Robert Goodall Location
- Boston, MA, US
Robert Goodall Work
- 2026 -now President @ Everest Metals Industries Inc.
- 2024 -2026 Senior Vice President - Senior Wealth Advisor @
- 2021 -2024 Senior Vice President - Senior Private Banker @
- 2020 -2021 Vice President-Sr. Wealth Lending Advisor @ TD Bank Private Client
- 2019 -2020 Managing Director @
- 2010 -2018 First Vice President: Private Bank @
- 2003 -2010 Vice President, Wealth Management Banking Executive @ BANK OF AMERICA / MERRILL LYNCH
- 2003 -2005 Investment Representative for Fleet Boston @ ROBERT C. GOODALL
- 2002 -2003 Earnings Analyst @ THOMSON FINANCIAL RESEARCH SERVICES / FIRST CALL CORPORATION
- 2001 -2002 Inside Wholesaler @ ROBERT C. GOODALL
Robert Goodall Education
- Suffolk University-Sawyer School of Management
Master of Business Administration (MBA) (Business)
2010-2012 - Boston University
Bachelor of Science (Economics)
1995-2000
Robert Goodall Skills
- Series 7
- Series 63
- Financial Modeling
- Financial Advisory
- Liability Analysis
- Loans
- Wealth Management
- CRM
- Business
- Risk Management
- Finance
- Financial Services
- Investments
- Equities
- Credit
- Mergers & Acquisitions
- Mutual Funds
- Banking
- Portfolio Management
- Trading
- Series 6
- Securities Regulation
- Fleet
- Mergers and Acquisitions
- Services
Robert Goodall Summary
- Robert Goodall, based in Boston, MA, US, is currently a President at Everest Metals Industries Inc.. Robert Goodall brings experience from previous roles at Wilmington Trust, TD Bank Private Client and AlyxHealth. Robert Goodall holds a 2010 - 2012 Master of Business Administration (MBA) in Business @ Suffolk University-Sawyer School of Management. With a robust skill set that includes Series 7, Series 63, Financial Modeling, Financial Advisory, Liability Analysis and more. Robert Goodall has 1 emails and 1 mobile phone numbers on RocketReach.
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