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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 4 emails and 1 mobile phone numbers on RocketReach.
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