James Goede Email & Phone Number
Chief of Staff and Wealth Advisory @ Sanderson Wealth Management
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James Goede Location
- Buffalo, NY, US
James Goede Work
- Chief of Staff and Wealth Advisory @ (April 2026 - Present)
- Finance and Investment Manager @ (August 2024 - April 2026)
- Interim Controller - North America @ (October 2024 - January 2025)
- Fractional CFO @ G & Co., LLC (January 2023 - January 2025)
- Chief Financial Officer @ (February 2022 - December 2022)
- Director, Digital Assets and Finance @ (September 2021 - February 2022)
- Chief Investment Officer @ (April 2016 - March 2021)
- Chief Operating Officer @ (April 2016 - July 2019)
- Restructuring Advisory Services @ (April 2015 - February 2016)
- High Yield Credit Analyst @ (May 2012 - June 2014)
- Mutual Fund Administrator and High Yield Portfolio Analyst @ Artio Global Investors (October 2010 - May 2012)
- Senior Associate @ (August 2007 - October 2010)
- Senior Associate @ (January 2010 - July 2010)
James Goede Education
- State University of New York at Buffalo
Bachelor of Arts (B.A.) (Economics)
2003-2007
James Goede Skills
- Restructuring
- Business Strategy
- Strategic Planning
- Corporate Actions
- Employee Stock Ownership Plan (ESOP)
- Capital Raising
- Due Diligence
- Investment Advisory Services
- Corporate Portfolio Management
- C Level Management
- Continuous Process Improvement
- Process Implementation
- Organizational Leadership
- Microsoft PowerPoint
- Management
- Forecasting
- Budgeting
- Key Metrics
- Strategy Consulting
- Balance Sheet Review
- Income Statements
- Cash Flow
- Balance Sheets
- Scenario Planning
- Capital Budgeting
- Investment Management
- Asset Management
- Fixed Income Portfolio Management
- Equity Research
- Alternative Investments
- Wealth Management Services
- Economic Research
- Scenario Analysis
- ETFs
- Mutual Funds
- Private Placements
- Investor Relations
- Corporate Finance
- Venture Capital
- Financial Planning and Analysis (FP&A)
- Treasury Management
- Financial Analysis
- Financial Reporting
- Financial Modeling
- Microsoft Office
- Strategy
- Risk Management
- Fund Accounting
- Enterprise Risk Management
James Goede Summary
- James Goede, based in Buffalo, NY, US, is currently a Chief of Staff and Wealth Advisory at Sanderson Wealth Management. James Goede brings experience from previous roles at Melroc Group, OX Tools Global, G & Co., LLC and Everyrealm Inc.. James Goede holds a 2003 - 2007 Bachelor of Arts (B.A.) in Economics @ State University of New York at Buffalo. With a robust skill set that includes Restructuring, Business Strategy, Strategic Planning, Corporate Actions, Employee Stock Ownership Plan (ESOP) and more. James Goede has 3 emails and 2 mobile phone numbers on RocketReach.
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Top Sanderson Wealth Management Employees
James Goede
Chief of Staff and Wealth Advisory
Buffalo, NY, US
Debbie Todaro
Director of Tax
Buffalo, NY, US
Timothy Domino
President and Chief Wealth Strategist
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Angelo Goodenough
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Cameron Radziwon
Chief Platform Officer
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Donna Schmitt
Executive Assistant to John R. Sanderson
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Phillip Frattali Jr.
Head of Alternative Investments
Buffalo, NY, US
Michael Bader
Vice-President
Buffalo, NY, US
Karen Nicpon
Tax Consultant
Depew, NY, US
Regyna Waterhouse
Client Service Administrator
Buffalo, NY, US
Evan Kraft
Financial Adviser
Buffalo, NY, US
Eric Weiher
Head of Client Operations
East Amherst, NY, US
Tucker Weppner
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Vp
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