Steven Goldstein Email & Phone Number
Chief Financial Officer @ Cauldwell Wingate
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Steven Goldstein Location
- Westport, CT, US
Steven Goldstein Work
- Chief Financial Officer @ (January 2024 - Present)
- Founder and CEO @ Sailrock Consulting Group, LLC (October 2021 - January 2024)
- Chief Financial Officer @ (May 2022 - November 2023)
- Chief Financial Officer @ (June 2020 - October 2021)
- Partner @ (January 2010 - June 2020)
- Managing partner @ Soloway, Goldstein, Silverstein & Co., P.C. (July 1984 - December 2009)
Steven Goldstein Education
- University of Maryland College Park
BS (Accounting)
1980-1984
Steven Goldstein Skills
- Alternative Investments
- Series 63
- Fixed Income
- Corporate Finance
- Securities Regulation
- Structured Finance
- Private Placements
- Capital Markets
- Derivatives
- Investments
- Investor Relations
- Fund Of Funds
- Equities
- Mutual Funds
- AML
- FINRA
- Asset Management
- Corporate Governance
- Series 24
- Private Equity
- Investment Banking
- Due Diligence
- Venture Capital
- Mergers and Acquisitions
- Options
- Series 7
- Securities
- Hedge Funds
- Financial Structuring
- Financial Markets
Steven Goldstein Summary
- Steven Goldstein, based in Westport, CT, US, is currently a Chief Financial Officer at Cauldwell Wingate. Steven Goldstein brings experience from previous roles at Sailrock Consulting Group, LLC, The Pace Companies, StructureTech New York, Inc and Grassi & Co.. Steven Goldstein holds a 1980 - 1984 BS in Accounting @ University of Maryland College Park. With a robust skill set that includes Alternative Investments, Series 63, Fixed Income, Corporate Finance, Securities Regulation and more. Steven Goldstein has 3 emails and 6 mobile phone numbers on RocketReach.
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