Joellen Ross Location
Windermere, FL, US
Joellen Ross Work
- 2014 - now Partner @ BanyanGlobal Family Business Advisors
- 2020 - now Director Of Taxes @ Banyan Family Business Consulting, LLC
- 2013 - 2013 Tax and Financial Consultant @ Greenberg Traurig, LLP
- 2010 - 2013 Chief Fiduciary Operating Officer @ GenSpring Family Offices
- 2004 - 2010 Senior Partner @ GenSpring Family Offices
- 2001 - 2004 Tax Consultant @ Greenberg Traurig, LLP
- 1978 - 1998 Partner @ Andersen
Joellen Ross Education
- Michigan State University
Bachelor of Arts (B.A.) (Accounting)
1975 - 1978 - Ottawa Hills High1974 - 1978
- Leadership Orlando
Joellen Ross Skills
- High Net Worth Individuals
- Portfolio Management
- Project Planning
- Management
- Tax
- Estate Planning
- Investment Advisory
- Wealth Management Services
- Wealth
- Finance
Joellen Ross Summary
Joellen Ross, based in Windermere, FL, US, is currently a Partner at Banyan Family Business Advisors. Joellen Ross brings experience from previous roles at Banyan Family Business Consulting, LLC, Greenberg Traurig, LLP and GenSpring Family Offices. Joellen Ross holds a 1975 - 1978 Bachelor of Arts (B.A.) in Accounting @ Michigan State University. With a robust skill set that includes High Net Worth Individuals, Portfolio Management, Project Planning, Management, Tax and more. Joellen Ross has 1 emails and 1 mobile phone numbers on RocketReach.
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Joellen Ross
Partner at Banyan Family Business Advisors
Windermere, FL, US13
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