Jilian TobabenAssociate, Private Wealth Client Service
How Jilian Can Help You
Jilian has a constant drive to learn more. Her purpose and mission is to make sure to listen to her client’s needs and execute in the best way she knows how.
What Makes Jilian Knowledgeable
Before joining Berman | Cresset, Jilian worked for Redwood Wealth Management as a Portfolio Analyst, where she was responsible for fielding client questions and facilitating transactions. Prior to Redwood, she worked for an institutional investment firm, Earnest Partners, as a Portfolio Operational Associate as well as the Department of Defense as a Financial Management Specialist. Jilian graduated with a Bachelor of Accounting.
Getting to Know Jilian
When not at work, Jilian is an avid traveler and fitness enthusiast. She loves spending time with her family and volunteering in the community.