Robert H. Berg
Corporate Officer/Principal at Carter Financial Management
Profile
Robert H.
Berg is currently working as the SVP & Director-Corporate Services at Carter Financial Management since 2009.
Previously, he held positions such as Chairman & President at The International Association for Financial Planning, Director at Certified Financial Planner Board of Standards, Inc., Member at Alabama Children's Health System, Inc., President at YMCA of the USA, and President at Little League Baseball, Inc. He obtained an MBA from Northland College in 1989.
Robert H. Berg active positions
Companies | Position | Start |
---|---|---|
Carter Financial Management
Carter Financial Management Miscellaneous Commercial ServicesCommercial Services Carter Financial Management provides financial management services. It offers financial advice, asset management, brokerage, insurance, and trust related services. The firm's customers include high net worth individuals, pensions, retirement funds, foundations and trusts. The company was founded by William E. Carter in 1976 and is headquartered in Dallas, TX. | Corporate Officer/Principal | 1987-12-31 |
Former positions of Robert H. Berg
Companies | Position | End |
---|---|---|
Alabama Children's Health System, Inc.
Alabama Children's Health System, Inc. Hospital/Nursing ManagementHealth Services Alabama Children's Health System, Inc. provides health care services. It operates through Birmingham's Children's Hospital and about 20 medical offices and clinics. The organization also houses the largest burn center in the Southeast, the Regional Poison Control Center and the Southeast Child Safety Institute and is a teaching hospital for the University of Alabama at Birmingham. The company was founded in 1911 and is located in Birmingham, AL. | Corporate Officer/Principal | - |
Little League Baseball, Inc.
Little League Baseball, Inc. Movies/EntertainmentConsumer Services Little League Baseball, Inc. operates and organizes baseball and softball leagues. The firm provides physical facilities and volunteer services. The company was founded by Carl E. Stotz in 1939 and is headquartered in Williamsport, PA. | President | - |
YMCA of the USA
YMCA of the USA Miscellaneous Commercial ServicesCommercial Services YMCA of the USA is a non-profit organization which provides health and social services. The firm offers adventure guides, aquatics, arts, camping, child care, health and fitness, adults, scuba, and sports programs to communities and families in the United States. The company was founded by George Williams in 1844 and is headquartered in Chicago, IL. | President | - |
Certified Financial Planner Board of Standards, Inc.
Certified Financial Planner Board of Standards, Inc. Miscellaneous Commercial ServicesCommercial Services Certified Financial Planner Board of Standards, Inc. is a non-profit organization that grants the Certified Financial Planner? (CFP) certification. CFP professionals offers budgeting, tax management, and financial services. The company was founded in 1985 and is headquartered in Washington, DC. | Director/Board Member | - |
The International Association for Financial Planning | Chairman | - |
Training of Robert H. Berg
Northland College | Masters Business Admin |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
Private companies | 6 |
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Carter Financial Management
Carter Financial Management Miscellaneous Commercial ServicesCommercial Services Carter Financial Management provides financial management services. It offers financial advice, asset management, brokerage, insurance, and trust related services. The firm's customers include high net worth individuals, pensions, retirement funds, foundations and trusts. The company was founded by William E. Carter in 1976 and is headquartered in Dallas, TX. | Commercial Services |
The International Association for Financial Planning | |
YMCA of the USA
YMCA of the USA Miscellaneous Commercial ServicesCommercial Services YMCA of the USA is a non-profit organization which provides health and social services. The firm offers adventure guides, aquatics, arts, camping, child care, health and fitness, adults, scuba, and sports programs to communities and families in the United States. The company was founded by George Williams in 1844 and is headquartered in Chicago, IL. | Commercial Services |
Certified Financial Planner Board of Standards, Inc.
Certified Financial Planner Board of Standards, Inc. Miscellaneous Commercial ServicesCommercial Services Certified Financial Planner Board of Standards, Inc. is a non-profit organization that grants the Certified Financial Planner? (CFP) certification. CFP professionals offers budgeting, tax management, and financial services. The company was founded in 1985 and is headquartered in Washington, DC. | Commercial Services |
Little League Baseball, Inc.
Little League Baseball, Inc. Movies/EntertainmentConsumer Services Little League Baseball, Inc. operates and organizes baseball and softball leagues. The firm provides physical facilities and volunteer services. The company was founded by Carl E. Stotz in 1939 and is headquartered in Williamsport, PA. | Consumer Services |
Alabama Children's Health System, Inc.
Alabama Children's Health System, Inc. Hospital/Nursing ManagementHealth Services Alabama Children's Health System, Inc. provides health care services. It operates through Birmingham's Children's Hospital and about 20 medical offices and clinics. The organization also houses the largest burn center in the Southeast, the Regional Poison Control Center and the Southeast Child Safety Institute and is a teaching hospital for the University of Alabama at Birmingham. The company was founded in 1911 and is located in Birmingham, AL. | Health Services |
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