Jonathan Goohs Email & Phone Number
Managing Director, Investment Services @ Dipaola Financial Group
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Jonathan Goohs Location
- Melville, NY, US
Jonathan Goohs Work
- 2022 -now Managing Director, Investment Services @
- 2017 -2022 Investment Advisor Representative @
- 2015 -2017 Financial Services Advisor @
- 2014 -2015 Operational Contract Work Support and Consulting Services @ J Goohs Consulting
- 2011 -2014 Senior Manager, Document Imaging Operations (Director Level) @
- 2007 -2011 Sr. Mgr., Trading Operations (Director Level) @
- 2005 -2006 Asst. VP, Account Management @
- 1999 -2005 Asst. VP, Sr. Relationship Mgr @
- 1997 -1999 Account Manager @ Fleet Securities Inc. / U.S. Clearing Corp
- 1992 -1994 Financial Services Rep @
Jonathan Goohs Education
- Stony Brook University
PMP / CAPM CERTIFICATION COURSE
2014-2014 - Hofstra University
BBA program
- Nassau Community College
Associate of Science (A.S.)
Jonathan Goohs Skills
- Leadership
- Estate Planning
- Customer Relationship Management Crm
- Electronic Trading
- Banking
- Fixed Income
- Imaging Workflow Operations
- Business Relationship Management
- Securities Regulation
- Retirement Planning
- Account Management
- Sales
- Order Management
- Capital Markets
- Youth Travel Baseball
- Investments
- Relationship Management
- Business Analysis
- Business Development
- Process Improvement
- 401k
- Strategic Planning
- Financial Services
- Management Coaching
- Equities
- Life Insurance
- Mutual Funds
- FINRA
- Operations Management
- Securities Market
- Risk Management
- New Business Development
- Employee Training
- Customer Service
- Financial Analysis
- Disability Insurance
- Contract Negotiation
- Back Office
- Trading Operations
- Business Process Improvement
- Management
- 401k Rollovers
- Financial Reporting
- Trading
- Health Insurance
- Options
- CRM
- Series 7
- Securities
- Financial Markets
- Customer Relationship Management
Jonathan Goohs Summary
- Jonathan Goohs, based in Melville, NY, US, is currently a Managing Director, Investment Services at Dipaola Financial Group. Jonathan Goohs brings experience from previous roles at Dipaola Financial Group, WFG - World Financial Group, J Goohs Consulting and Broadridge Financial Solutions. Jonathan Goohs holds a 2014 - 2014 PMP / CAPM CERTIFICATION COURSE @ Stony Brook University. With a robust skill set that includes Leadership, Estate Planning, Customer Relationship Management Crm, Electronic Trading, Banking and more. Jonathan Goohs has 2 emails and 1 mobile phone numbers on RocketReach.
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