Jeff Goliber Email & Phone Number
VP, Director of Wealth Management Solutions @ Ballston Spa National Bank
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Jeff Goliber Location
- Ballston Spa, NY, US
Jeff Goliber Work
- 2025 -now VP, Director of Wealth Management Solutions @
- 2022 -2025 VP, Retirement Plan Services Manager @
- 2019 -2022 AVP, Wealth Management and Trust Officer @
- 2015 -2019 Private Wealth Management @
- 2002 -2015 Branch Manager @
- 1996 -2002 Assistant Manager @ TD Waterhouse
Jeff Goliber Education
- State University of New York College at Potsdam
Bachelor of Arts (B.A.) (Economics)
Jeff Goliber Skills
- Project Management
- Retirement Savings
- Banking
- Financial Advisory
- Customer Service Management
- Financial Performance
- Investment Portfolios
- Investment Management
- Client Relations
- Analytical Skills
- Manage client expectations
- Portfolio Management
- Investments
- Management
- Strategic Planning
- Finance
- Mutual Funds
- Sales Management
- Equities
- Research
- Microsoft Excel
- Microsoft Word
- Outlook
- Microsoft Office
- Windows
- Customer Service
- English
- Series 7
- Series 3
- Series 24
- Leadership
- Financial Analysis
- Wealth Management
- Financial Services
- Retirement Planning
- Risk Management
- Trading
- Asset Management
- Securities
- Financial Planning
- Fixed Income
- Asset Allocation
- Time Management
- Series 63
Jeff Goliber Summary
- Jeff Goliber, based in Ballston Spa, NY, US, is currently a VP, Director of Wealth Management Solutions at Ballston Spa National Bank. Jeff Goliber brings experience from previous roles at Arrow Financial Corporation, Ayco, a Goldman Sachs Company and Scottrade. Jeff Goliber holds a Bachelor of Arts (B.A.) in Economics @ State University of New York College at Potsdam. With a robust skill set that includes Project Management, Retirement Savings, Banking, Financial Advisory, Customer Service Management and more. Jeff Goliber has 2 emails and 1 mobile phone numbers on RocketReach.
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