Louis Goldman Email & Phone Number
Senior Portfolio Management Director| Senior Vice President| Financial Advisor @ Morgan Stanley
Louis Goldman's Location
Rhode Island, United States
Louis Goldman's Work
- Senior Portfolio Management Director| Senior Vice President| Financial Advisor @ Morgan Stanley
- CPA Supervisor @ PKF O'Connor Davies (formerly Batchelor Frechette McCrory Michael & Co.)
- Staff Accountant @ Ernst & Young
Louis Goldman's Education
- Bryant University
Masters in Taxation (Accounting)
1995 - 1997 - University of Rhode Island - College of Business Administration
Bachelor of Science in Business Administration, Accounting (Accounting)
1985 - 1989
Louis Goldman's Skills
- Management
- Public Speaking
- Training
- Project Management
- Marketing
- Sales
- Wealth Management
- Strategy
- Microsoft Excel
Louis Goldman's Summary
Louis Goldman, based in Rhode Island, United States, is currently a Senior Portfolio Management Director| Senior Vice President| Financial Advisor at Morgan Stanley, bringing experience from previous roles at Bachelor Frechette McCrory Michael & Company and Ernst & Young. Louis Goldman holds a 1995 - 1997 Masters in Taxation in Accounting @ Bryant University. With a robust skill set that includes Management, Public Speaking, Training, Project Management, Marketing and more, Louis Goldman contributes valuable insights to the industry. Louis Goldman has 2 emails on RocketReach.
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