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Brad Goodman Location
Denver, CO, US
Brad Goodman Work
Founder and Principal @ (January 2024 - Present)
Chief Technology Officer, promoted to Chief Operating Officer @ (January 2025 - January 2026)
Chief Operating Officer @ (January 2024 - January 2024)
Director of Platform Strategy and Operations — Ideal Futures Platform @ (January 2024 - January 2024)
Co-Founder and Head of Platform @ SYSTM Wealth Solutions (January 2021 - January 2024)
Brad Goodman Education
University of Denver
Bachelor of Science in Business Administration (Business Administration, Management, Business Administration and Management)
2001-2005
Brad Goodman Skills
Equities
Alternative Investments
Wealth Management
Portfolio Management
Investments
Finance
Financial Services
Trading
Series 7
Capital Markets
Bloomberg
Options
Asset Allocation
Fixed Income
Risk Management
Mutual Funds
Financial Advisory
Artificial Intelligence (AI)
Broker-Dealer Operations
Business Process Automation
Business Transformation
Change Management
Data Strategies
Data-driven Decision Making
Digital Transformation
Executive Leadership
FinTech
Mergers & Acquisitions (M&A)
Organizational Design
Platform Strategy
Registered Investment Advisors (RIA)
Robotic Process Automation (RPA)
Systems Integration
Transformational Leadership
Vendor Management
Brad Goodman Summary
Brad Goodman, based in Denver, CO, US, is currently a Founder and Principal at Muskoka Peak Partners. Brad Goodman brings experience from previous roles at Apollon Wealth Management, LLC, Praxess, Savant Wealth Management and SYSTM Wealth Solutions. Brad Goodman holds a 2001 - 2005 Bachelor of Science in Business Administration in Business Administration, Management, Business Administration and Management @ University of Denver. With a robust skill set that includes Equities, Alternative Investments, Wealth Management, Portfolio Management, Investments and more. Brad Goodman has 4 emails and 2 mobile phone numbers on RocketReach.
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