Sean Goodman Email & Phone Number
Wealth Advisor @ Prudential Financial
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Sean Goodman Location
- Houston, TX, US
Sean Goodman Work
- Wealth Advisor @ (August 2025 - Present)
- Vice President Financial Consultant @ (September 2024 - September 2025)
- Registered Investment Advisor @ Copper Mountain Capital (September 2022 - December 2023)
- Financial Consultant @ (May 2020 - September 2022)
- Senior Financial Consultant @ (January 2018 - April 2020)
- Financial Consultant @ (April 2017 - January 2018)
- Relationship Manager @ (December 2014 - April 2017)
- Investor Center Financial Representative @ (August 2013 - December 2014)
- High Net Worth Financial Representative @ (September 2011 - August 2013)
- Financial Representative @ (January 2011 - September 2011)
Sean Goodman Education
- University of Massachusetts Lowell
Bachelor of Science (BS) (Business Administration with a concentration in Finance)
Sean Goodman Skills
- Alternative Investments
- Analytical Skills
- Annual Budgeting
- Attention to Detail
- Cash Management
- Client Relations
- Communication
- Establishing New Accounts
- Family Wealth Management
- Financial Advisory
- Financial Planning
- Financial Regulations
- Financial Services
- Fixed-Income Investing
- Independent Financial Advice
- Interpersonal Communication
- Interpersonal Skills
- Investment Advisory Services
- Investment Management
- Investment Strategies
- Investments
- Market Analysis
- Multi-generational Planning
- Private Wealth Management
- Professional Skills
- Thinking Skills
- Wealth Accumulation
- Wealth Management Services
- Wealth Preservation Planning
- Wealth Transfer
- Working with Investors
- Strategic Financial Planning
- Mutual Funds
- Trading Strategies
Sean Goodman Summary
- Sean Goodman, based in Houston, TX, US, is currently a Wealth Advisor at Prudential Financial. Sean Goodman brings experience from previous roles at Charles Schwab, Copper Mountain Capital, Fidelity Investments and TD Ameritrade. Sean Goodman holds a Bachelor of Science (BS) in Business Administration with a concentration in Finance @ University of Massachusetts Lowell. With a robust skill set that includes Alternative Investments, Analytical Skills, Annual Budgeting, Attention to Detail, Cash Management and more. Sean Goodman has 1 emails and 1 mobile phone numbers on RocketReach.
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