Joellen Ross Email & Phone Number
Partner @ BanyanGlobal Family Business Advisors
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Joellen Ross Location
- Windermere, FL, US
Joellen Ross Work
- Partner @ (January 2014 - Present)
- Director Of Taxes @ Banyan Family Business Consulting, LLC (January 2020 - Present)
- Tax and Financial Consultant @ (June 2013 - December 2013)
- Chief Fiduciary Operating Officer @ GenSpring Family Offices (April 2010 - May 2013)
- Senior Partner @ GenSpring Family Offices (April 2004 - March 2010)
- Tax Consultant @ (March 2001 - April 2004)
- Partner @ Andersen (August 1978 - July 1998)
Joellen Ross Education
- Michigan State University
Bachelor of Arts (B.A.) (Accounting)
1975-1978 - Ottawa Hills High 1974-1978
- Leadership Orlando
Joellen Ross Skills
- High Net Worth Individuals
- Portfolio Management
- Project Planning
- Management
- Tax
- Estate Planning
- Investment Advisory
- Wealth Management Services
- Wealth
- Finance
- Alternative Investments
- Mergers & Acquisitions
- Investments
- Asset Management
- Private Equity
- Hedge Funds
- Asset Allocation
- Oncology
- Radiation
- Mergers and Acquisitions
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 mobile phone numbers on RocketReach.
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Joellen Ross
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