Brian Goldberg Email & Phone Number
Regional Vice President @ MassMutual Ascend
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Brian Goldberg Location
- Atlanta, GA, US
Brian Goldberg Work
- 2022 - now Regional Vice President @
- 2015 - now Regional Sales Manager and External Wholesaler AL, GA and TN @
- 2014 - 2015 Internal Retirement Consultant @
- 2012 - 2014 Private Banker @
- 2009 - 2012 Certified Financial Planner ™ @
- 2006 - 2009 Financial Advisor @
Brian Goldberg Education
- Florida State University - Herbert Wertheim College of Business
MBA (Finance and Real Estate Development)
2005 - 2006 - Florida State University
BS (Finance and Real Estate Analysis)
2000 - 2004
Brian Goldberg Skills
- Series 7
- Retirement Planning
- Wealth Management
- Series 63
- Fixed Annuities
- Uniform Combined State Law
- Investments
- Strategic Financial Planning
- Mutual Funds
- Retirement
- Portfolio Management
- Estate Planning
- Loans
- Finance
- Asset Allocation
- Certified Financial Planner
- Disability Insurance
- Life Insurance
- Long Term Care Insurance
- Securities
- Wealth
Brian Goldberg Summary
- Brian Goldberg, based in Atlanta, GA, US, is currently a Regional Vice President at MassMutual Ascend. Brian Goldberg brings experience from previous roles at Great American Insurance Group - Annuities, Wells Fargo and UBS Financial Services, Inc.. Brian Goldberg holds a 2005 - 2006 MBA in Finance and Real Estate Development @ Florida State University - Herbert Wertheim College of Business. With a robust skill set that includes Series 7, Retirement Planning, Wealth Management, Series 63, Fixed Annuities and more. Brian Goldberg has 5 emails and 1 mobile phone numbers on RocketReach.
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