Dee Goldstein Email & Phone Number
Account Executive Vice President @ HealthEquity
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Dee Goldstein Location
- California, United States
Dee Goldstein Work
- Account Executive Vice President @ (April 2022 - Present)
- Director Account Management @ (March 2017 - April 2022)
- Vice President, Senior Relationship Manager, Institutional Retirement and Trust @ (January 2010 - March 2017)
- Vice President - Relationship Manager @ (April 1993 - August 2004)
- Retail Sales @ (March 1981 - March 1993)
Dee Goldstein Education
- Hennepin Technical College
(Accounting)
1985-1987
Dee Goldstein Skills
- 401(k) Retirement Savings Plans
- 401k
- Account Management
- Asset Allocation
- Banking
- Cash Management
- Commercial Lending
- Defined Benefit
- Defined Contribution
- ERISA
- Employee Benefits
- Financial Services
- Flexible Spending Accounts
- Health Insurance
- Health Savings Accounts
- Insurance
- Investments
- Loans
- Mutual Funds
- Portfolio Management
- Relationship Management
- Series 6
- Underwriting
- Wealth Management
Dee Goldstein Summary
- Dee Goldstein, based in California, United States, is currently a Account Executive Vice President at Healthequity. Dee Goldstein brings experience from previous roles at Conduent and Wells Fargo. Dee Goldstein holds a 1985 - 1987 Hennepin Technical College. With a robust skill set that includes 401(k) Retirement Savings Plans, 401k, Account Management, Asset Allocation, Banking and more. Dee Goldstein has 2 emails and 1 mobile phone numbers on RocketReach.
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Dee Goldstein
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