Barry Goldberg Email & Phone Number
Regional Vice President @ Fisher Investments
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Barry Goldberg Location
- New York, NY, US
Barry Goldberg Work
- 2018 - now Regional Vice President @
- 2015 - 2018 Director Of Business Development @
- 2010 - 2015 Co-Founder and Managing Principal @ Independent Life Brokerage Corp.
- 2008 - 2010 Director, Investment Banking, Fixed Income Division @
- 2006 - 2008 Vice President, Investment Banking, Fixed Income Division @
- 2003 - 2006 Financial Advisor @
- 1999 - 2003 Director of Sales @
Barry Goldberg Education
- University of Delaware
BS (Human Resources)
1993 - 1997 - Commack High School 1989 - 1993
Barry Goldberg Skills
- Estate Planning
- Banking
- Evidence Based Investing
- Insurance
- Financial Planning
- IRAs
- Investments
- Business Development
- Finance
- Strategic Planning
- Strategy
- Sales Management
- Wealth Management
- Life Insurance
- Goals Based Wealth Management
- Microsoft Excel
- Disability Insurance
- Financial Analysis
- Management
- Project Management
- Asset Class Investing
- Coaching
- Strategic Partnerships
- Business Relationship Management
Barry Goldberg Summary
- Barry Goldberg, based in New York, NY, US, is currently a Regional Vice President at Fisher Investments. Barry Goldberg brings experience from previous roles at JJ Burns & Company, Independent Life Brokerage Corp. and Credit Suisse. Barry Goldberg holds a 1993 - 1997 BS in Human Resources @ University of Delaware. With a robust skill set that includes Estate Planning, Banking, Evidence Based Investing, Insurance, Financial Planning and more. Barry Goldberg has 3 emails and 1 mobile phone numbers on RocketReach.
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