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William Gottfried Location
Chicago, IL, US
William Gottfried Work
Financial Advisor @ (July 2026 - Present)
Sr. Client Service Associate @ (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 (Bachelor’s Degree, History - Major, Economics - Minor)
2012-2016
Miami University
(Bachelor of Arts, HISTORY)
2012-2016
Chagrin Falls High School
High School (High School)
2008-2012
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 Bachelor’s Degree, History - Major, Economics - Minor @ Miami University. William Gottfried has 4 emails and 1 mobile phone numbers on RocketReach.
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