Ross Berman Email & Phone Number
Vice President, Advanced Planning @ Fidelity Investments
5 free lookup(s). No credit card required.
If you need more lookups,
subscriptions start at $34 USD/month.
Ross Berman Location
- New York, NY, US
Ross Berman Work
- Vice President, Advanced Planning @ (November 2022 - Present)
- Director, Wealth Strategist @ (November 2019 - October 2022)
- Financial Planner @ (March 2018 - November 2019)
- Senior Tax @ (July 2016 - June 2017)
- Financial Planner and Senior Financial Analyst @ (April 2013 - July 2016)
- Senior Tax Associate @ (November 2010 - April 2013)
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
- Series 66
- Financial Planning
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.
Looking for a different Ross Berman?
Find contact details for 700 million professionals.
Others Named Ross Berman
Top Fidelity Investments Employees
Keith Dennelly
CIO Asset Management
Boston, MA, US
Eric Emerson
CIO - Brokerage Recordkeeping Technology
Boston, MA, US
G2 Crowd Trusted
300K+ Plugin Users
© 2026 RocketReach.co