ Ascensus
2001 - 2014 Team Leader - Transfer of Assets Department @ Commonwealth Financial Network

Dan Berman Education

University of Massachusetts, Amherst
Bachelor's Degree (Business Administration and Management, General)
1991 - 1995

Dan Berman Skills

Management
Customer Service
Microsoft Office

Financial Services
Leadership
Investments
Project Management
Research
Program Management
Mutual Funds

see less

Dan Berman Summary

Dan Berman, based in Holliston, MA, US, is currently a Senior Client Service Associate at Boston Wealth Strategies. Dan Berman brings experience from previous roles at Ascensus and Commonwealth Financial Network. Dan Berman holds a 1991 - 1995 Bachelor's Degree in Business Administration and Management, General @ University of Massachusetts, Amherst. With a robust skill set that includes Management, Customer Service, Microsoft Office, Financial Services, Leadership and more. Dan Berman has 2 emails and 2 mobile phone numbers on RocketReach.

Dan Berman Emails

Found 2 emails

Dan Berman Phone Numbers

Found 5 phone numbers

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