Matt Goldstein Email & Phone Number
Chief Investment Officer @ Exit Wealth™
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Matt Goldstein Location
- Boulder, CO, US
Matt Goldstein Work
- 2025 -now Chief Investment Officer @
- 2021 -2025 Managing Director, Private CFO at oXYGen Financial @
- 2016 -2021 Wealth Management Advisor @
- 2012 -2016 Vice President of Wealth Management and Regional Director Rocky Mountain Region @
- 2011 -2012 Branch Manager, Financial Advisor @
- 1995 -2009 Southeast Regional Director @
Matt Goldstein Education
- The Wharton School
Executive Leadership (Senior Level Management)
2007-2007 - Florida State University-College of Business
Bachelor of Science (B.S) (Finance, Multinational Business)
1991-1995
Matt Goldstein Skills
- Series 24
- Finance
- Financial Advisory
- Asset Managment
- Investments
- Services
- Series 7
- Customer Service
- Wealth Management
- Marketing
- Mutual Funds
- Equities
- Alternative Investments
- Securities
- Asset Allocation
- Portfolio Management
- Strategic Planning
- Series 63
Matt Goldstein Summary
- Matt Goldstein, based in Boulder, CO, US, is currently a Chief Investment Officer at Exit Wealth™. Matt Goldstein brings experience from previous roles at oXYGen Financial, U.S. Bancorp Investments, Inc. and Ameriprise Financial Services, Inc.. Matt Goldstein holds a 2007 - 2007 Executive Leadership in Senior Level Management @ The Wharton School. With a robust skill set that includes Series 24, Finance, Financial Advisory, Asset Managment, Investments and more. Matt Goldstein has 2 emails and 2 mobile phone numbers on RocketReach.
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