Joellen Ross's Location
Windermere, FL, US
Joellen Ross's Work
- Partner @ BanyanGlobal Family Business Advisors
- Director Of Taxes @ Banyan Family Business Consulting, LLC
- Tax and Financial Consultant @ Greenberg Traurig, LLP
- Chief Fiduciary Operating Officer @ GenSpring - SunTrust Private Wealth
- Senior Partner @ GenSpring - SunTrust Private Wealth
- Tax Consultant @ Greenberg Traurig, LLP
- Partner @ Andersen
Joellen Ross's Education
- Michigan State University
Bachelor of Arts (B.A.) (Accounting)
1975 - 1978 - Ottawa Hills High1974 - 1978
- Leadership Orlando
Joellen Ross's Skills
- High Net Worth Individuals
- Portfolio Management
- Project Planning
- Management
- Tax
- Estate Planning
- Investment Advisory
- Wealth Management Services
- Wealth
- Finance
Joellen Ross's Summary
Joellen Ross, based in Windermere, FL, US, is currently a Partner at Banyan Family Business Advisors, bringing 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 contributes valuable insights to the industry. Joellen Ross has 2 emails on RocketReach.
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