Dan Goldberg Email & Phone Number
Founder, Investment Advisor, Portfolio Manager
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Dan Goldberg Location
- Los Angeles, CA, US
Dan Goldberg Work
- 2011 -now Founder, Investment Advisor, Portfolio Manager @ Goldberg Financial Advisors, LLC
- 2008 -2011 Sr. Manager @
- 2006 -2008 Vice President @ Synergy Advisors, LLC
- 2003 -2006 Director - Operations @
- 1997 -1999 Financial Analyst - Investment Banking @ Bear Stearns
Dan Goldberg Education
- CFA Insitute
CFA Charterholder (Finance and Investments)
2003-2005 - Anderson Graduate School of Management
MBA (Strategy & Finance)
1999-2001 - UCLA
BA Economics (Business-Economics, Accounting, Finance)
1992-1996
Dan Goldberg Summary
- Dan Goldberg, based in Los Angeles, CA, US, is currently a Founder, Investment Advisor, Portfolio Manager at Goldberg Financial Advisors, LLC. Dan Goldberg brings experience from previous roles at Mattel, Synergy Advisors, LLC, Platinum Equity and Bear Stearns. Dan Goldberg holds a 2003 - 2005 CFA Charterholder in Finance and Investments @ CFA Insitute. Dan Goldberg has 1 emails and 1 mobile phone numbers on RocketReach.
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