Asha Tangri Goldstein

Partner - Wealth Advisor

Since 2018, Asha Tangri Goldstein has been working in Vivaldi Capital Management situated 226, 226. This person is a competent Partner - Wealth Advisor with over 15 years of work experience. According to Asha's CV and work profile, Asha has worked at more than five companies with numerous backgrounds and gained different skills. Asha attended school at the Southern Illinois University, Carbondale. This person has professional certification as Certified Financial Planner™ Designation and Life, Health, & Variable Contracts Producer Licenses and this person has studied Polish. Asha Tangri Goldstein can be found in Chicago, Illinois – where this professional is currently located. You can search for the professional's email address and number. We can also provide you exhaustive contact information upon request.
Name variants:
Asha Goldstein
Last updated Jul 02, 2024

Contact Information

Last Update
Jul 14, 2022
Email
as**@yahoo.com
Location
Chicago, IL

Workplace

Vivaldi Capital Management, LLC
Partner - Wealth Advisor

Winnetka, IL

Industry

Investment Management

Work History

Partner - Wealth Advisor

225 west Wacker Dr Suite #2100, Chicago, IL
I am a trusted advisor serving the investment needs of my clients. I work closely with attorneys, accountants and other professionals to provide a greater depth of service to clients. Doing ...
from Dec 2018

Principal and Investment Advisor

120 south La Salle St, Chicago, IL 60602
I am a trusted advisor serving the investment needs of my clients. I work closely with attorneys, accountants and other professionals to provide a greater depth of service to clients. Doing ...
Jul 2011 — Dec 2018

Vice President

388 Greenwich St, New York, NY 10013
Mar 2007 — Jul 2011

Assistant Vice President

388 Greenwich St, New York, NY 10013
May 2005 — Mar 2007

Client Financial Analyst

388 Greenwich St, New York, NY 10013
Jun 2003 — May 2005

Occupations

Executive
Partner
Advisor
Financial Broker
Certified Financial Planner
Professor
School Principal
Chief Executive
Puchasing and Estimating Manager
Financial Manager
School Administrator
Educational Manager

Skills

Investments
Wealth Management
Finance
Investment Advisory
Portfolio Management
Alternative Investments
Asset Management
Banking
Asset Allocation
Hedge Funds
Investment Management
High Net Worth Individuals
Financial Planning
Fixed Income
Strategic Financial Planning
Due Diligence
Management
Financial Services
Wealth Management Services
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