Lawrence Goldstein Email & Phone Number
Co-Founder and Managing Partner @ Northeastern Alliance
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Lawrence Goldstein Location
- New York, NY, US
Lawrence Goldstein Work
- 2017 -now Co-Founder and Managing Partner @
- 2022 -2024 AVP, Private Client Wealth Relationship Manager and Snr. Analyst @
- 2019 -2022 AVP, Private Client Banker @
- 2018 -2019 Investment Associate @
- 2017 -2018 Strategy, Marketing and Operations @
- 2016 -2016 Inside Sales and Client Relations @
Lawrence Goldstein Education
- The American College of Financial Services
ChFC program (Contemporary Applications In Financial Planning Certificate)
2023-2024 - Bryant University
CFP Program (Financial Planning Certificate)
2023-2023 - New York University
Master's degree (Business)
2012-2014 - Abertay University
First Class Honours Degree with Distinction (Sound Production)
2010-2012
Lawrence Goldstein Skills
- Entrepreneurship
- Business Management
- Data Analytics
- Stakeholder Engagement
- Budget Management
- Agenda Development
- Contract Negotiation
- Regulatory Compliance
- Strategic Planning
- Equity Research
- Financial Consulting
- Community Development
- Socially Responsible Investing
- Tax-advantaged Investment Strategies
- Wealth Management
- Private Wealth Management
- Financial Regulation
- Business Law
- Alternative Investments
- ETFs
- Portfolio Management
- Customer Relationship Management (CRM)
- Microsoft Office
- Investment Strategies
- Microsoft Excel
- Certified Financial Planner
- Marketing Strategy
- Business Strategy
- Microsoft PowerPoint
- Financial Analysis
- Financial Advisory
- Wealth Management Services
- Project Management
- Investor Relations
- Interpersonal Skills
- Multitasking
- Negotiation
- Investment Advisers Act
- Securities
- Financial Services
- Cryptocurrency
Lawrence Goldstein Summary
- Lawrence Goldstein, based in New York, NY, US, is currently a Co-Founder and Managing Partner at Northeastern Alliance LLC. Lawrence Goldstein brings experience from previous roles at Citi, JPMorgan Chase Bank, N.A., Aegis Capital Corp. and RE/MAX. Lawrence Goldstein holds a 2023 - 2024 ChFC program in Contemporary Applications In Financial Planning Certificate @ The American College of Financial Services. With a robust skill set that includes Entrepreneurship, Business Management, Data Analytics, Stakeholder Engagement, Budget Management and more. Lawrence Goldstein has 2 emails and 1 mobile phone numbers on RocketReach.
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