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
- 2026 -now Chief of Staff and Wealth Advisory @
- 2024 -2026 Finance and Investment Manager @
- 2024 -2025 Interim Controller - North America @
- 2023 -2025 Fractional CFO @ G & Co., LLC
- 2022 -2022 Chief Financial Officer @
- 2021 -2022 Director, Digital Assets and Finance @
- 2016 -2021 Chief Investment Officer @
- 2016 -2019 Chief Operating Officer @
- 2015 -2016 Restructuring Advisory Services @
- 2012 -2014 High Yield Credit Analyst @
- 2010 -2012 Mutual Fund Administrator and High Yield Portfolio Analyst @ Artio Global Investors
- 2007 -2010 Senior Associate @
- 2010 -2010 Senior Associate @
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
John Sanderson
Chairman
Buffalo, NY, US
Caleb Jennings
Vice President
Buffalo, NY, US
Debbie Todaro
Director of Tax
Buffalo, NY, US
Timothy Domino
Director of Wealth Planning
New York, United States
Angelo Goodenough
Financial Analyst
Buffalo, NY, US
Cameron Radziwon
Chief Platform Officer
New York, United States
Donna Schmitt
Executive Assistant to John R. Sanderson
New York, United States
Michael Bader
Vice-President
Buffalo, NY, US
Karen Nicpon
Tax Consultant
Depew, NY, US
Regyna Waterhouse
Client Service Administrator
Buffalo, NY, US
Candice Canino
Senior Tax Adviser
Asheville, NC, US
Justin Sanderson
CEO
Buffalo, NY, US
Eric Weiher
Head of Client Operations
East Amherst, NY, US
Tucker Weppner
Financial Adviser
New York, United States
Caleb Jennings
Vp
New York, United States
Joe Bartelo
Tax and Wealth Planning Senior Adviser
New York, United States
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