Robert Goodman Email & Phone Number
Managing Director @ Bank of America Private Bank
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Robert Goodman Location
- Scottsdale, AZ, US
Robert Goodman Work
- 2005 - now Wealth Strategies Advisor @
- 2019 - now Managing Director @
- 2005 - now Wealth Strategist @
- 2005 - now Wealth Strategies Advisor @
- 2001 - 2013 Adjunct Faculty @
- 1998 - 2005 Partner @
- 1994 - 1998 Partner @ Furst, Goodman & Associates
- 1992 - 1994 Tax Manager @ John L. Casalena, CPA, P.C.
- 1984 - 1992 Tax Associate and Tax Manager @ Goracke & Wilcox
- 1988 - 1992 Adjunct Faculty @
Robert Goodman Education
- Arizona State University, W. P. Carey School of Business
Master of Taxation (Tax)
1993 - 1995 - University of Nebraska-Lincoln
Bachelor of Science (accounting)
1980 - 1984 - York High School
(York, Nebraska)
1977 - 1980
Robert Goodman Skills
- Estate Planning
- Tax
- Income Tax
- Corporate Tax
- Financial Planners
- Strategic Financial Planning
- Financial Analysis
- Wealth Management
- Small Business
- Accounting
- Retirement Planning
- Mergers
- Management Consulting
- Investment Advisory
- Cash Management
- Financial Advisory
- Mutual Funds
- Asset Allocation
- Investment Management
- Trusts
- Alternative Investments
- Wealth
- CPA
- 401k
- Personal Financial Planning
- Private Banking
- High Net Worth Individuals
- Financial Planning
- Mergers & Acquisitions
- Customer Service
- Mergers and Acquisitions
- Financial Reporting
- Management
- Marketing
- Services
Robert Goodman Summary
- Robert Goodman, based in Scottsdale, AZ, US, is currently a Managing Director at Bank of America Private Bank. Robert Goodman brings experience from previous roles at Bank of America Private Bank and University of Phoenix. Robert Goodman holds a 1993 - 1995 Master of Taxation in Tax @ Arizona State University, W. P. Carey School of Business. With a robust skill set that includes Estate Planning, Tax, Income Tax, Corporate Tax, Financial Planners and more. Robert Goodman has 2 emails and 2 mobile phone numbers on RocketReach.
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