Walter S. Berman
Walter Berman is responsible for generating measurable improvements to our firm's shareholder value through initiatives that mitigate operational and strategic risk, free up capital, maximize the balance sheet and effectively manage the firm's tax rate. Berman provides the financial community and shareholders with a thorough understanding of Ameriprise Financial business and helps ensure the integrity of data and reporting.
Berman joined American Express, the former parent company of Ameriprise Financial, in 1965 and served until 1996 in various positions including Senior Vice President and Treasurer of American Express Travel Related Services (TRS), Chief Financial Officer of American Express International, Chief Financial Officer of TRS and American Express treasurer.
He left the company in 1996 and held senior financial positions at other major companies, including Treasurer of IBM. He returned to the company in 2001.
Berman serves on the Threadneedle Asset Management Holdings Sarl Board of Directors and is a member of the CFO Roundtable.
He earned a bachelor's degree in accounting from Brooklyn College.
Investment advisory products are made available through Ameriprise Financial Services, Inc., a registered investment advisor.
Ameriprise Financial Services, Inc. Member FINRA and SIPC
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