Amy Goldman Email & Phone Number
Founder and President @ AFG Wealth Management
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Amy Goldman Location
- New York, NY, US
Amy Goldman Work
- Founder and President @ (September 2018 - Present)
- Independent Financial Advisor @ (September 2017 - August 2018)
- Regional Advisor Consultant @ (February 2015 - April 2017)
- Vice President @ (June 2011 - July 2013)
- National Sales Director @ (September 2010 - March 2011)
- Regional Vice President @ (August 2007 - June 2009)
- Regional Marketing Director @ (July 2005 - August 2007)
- E Wholesaler @ (June 2004 - July 2005)
- External Wholesaler @ (March 2003 - March 2004)
- Financial Representative @ (January 2001 - March 2003)
- Investment Associate @ (April 1998 - May 1999)
Amy Goldman Education
- College For Financial Planning
CRPC (Chartered Retirement Plan Counselor)
2009-2018 - Richardson Sales Training and Effectiveness
Certificate (Rapport Building and Profiling Techniques)
2015-2015 - Fairleigh Dickinson University 1994-2000
- Union High School 1988-1992
- AllianceBernstein Advisor University
- AllianceBernstein Changing the Coversation
(Advisor University and Changing the Conversation)
- Fusion Sales Training
- Sequoia Sales Training
(Sales Training)
Amy Goldman Skills
- Retirement Planning
- Mutual Funds
- Fixed Annuities
- Investments
- Insurance
- Retirement
- Asset Allocation
- Strategic Financial Planning
- Management
- Series 63
- Series 7
- Financial Services
- Financial Planning
- Long-term Care
- Estate Planning
- Financial Advisory
- 401k
- Portfolio Management
- Variable Annuities
- Wealth Management
- Pensions
- Separately Managed Accounts
- Employee Benefits
- Financial Planners
- Sales
- Securities
- Asset Management
- Customer Relationship Management (CRM)
- Business Development
- Team Leadership
- Business Coaching
- Professional Development Programs
- Professional Development Seminars
- Business-to-Business (B2B)
- Business Planning
- Lead Generation
- Key Account Development
- Sales Presentations
- National Association of Professional Women
- Presentation Skills
- Coaching
- Data Analysis
- Presentation Development
- Presentation Coaching
- Presentations
- Group Presentations
- Sales Management
- Strategic Planning
- Leadership
- Product Specialists
- Road
- New Business Development
- Business to Business B2b
- Series 6
- Marketing
- Alternative Investments
- Long Term Care
- RIA
- Finance
- Customer Relationship Management Crm
- Customer Relationship Management
- Business to Business
Amy Goldman Summary
- Amy Goldman, based in New York, NY, US, is currently a Founder and President at AFG Wealth Management. Amy Goldman brings experience from previous roles at Caliber Financial Partners, OppenheimerFunds, Allianz Life and HNW. Amy Goldman holds a 2009 - 2018 CRPC in Chartered Retirement Plan Counselor @ College For Financial Planning. With a robust skill set that includes Retirement Planning, Mutual Funds, Fixed Annuities, Investments, Insurance and more. Amy Goldman has 3 emails and 1 mobile phone numbers on RocketReach.
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