Jonathan Goldberg Email & Phone Number
Vice President and Chief of Staff - Strategy Consulting, Growth and Engagement | Corporate Strategy @ Wells Fargo
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Jonathan Goldberg Location
- New York, NY, US
Jonathan Goldberg Work
- 2021 -now Vice President and Chief of Staff - Strategy Consulting, Growth and Engagement | Corporate Strategy @
- 2021 -2021 Investment Solutions and Institutional Consulting and Strategy Associate @
- 2019 -2021 Financial Institutions Group, Investment Associate @
- 2017 -2019 Asset and Wealth Management Analyst @
- 2016 -2016 Investment Analyst @
- 2015 -2015 Private Equity Investment Analyst @
- 2015 -2015 Business Strategy and Development @
Jonathan Goldberg Education
- Queens College
Bachelor’s Degree (Bachelor of Business Administration (BBA) in Finance and International Business)
Jonathan Goldberg Skills
- Strategic Planning
- Business Strategy
- Time Management
- Research
- Project Management
- Sales
- Financial Services
- Sales Management
- Writing
- Investment Banking
- Data Analysis
- Valuation
- Equity Research
- equity trading
- Banking
- Market Research
- Hedge Funds
- Mergers & Acquisitions
- Financial Analysis
- Financial Modeling
- Alternative Investments
- Corporate Finance
- Private Equity
- Business Development
- Finance
- Investments
- Portfolio Management
- Entrepreneurship
- Investment Management
- Trading
- Analytical Skills
- Strategy
- Investment Strategies
- Wealth Management
- Financial Markets
- Asset Allocation
- Asset Management
- Microsoft Office
- Microsoft Excel
- PowerPoint
- Microsoft Word
- Microsoft PowerPoint
- SQL
- Management
- Leadership
- Team Leadership
- Team Building
- Relationship Building
- Tableau
- Marketing Strategy
- Risk Management
- Customer Service
- Social Media
- Marketing
- Event Planning
- Negotiation
- Budgets
- Public Speaking
- Due Diligence
- Mergers and Acquisitions
Jonathan Goldberg Summary
- Jonathan Goldberg, based in New York, NY, US, is currently a Vice President and Chief of Staff - Strategy Consulting, Growth and Engagement | Corporate Strategy at Wells Fargo. Jonathan Goldberg brings experience from previous roles at Morgan Stanley, J.P. Morgan and Allied Millennial Partners, LLC.. Jonathan Goldberg holds a Bachelor’s Degree in Bachelor of Business Administration (BBA) in Finance and International Business @ Queens College. With a robust skill set that includes Strategic Planning, Business Strategy, Time Management, Research, Project Management and more. Jonathan Goldberg has 2 emails and 1 mobile phone numbers on RocketReach.
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