Mary Berman

Client Service Associate at Strategic Wealth Partners (SWP)
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Contact Information
us****@****om
(386) 825-5501
Location
Greater Chicago Area

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Bio

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Experience

  • Strategic Wealth Partners (SWP)
    • United States
    • Financial Services
    • 1 - 100 Employee
    • Client Service Associate
      • May 2019 - Present
  • U.S. Bancorp Investments, Inc.
    • United States
    • Financial Services
    • 400 - 500 Employee
    • Wealth Management Associate
      • Dec 2018 - May 2019
  • JPMorgan Chase & Co.
    • United States
    • Financial Services
    • 700 & Above Employee
    • Private Client Banker
      • Oct 2014 - Nov 2018
  • First Financial Bank
    • United States
    • Financial Services
    • 1 - 100 Employee
    • Assistant Manager
      • Feb 2014 - Oct 2014

      Professional Banking, Consultant Specializing in Consumer and Business Banking Products and Portfolio's Professional Banking, Consultant Specializing in Consumer and Business Banking Products and Portfolio's

  • Huntington National Bank
    • United States
    • Banking
    • 700 & Above Employee
    • Treasury Management Sales/ Licensed Banker
      • Feb 2010 - Jan 2014
  • Chase
    • Netherlands
    • IT Services and IT Consulting
    • Personal Banker II
      • Dec 2007 - Feb 2010
  • FC Tucker Company
    • United States
    • Real Estate
    • Licensed Realtor
      • 2003 - 2007

Education

  • Indiana University-Purdue University at Indianapolis
    Bachelor of Science (BS), Accounting

Community

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