Gail Berman

Gail Berman has over 20 years of work experience in various roles within the financial services industry. Their most recent position was as a Sales Operations Specialist at BAI, where they provided trusted information and intelligence to banks and credit unions. Prior to that, they worked at Morningstar as a Sales and Marketing Coordinator, where they facilitated the contract process and prepared sales reports for the investment management team. Gail also held multiple roles at Scudder Investments, including Assistant Vice President and Program Manager, where they managed education and training initiatives for financial professionals.

Gail Berman obtained a Bachelor's degree in Education, specializing in Special Education K-12, from the University of Wisconsin-Madison. Additionally, they obtained a certification in "Confronting Bias: Thriving Across Our Differences" from LinkedIn in September 2020.