Brooke Goldstein Email & Phone Number
Partner, Co-Founder @ Brentwood Financial Advisors
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Brooke Goldstein Location
- Beverly Hills, CA, US
Brooke Goldstein Work
- Partner, Co-Founder @ (June 2019 - Present)
- Associate Director-Investments @ (December 2013 - June 2019)
- Account Executive @ (December 2012 - November 2013)
- Assistant Account Executive @ (March 2012 - December 2012)
- New Business Coordinator @ (July 2010 - March 2012)
- Advertising Sales Representative and Public Relations Intern @ (November 2009 - November 2010)
- Internship – Talent Management @ (January 2010 - May 2010)
- Internship – Production Department @ (July 2009 - August 2009)
- Internship – 94.5 WPST FM Radio Station @ (January 2009 - May 2009)
Brooke Goldstein Education
- Università degli Studi di Siena 2008-2008
Brooke Goldstein Skills
- PowerPoint
- Word
- Excel
- 401(k) Rollovers
- Tax-Efficient Strategies
- Risk Management Strategies
- Retirement Savings
- Wealth-Preservation Strategies
- Relationship Management
- Estate Investment Strategies
- Business-Succession Strategies
- Deferred Compensation Plans
- Financial Services
- Financial Advisory
- Stock Due Diligence
- Retirement-Plan Consulting
- Investment Strategies
- Multigenerational Wealth Transfer Strategies
- Insurance
- Securities
- Investments
- Wealth Management Services
- Asset Allocation
- Retirement
Brooke Goldstein Summary
- Brooke Goldstein, based in Beverly Hills, CA, US, is currently a Partner, Co-Founder at Brentwood Financial Advisors. Brooke Goldstein brings experience from previous roles at Oppenheimer & Co. Inc., Campbell Ewald, Team One and Ogilvy & Mather Advertising. Brooke Goldstein holds a 2008 - 2008 Università degli Studi di Siena. With a robust skill set that includes PowerPoint, Word, Excel, 401(k) Rollovers, Tax-Efficient Strategies and more. Brooke Goldstein has 4 emails and 2 mobile phone numbers on RocketReach.
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