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 @
- 2015 -2018 College Savings Service Representative @
- 2001 -2014 Team Leader - Transfer of Assets Department @
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
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.
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