Neal J Berkowitz Cpa, Cgma

Chief Financial Officer And Treasurer at MMBB Financial Services

Neal J Berkowitz is a Certified Public Accountant (CPA) and Chartered Global Management Accountant (CGMA) with extensive experience in financial management roles. Neal J currently serves as the Chief Financial Officer (CFO) and Treasurer at MMBB Financial Services since March 2020. Prior to this, Neal worked as a Consultant at NJB Advisory Services, LLC from March 2018, providing CFO and treasurer services to registered mutual funds, assisting in launching new funds, and offering CFO services to pooled investment funds.

Before joining NJB Advisory Services, Neal held the position of Chief Financial Officer at Abel Noser, LLC from 2019 to 2020. Neal J'sprevious role was as Sr. Vice President and CFO at CBIS, where they served for almost three decades from 1990 to 2018. Prior to CBIS, Neal worked as a Supervisor in Financial Administration at Olympia & York from 1986 to 1990.

Neal J Berkowitz started their career at Ernst & Young (EY) in 1983, where they served as a Senior Tax Consultant and Auditing professional until 1986. Throughout their career, Neal has demonstrated expertise in financial management, accounting support, launching new funds, and providing CFO services to various organizations.

Neal J Berkowitz received their Bachelor of Science degree from SUNY Brockport in the field of study unknown between the years 1975 and 1978. Neal J then pursued their Master of Business Administration (MBA) from Pace University's Lubin School of Business from 1981 to 1983. Apart from their educational qualifications, there is no information available regarding any additional certifications or licenses they may have obtained.

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