Steve Goodman Email & Phone Number
Advanced Insurance Planning Director @ Covr Financial Technologies
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Steve Goodman Location
- Melville, NY, US
Steve Goodman Work
- 2024 -now Advanced Insurance Planning Director @
- 1985 -now CEO | Business Succession + Wealth Preservation for High Net Worth Individuals @
- 2020 -2023 Official Member @
- 1983 -1985 Assistant VP Private Banking Trusts and Investments @
- 1978 -1983 Supervisor @
Steve Goodman Education
- Fordham Gabelli School of Business
MBA (Finance)
1981-1983
Steve Goodman Skills
- Estate Planning
- Insurance
- Life Insurance
- CPA
- Accounting
- Corporate Tax
- Due Diligence
- Finance
- Financial Reporting
- Financial Advisory
- Financial Analysis
- Financial Planning
- Management
- Investments
- Portfolio Management
- Mergers & Acquisitions
- High Net Worth Individuals
- Mergers and Acquisitions
Steve Goodman Summary
- Steve Goodman, based in Melville, NY, US, is currently a Advanced Insurance Planning Director at Covr Financial Technologies. Steve Goodman brings experience from previous roles at SHG Planning, Inc., Forbes Business Council, JP Morgan Chase and KPMG Peat Marwick. Steve Goodman holds a 1981 - 1983 MBA in Finance @ Fordham Gabelli School of Business. With a robust skill set that includes Estate Planning, Insurance, Life Insurance, CPA, Accounting and more. Steve Goodman has 3 emails and 5 mobile phone numbers on RocketReach.
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