Robert Goshen Email & Phone Number
Managing Director
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Robert Goshen Location
- Chicago, IL, US
Robert Goshen Work
- 2024 -now Managing Director @ Goshen Wealth Management of BridgePoint Wealth Advisors
- 2018 -2024 Financial Advisor, Managing Director @
- 2011 -2018 Senior Vice President, Senior Portfolio Manager, Financial Advisor @
- 2001 -2012 Board Member ( Volunteer ) @
- 2002 -2010 Senior Vice President @
- 1988 -2002 Market Maker @
- now Trader @ Cornerstone Trading LLC
Robert Goshen Education
- University of California, Berkeley, Haas School of Business
CIMA® (Investment Management)
2006-2006 - Quinlan School of Business, Loyola University Chicago
MBA (Finance)
1985-1987 - Indiana University - Kelley School of Business
BS (Finance)
1980-1984 - Indiana University Bloomington
BS (Finance)
1980-1984 - Latin School of Chicago
High School
1976-1980
Robert Goshen Skills
- Strategic Planning
- Portfolio Management
- Sales
- Investments
- Government
- Financial Markets
Robert Goshen Summary
- Robert Goshen, based in Chicago, IL, US, is currently a Managing Director at Goshen Wealth Management of BridgePoint Wealth Advisors. Robert Goshen brings experience from previous roles at Ameriprise Financial Services, LLC, Morgan Stanley, New Foundation Center, Inc. and Mesirow Financial. Robert Goshen holds a 2006 - 2006 CIMA® in Investment Management @ University of California, Berkeley, Haas School of Business. With a robust skill set that includes Strategic Planning, Portfolio Management, Sales, Investments, Government and more. Robert Goshen has 1 emails and 3 mobile phone numbers on RocketReach.
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