Steve Goodman Email & Phone Number
Vice President, Portfolio Manager @ First Merchants Corporation
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Steve Goodman Location
- Monroe, MI, US
Steve Goodman Work
- 2022 -now Vice President, Portfolio Manager @
- 2017 -2022 Vice President, Wealth Manager @
- 2012 -2016 Chief Investment Officer @ MKD Wealth Coaches
- 2008 -2012 Investment Director @ Capelli Financial Services, Inc.
- 2006 -2008 Portfolio Manager @
- 1994 -2005 Sr. Research Analyst @
Steve Goodman Education
- Walsh College
M.S. (Finance)
- Eastern Michigan University
B.B.A. (Finance)
Steve Goodman Skills
- Mutual Funds
- Investments
- ETFs
- Asset Allocation
- Portfolio Management
- Investment Strategies
- 401k
- Investment Management
- Alternative Investments
- Wealth Management
- Due Diligence
- Equities
- Asset Management
- Investment Advisory
- Trading
- Equity Research
- Securities
- Bonds
- Financial Markets
- Bloomberg
- Fixed Income
- Capital Markets
- Asset Managment
- Financial Advisory
- Analysis
- Research
- Risk Management
- Hedge Funds
- Fixed Annuities
- Retirement Planning
- Strategic Financial Planning
- Fund Of Funds
Steve Goodman Summary
- Steve Goodman, based in Monroe, MI, US, is currently a Vice President, Portfolio Manager at First Merchants Corporation. Steve Goodman brings experience from previous roles at First Merchants Corporation, MKD Wealth Coaches, Capelli Financial Services, Inc. and Meeder Financial. Steve Goodman holds a M.S. in Finance @ Walsh College. With a robust skill set that includes Mutual Funds, Investments, ETFs, Asset Allocation, Portfolio Management and more. Steve Goodman has 2 emails and 2 mobile phone numbers on RocketReach.
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