Investor Services Client Associate @ (September 2017 - November 2019)
Alternative Investment Fund Associate @ (December 2016 - September 2017)
Back-up Cash Office @ (June 2013 - July 2017)
Assistant Customer Service Department Head @ (August 2010 - July 2017)
New Accounts Associate @ (June 2016 - December 2016)
Bloomberg Markets Lab Assistant @ (September 2015 - June 2016)
Brian Goncalves Education
Merrimack College
Bachelor of Business Administration (B.B.A.) (Finance, Management)
2012-2016
Merrimack College
Bachelor of Arts (B.A.) (Economics)
2012-2016
Brian Goncalves Skills
Team Leadership
Teamwork
Microsoft Excel
Microsoft Word
Bloomberg Terminal
PowerPoint
Social Media
Research
Time Management
Microsoft Outlook
Music
Customer Service
Financial Analysis
Tenor Saxophone
Data Entry
Brian Goncalves Summary
Brian Goncalves, based in Beverly, MA, US, is currently a Director, Performance Reporting and Analytics at Fort Point Capital Partners. Brian Goncalves brings experience from previous roles at Jordan Park Group, Morgan Stanley and Eaton Vance. Brian Goncalves holds a 2012 - 2016 Bachelor of Business Administration (B.B.A.) in Finance, Management @ Merrimack College. With a robust skill set that includes Team Leadership, Teamwork, Microsoft Excel, Microsoft Word, Bloomberg Terminal and more. Brian Goncalves has 3 emails and 1 mobile phone numbers on RocketReach.
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