Ross Berman Location
New York, NY, US
Ross Berman Work
- 2022 - now Vice President, Advanced Planning @ Fidelity Investments
- 2019 - 2022 Director, Wealth Strategist @ UBS Group AG
- 2018 - 2019 Financial Planner @ Goldman Sachs Ayco
- 2016 - 2017 Senior Tax @ Buchbinder Tunick & Company LLP
- 2013 - 2016 Financial Planner and Senior Financial Analyst @ Goldman Sachs Ayco
- 2010 - 2013 Senior Tax Associate @ Rothstein Kass
Ross Berman Education
- Brooklyn Law School
- Binghamton University
- City University of New York-Baruch College
Ross Berman Skills
- Accounting
- Tax
- Income Tax
- Tax Preparation
- Tax Accounting
- Corporate Tax
- Partnership Tax Returns
- Estate Tax Planning
- Tax Planning
- Series 7
Ross Berman Summary
Ross Berman, based in New York, NY, US, is currently a Vice President, Advanced Planning at Fidelity Investments. Ross Berman brings experience from previous roles at UBS, Goldman Sachs Ayco Personal Financial Management and Buchbinder Tunick & Company LLP. Ross Berman holds a Brooklyn Law School. With a robust skill set that includes Accounting, Tax, Income Tax, Tax Preparation, Tax Accounting and more. Ross Berman has 1 emails and 1 mobile phone numbers on RocketReach.
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