2003 -2006 Personal Banking Officer and Licensed Sales Professional @
2000 -2002 Financial Professional @ Planning Center For Professionals - Hornor, Townsend & Kent Inc.
Michael Gooch Education
Molloy College
Bachelors (Business Management)
1997-2000
Nassau Community College
(Business Management)
1995-1997
Michael Gooch Skills
Mutual Funds
Separately Managed Accounts
ETFs
Series 7
Series 65
Series 63
Sales
Alternative Investments
Investment Strategies
Business Development
Investments
Equities
Portfolio Management
Retirement Planning
Fixed Income
Strategic Financial Planning
CRM
Financial Advisory
Closed-end Funds
529 Plans
Municipal Bonds
Dividends
Asset Management
Financial Services
Asset Allocation
Sales Presentations
New Business Development
portfolio construction
Socially Responsible Investing
Fixed Annuities
Insurance
Closed End Funds
Michael Gooch Summary
Michael Gooch, based in Elk Grove, CA, US, is currently a VP, Advisor Consultant at Nuveen, a TIAA company. Michael Gooch brings experience from previous roles at Franklin Templeton, Legg Mason and HSBC Securities. Michael Gooch holds a 1997 - 2000 Bachelors in Business Management @ Molloy College. With a robust skill set that includes Mutual Funds, Separately Managed Accounts, ETFs, Series 7, Series 65 and more. Michael Gooch has 3 emails and 1 mobile phone numbers on RocketReach.
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