Sherry Berkowitz
Keine laufenden Positionen mehr
Profil
Sherry Berkowitz worked as a Manager-Advisory Services at NEXT Financial Group, Inc. and as a Manager-Client Services at Partnervest Financial Group LLC.
She received undergraduate degrees from Baylor University, Kaplan University, and the University of California.
Ehemalige bekannte Positionen von Sherry Berkowitz
| Unternehmen | Position | Ende |
|---|---|---|
NEXT Financial Group, Inc.
 NEXT Financial Group, Inc. Investment ManagersFinance NEXT Financial Group, Inc. (NEXT) is a SEC-registered investment advisor headquartered in Houston, Texas. The firm was founded by David Holtz and Gordon D'Angelo in 1999. They are a wholly owned subsidiary of NEXT Financial Holdings, Inc., ultimately owned by Atria Wealth Solutions, Inc. NEXT, through their Independent Advisor Representatives (IARs), offers investment advisory services to individuals, high net-worth individuals, pension and profit-sharing plans, charitable organizations, and corporations or other businesses. | Corporate Officer/Principal | - |
Partnervest Financial Group LLC
 Partnervest Financial Group LLC Financial ConglomeratesFinance Partnervest Financial Group LLC provides financial services platform including wealth management, traditional investment management and true alternative investments services. Its services include advisor services, practice management, and investor services. The company was founded by Kenneth R. Hyman in 2001 and is headquartered in Santa Barbara, CA. | Corporate Officer/Principal | - |
Ausbildung von Sherry Berkowitz
| Baylor University | Undergraduate Degree |
| Kaplan University | Undergraduate Degree |
| University of California | Undergraduate Degree |
Erfahrungen
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Unternehmensverbindungen
| Private Unternehmen | 2 |
|---|---|
NEXT Financial Group, Inc.
NEXT Financial Group, Inc. Investment ManagersFinance NEXT Financial Group, Inc. (NEXT) is a SEC-registered investment advisor headquartered in Houston, Texas. The firm was founded by David Holtz and Gordon D'Angelo in 1999. They are a wholly owned subsidiary of NEXT Financial Holdings, Inc., ultimately owned by Atria Wealth Solutions, Inc. NEXT, through their Independent Advisor Representatives (IARs), offers investment advisory services to individuals, high net-worth individuals, pension and profit-sharing plans, charitable organizations, and corporations or other businesses. | Finance |
Partnervest Financial Group LLC
Partnervest Financial Group LLC Financial ConglomeratesFinance Partnervest Financial Group LLC provides financial services platform including wealth management, traditional investment management and true alternative investments services. Its services include advisor services, practice management, and investor services. The company was founded by Kenneth R. Hyman in 2001 and is headquartered in Santa Barbara, CA. | Finance |
