Mary Berman

Financial Services Professional at ..

Mary Berman is a dedicated professional with a background in accounting and finance.

She holds a Bachelor of Science (BS) degree in Accounting from Indiana University-Purdue University at Indianapolis.

Mary has gained valuable experience working in various financial roles at reputable organizations.

Currently, she serves as a Client Service Associate at Strategic Wealth Partners (SWP).

Previously, Mary held positions such as Wealth Management Associate at U.S. Bancorp Investments, Inc., Private Client Banker at JPMorgan Chase & Co., Assistant Manager at First Financial Bank, Treasury Management Sales/ Licensed Banker at Huntington National Bank, Personal Banker II at Chase, and Licensed Realtor at FC Tucker Company.

Her diverse work experience has equipped her with a strong skill set in financial services, client relations, wealth management, and banking.

Mary Berman is committed to delivering exceptional service and value to clients through her expertise and knowledge in the finance industry.