Mitchell Goldfeld Email & Phone Number
Senior Managing Director
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Mitchell Goldfeld Location
- Boston, MA, US
Mitchell Goldfeld Work
- 2015 - now Senior Managing Director @ TEG Advisors of RPg Family Wealth Advisory, LLC
- 2009 - 2015 Managing Director @
- 2002 - 2009 Vice President - Investments @
- 1996 - 2002 Entrepreneur - Director of Bus. Development @
- 1993 - 1995 Investment Analyst @
- 1988 - 1991 Junior Equity Analyst @
Mitchell Goldfeld Education
- University of Pennsylvania - The Wharton School
MBA (Investments and Securities)
1991 - 1993 - State University of New York at Binghamton
BS High Honors (Economics)
1984 - 1988 - Martin Van Buren HS
Mitchell Goldfeld Skills
- Wealth Management
- Series 7
- Asset Allocation
- Financial Analysis
- CIMA
- Series 65
- Series 24
- series 31
- Alternative Investments
- Portfolio Management
- Investments
- Hedge Funds
- Asset Managment
- Equities
- Management
- Business Development
- Project Management
- Financial Modeling
- Accounting
- Public Speaking
- Private Equity
- Product Development
Mitchell Goldfeld Summary
- Mitchell Goldfeld, based in Boston, MA, US, is currently a Senior Managing Director at TEG Advisors of RPg Family Wealth Advisory, LLC. Mitchell Goldfeld brings experience from previous roles at TEG Partners a division of Detwiler Fenton Investment Management, LLC, UBS Financial Services, MAGI Productions/Sonicbids and Wellington Management. Mitchell Goldfeld holds a 1991 - 1993 MBA in Investments and Securities @ University of Pennsylvania - The Wharton School. With a robust skill set that includes Wealth Management, Series 7, Asset Allocation, Financial Analysis, CIMA and more. Mitchell Goldfeld has 3 emails and 1 mobile phone numbers on RocketReach.
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Mitchell Goldfeld
Senior Managing Director
Boston, MA, US
Mitchell Goldfeld
Managing Director
Boston, MA, US
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