Josh Goldberg's Location
Westport, CT, US
Josh Goldberg's Work
- Senior Wealth Advisor @ GYL Financial Synergies
- Wealth Advisor @ GYL Financial Synergies
- Financial Consultant @ AXA Advisors, LLC
- Index Analyst Intern @ Ryan Labs Asset Management
- Analyst Intern @ Wells Fargo Advisors
Josh Goldberg's Education
- Brandeis University
Bachelors (Economics)
2013 - 2017 - Hebrew High School of New England2013
Josh Goldberg's Skills
- PowerPoint
- Microsoft Excel
- Public Speaking
- Microsoft Word
- Research
- Management
- Microsoft Office
- Microsoft PowerPoint
- Customer Service
- Project Management
Josh Goldberg's Summary
Josh Goldberg, based in Westport, CT, US, is currently a Senior Wealth Advisor at Gyl Financial Synergies, bringing experience from previous roles at Gyl Financial Synergies, Axa Advisors, Ryan Labs Asset Management and Wells Fargo Advisors. Josh Goldberg holds a 2013 - 2017 Bachelors in Economics @ Brandeis University. With a robust skill set that includes PowerPoint, Microsoft Excel, Public Speaking, Microsoft Word, Research and more, Josh Goldberg contributes valuable insights to the industry. Josh Goldberg has 1 email and 1 mobile phone number on RocketReach.
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