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Brett Goldstein
Brett Goldstein
Senior Vice President of Wealth Management | Vanderbilt Financial Group
New York, United States
Brett Goldstein
Summary
Brett Goldstein is a seasoned financial services professional with nearly two decades of experience, currently serving as the Senior Vice President of Wealth Management at Vanderbilt Financial Group. His expertise lies in asset allocation, risk management, and relationship management, particularly within fixed income and tax-advantaged strategies. Brett distinguishes himself through his commitment to building strong personal relationships with clients, ensuring that their financial goals are met with tailored strategies. He holds an M.B.A. in International Business from Quinnipiac University, which complements his extensive practical knowledge in the industry. Brett's career path includes significant roles at notable firms such as UBS Financial Services and Oppenheimer, showcasing his deep-rooted expertise in wealth management. He is passionate about financial planning and believes it should be accessible to everyone. His leadership in the financial sector reflects a dedication to both client success and industry innovation.
Brett Goldstein
Work Experience
Senior Vice President of Wealth Management at
Vanderbilt Financial Group
April 2019 - Present
Senior Vice President - Wealth Management at
UBS Group AG
February 2009 - April 2019
Senior Vice President at
Crystal Bay Cafe
January 2003 - January 2009
Senior Vice President at
CIBC Capital Markets
October 1998 - January 2003
Brett Goldstein
Education
Quinnipiac University, M.B.A.
Frequently Asked Questions about Brett Goldstein
What is Brett Goldstein email address?
Brett Goldstein's primary email address is **********@vanderbiltsecurities.com. To view the full verified email and additional contact details, sign up for free with Muraena.
What company does Brett Goldstein work for?
Brett Goldstein is a Senior Vice President of Wealth Management at Vanderbilt Financial Group, a company specializing in Functions related to depository banking.
Where Brett Goldstein graduated from?
Brett Goldstein holds a degree in International Business from Quinnipiac University.
How can I directly contact Brett Goldstein?
To contact Brett Goldstein directly, you can use the email address **********@vanderbiltsecurities.com. Complete contact information is available upon registration with Muraena.
Who is Brett Goldstein?
Brett Goldstein is a seasoned financial services professional with nearly two decades of experience, currently serving as the Senior Vice President of Wealth Management at Vanderbilt Financial Group. His expertise lies in asset allocation, risk management, and relationship management, particularly within fixed income and tax-advantaged strategies. Brett distinguishes himself through his commitment to building strong personal relationships with clients, ensuring that their financial goals are met with tailored strategies. He holds an M.B.A. in International Business from Quinnipiac University, which complements his extensive practical knowledge in the industry. Brett's career path includes significant roles at notable firms such as UBS Financial Services and Oppenheimer, showcasing his deep-rooted expertise in wealth management. He is passionate about financial planning and believes it should be accessible to everyone. His leadership in the financial sector reflects a dedication to both client success and industry innovation.
Brett`s contact details
**********@vanderbiltsecurities.com
**********@joinvanderbilt.com
Colleagues
President
Chief Operating Officer
Wealth Manager, Senior Vice President
Chief Executive Officer
Vice President
Senior Vice President