Josh Kaufman Email & Phone Number
Head of Wealth Management Operations @ RiskBridge Advisors
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Josh Kaufman Location
- New York, NY, US
Josh Kaufman Work
- 2025 -now Head of Wealth Management Operations @
- 2024 -2025 Portfolio Analyst @
- 2020 -2023 Investment Analyst @
- 2018 -2020 Quantitative Analyst @
Josh Kaufman Education
- Pace University
Bachelor of Science (B.S.) (Business/Managerial Economics)
- Pace University - Lubin School of Business
Bachelor's Degree (Finance, General)
Josh Kaufman Skills
- Leadership
- Microsoft Excel
- Research
- Investments
- Asset Allocation
- Quantitative Research
- Analytical Skills
- Trading
- Sales
- Financial Analysis
- Financial Modeling
- Portfolio Management
- Microsoft Word
- Microsoft Office
- PowerPoint
- Microsoft PowerPoint
- Bloomberg Terminal
- Problem Solving
- Teamwork
- Public Speaking
- Management
- Cryptocurrency
Josh Kaufman Summary
- Josh Kaufman, based in New York, NY, US, is currently a Head of Wealth Management Operations at RiskBridge Advisors. Josh Kaufman brings experience from previous roles at RiskBridge Advisors and Fieldpoint Private. Josh Kaufman holds a Bachelor of Science (B.S.) in Business/Managerial Economics @ Pace University. With a robust skill set that includes Leadership, Microsoft Excel, Research, Investments, Asset Allocation and more. Josh Kaufman has 2 emails and 1 mobile phone numbers on RocketReach.
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