William Gottfried Email & Phone Number
Financial Advisor @ Goldstone Financial Group
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William Gottfried Location
- Chicago, IL, US
William Gottfried Work
- Financial Advisor @ (July 2026 - Present)
- Sr. Client Service Associate @ Wealth Enhancement (January 2026 - March 2026)
- Financial Advisor @ (May 2023 - November 2025)
- Financial Advisor @ (January 2023 - January 2025)
- Financial Advisor @ (October 2021 - April 2023)
- Financial Advisor @ Prudential Advisors (January 2021 - January 2023)
- Front Desk Agent, Night Audit Manager @ Courtyard by Marriott Burlington Harbor (December 2018 - March 2020)
- Night Auditor @ Westport Hospitality / Marriott Hotel (January 2018 - January 2020)
- Client Service Associate @ Jamie Turk, Inc / Stratos Wealth Partners (January 2017 - June 2018)
- Investment Analyst @ Jamie Turk, Inc. (January 2017 - January 2018)
- Summer Intern @ Jamie Turk, Inc. (May 2016 - August 2016)
- Kitchen Staff @ (June 2015 - October 2015)
- Kitchen Staff @ Gamekeeper's Tavern (January 2010 - August 2014)
- Service Agent @ (June 2012 - August 2012)
- Volunteer @ Hamlet Assisted Living, Chagrin Falls (October 2010 - December 2011)
- Volunteer @ Highbrook Lodge (June 2008 - August 2009)
William Gottfried Education
- Miami University
Bachelor’s Degree (History - Major, Economics - Minor)
2012-2016 - Miami University
Bachelor of Arts (HISTORY)
2012-2016 - Chagrin Falls High School
High School
2008-2012
William Gottfried Skills
- Account Management
- Analyst Relations
- Analytical Skills
- Analyze Information
- Audit Reports
- Business Analysis
- CRM Databases
- Client Analysis
- Client Onboarding
- Client Relations
- Communication
- Compliance Regulations
- Coordination Of Projects
- Customer Relationship Management (CRM)
- Customer Satisfaction
- Development & implementation of marketing plans
- Financial Analysis
- Financial Audits
- Financial Data Analysis
- Financial Planning Software
- Financial Services
- Guest Satisfaction
- History Education
- Internal Financial Reporting
- Interpersonal Communication
- Inventory & Pricing Controls
- Investment Analysis
- Life Insurance
- Manage Complex Projects
- Managed Servers
- Market Research
- Microsoft Office
- Microsoft PowerPoint
- Operations Process Improvement
- Organizational Effectiveness
- Receptionist Duties
- Regulatory Standards
- Service Optimization
- Service Standards
- Streamlining Operational Processes
- Team Facilitation
William Gottfried Summary
- William Gottfried, based in Chicago, IL, US, is currently a Financial Advisor at Goldstone Financial Group. William Gottfried brings experience from previous roles at Wealth Enhancement, Equitable, Equitable Advisors and Prudential Financial. William Gottfried holds a 2012 - 2016 Bachelor’s Degree in History - Major, Economics - Minor @ Miami University. With a robust skill set that includes Account Management, Analyst Relations, Analytical Skills, Analyze Information, Audit Reports and more. William Gottfried has 4 emails and 1 mobile phone numbers on RocketReach.
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