Associate, Internal Client Advisor @ (November 2019 - April 2025)
Analyst, Financial Advisor Services @ (November 2018 - November 2019)
Analyst, Shareholder Services @ (June 2017 - October 2018)
Ross Berger Education
Miami University
Finance
2013-2017
Westfall High School 2009-2013
Ross Berger Skills
Business Writing
CFA Level I
Capital Markets
Client Presentation
Customer Relations
Customer Relationship Management (CRM)
ETFs
Event Planning
Interpersonal Communication
Investment Management
Management
Microsoft Excel
Microsoft Word
PowerPoint
Presentation Skills
Sales
Series 6
Series 63
Series 7
Team Leadership
Ross Berger Summary
Ross Berger, based in Chicago, IL, US, is currently a Vice President, Portfolio Design Specialist at BlackRock. Ross Berger brings experience from previous roles at J.P. Morgan Asset Management. Ross Berger holds a 2013 - 2017 Finance @ Miami University. With a robust skill set that includes Business Writing, CFA Level I, Capital Markets, Client Presentation, Customer Relations and more. Ross Berger has 3 emails and 1 mobile phone numbers on RocketReach.
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