If you need more lookups,
subscriptions start at $34 USD/month.
Joellen Ross Location
Windermere, FL, US
Joellen Ross Work
2014 -now Partner @
2020 -now Director Of Taxes @ Banyan Family Business Consulting, LLC
2013 -2013 Tax and Financial Consultant @
2010 -2013 Chief Fiduciary Operating Officer @ GenSpring Family Offices
2004 -2010 Senior Partner @ GenSpring Family Offices
2001 -2004 Tax Consultant @
1978 -1998 Partner @ Andersen
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.
Looking for a different Joellen Ross?
Find contact details for 700 million professionals.