Directory

>

Cfp Brian Goldberg

avatar

Cfp Brian Goldberg

Regional Vice President | Great American Insurance Group

Atlanta, Georgia, United States

View contact details (it's free)

Cfp Brian Goldberg

Summary

Brian Goldberg is a seasoned financial professional with a robust background in sales and wealth management. Currently serving as a Regional Sales Manager at Mass Mutual Ascend, he specializes in asset allocation and strategic financial planning. With over a decade of experience across various prestigious financial institutions, including Wells Fargo and UBS, Brian has honed his expertise in retirement planning and insurance products. He holds both an MBA and a Bachelor's degree in Finance from Florida State University, underscoring his strong academic foundation. Brian's commitment to client success is evident in his extensive knowledge of investment strategies and risk management. His adaptability in the fast-paced finance industry has enabled him to thrive in diverse roles, from financial advisor to regional vice president. Outside of work, he is passionate about sharing insights on wealth management with peers and clients alike.

General

Generalist

Technical Background

Leadership Experience

Long-Term Tenure

Professional interests

Industry-specific interests

Leadership Development

Innovation

Organisational experience

Corporate Experience

Cfp Brian Goldberg

Work Experience

company logo

Regional Vice President at

Massmutual Ascend Life Insurance Company

October 2022 - Present

company logo

Regional Sales Manager/External Wholesaler AL, GA & TN at

Great American Insurance Group

July 2015 - Present

company logo

Internal Retirement Consultant at

Wells Fargo & Company

June 2014 - July 2015

company logo

Private Banker at

Wells Fargo & Company

November 2012 - June 2014

company logo

Certified Financial Planner ™ at

UBS Group AG

January 2009 - November 2012

company logo

Financial Advisor at

Wells Fargo Advisors

October 2006 - January 2009

Logos provided by Logo.dev

Cfp Brian Goldberg

Education

Florida State University - College of Business, Mba

January 2005 - January 2006

Florida State University, Bs

January 2000 - January 2004

Frequently Asked Questions about Cfp Brian Goldberg

What is Cfp Brian Goldberg email address?

Cfp Brian Goldberg's primary email address is *********@gaig.com. To view the full verified email and additional contact details, sign up for free with Muraena.

What company does Cfp Brian Goldberg work for?

Cfp Brian Goldberg is a Regional Vice President at Great American Insurance Group.

Where Cfp Brian Goldberg graduated from?

Cfp Brian Goldberg holds a degree in Finance And Real Estate Development from Florida State University - College of Business.

How can I directly contact Cfp Brian Goldberg?

To contact Cfp Brian Goldberg directly, you can use the email address *********@gaig.com. Complete contact information is available upon registration with Muraena.

Who is Cfp Brian Goldberg?

Brian Goldberg is a seasoned financial professional with a robust background in sales and wealth management. Currently serving as a Regional Sales Manager at Mass Mutual Ascend, he specializes in asset allocation and strategic financial planning. With over a decade of experience across various prestigious financial institutions, including Wells Fargo and UBS, Brian has honed his expertise in retirement planning and insurance products. He holds both an MBA and a Bachelor's degree in Finance from Florida State University, underscoring his strong academic foundation. Brian's commitment to client success is evident in his extensive knowledge of investment strategies and risk management. His adaptability in the fast-paced finance industry has enabled him to thrive in diverse roles, from financial advisor to regional vice president. Outside of work, he is passionate about sharing insights on wealth management with peers and clients alike.

Cfp`s contact details

mail

*********@gaig.com

Colleagues

avatar
Arthur Sieder

Board of Directors Deputy Chair

avatar
Benson Latham

Senior Vice President, Crop Division

avatar
Glenn Smith Cpcu Csp Cfps Arm Msie

Divisional Vice President

avatar
Gaurav Puri

Vice President, Emerging Technologies, Data Strategy & Architecture

Greg Witzgall

Divisional Vice President

avatar
Rebecca Gumley

Regional Vice President of Sales

avatar
Susan Price

Divisional Vice President of Sales

Roeder Steve

Divisional Vice President

avatar
Roseanne Debellis

Divisional Vice President, Professional Liability

avatar
Linda Diorio

Vice President, Specialty Construction

View Contact details (it's free)
Request Profile Removal