Joseph Goldberg is a skilled expert, who works in Nylife Securities main office of which is in 4. on the position of Financial Services Professional from 2018. Joseph has earned professional experience in more than eight positions at different companies. Joseph Goldberg went to the University of Denver - Daniels College of Business and received education from 2008 to 2009. Joseph has such professional qualifications as Chartered Financial Consultant (Chfc). Denver, Colorado is the city, where the professional was lastly known to settle. This person's phone and email can be accessed through SoftwareOfficial on demand.
Name variants:
Jozeph Goldberg,
Joe Goldberg,
Joey Goldberg,
Jo Goldberg,
Jos Goldberg,
Jody Goldberg,
Guiseppe Goldberg,
Sepp Goldberg
Last updated May 28, 2024
Contact Information
Last Update
Feb 1, 2016
Email
jo**@gmail.com, jo**@aig.com, jo**@gmail.com
Location
Denver, CO
Company
Workplace
Colleagues
Work History
Financial Services Professional
New York, NY
Registered Representative offering securities products and services through NYLIFE Securities LLC. (Member FINRA/SIPC), A Licensed Insurance Agency.
from Jun 2018
Licensed Agent
51 Madison Ave, New York, NY 10010
Agent licensed to sell insurance through New York Life Insurance Company.
from May 2018
Senior Risk Analyst, Enterprise Risk Management
175 Water St, New York, NY 10038
Act as a subject matter expert for ERM on company-wide projects from a credit risk business, technological and operational perspective, regularly liaising between AIG operations, credit and...
Nov 2015 — Dec 2017
Financial Analyst, Global Banking
420 Montgomery St, San Francisco, CA 94129
Prepared underwriting packages for new corporate obligors ranging in size from small-cap to large-cap across various industries including retail, commodity trading, and product manufacturin...
Nov 2013 — Jul 2015
Credit Analyst, Denver Loan Center
420 Montgomery St, San Francisco, CA 94129
Accurately spread financial statements for different businesses lines including Healthcare, Agriculture, and Global Banking
Monitored reporting covenants and tested financial covenants to ...
Nov 2011 — Oct 2013
Financial Analyst
12612 west Alameda Pkwy, Lakewood, CO 80228
Maintained company’s two-year model, changing base case assumptions and projections as required based on internal results, competitive landscape, and analysis of industry metrics
Prepared ...
Sep 2009 — Nov 2011
Education
2007 — 2007
2004 — 2009
2004 — 2009
Occupations
Accountant
Credit Analyst
Finance and Accounting Specialist
Financial Analyst
Loan Accountant
Accounting Bookkeeper
Bookkeeper
Skills
Team Building
Investments
Risk Management
Time Management
Leadership
Life and Health Insurance Licenses
Business Planning
Estate Planning
Retirement Planning
Wealth Accumulation
Communication
Mutual Funds
Variable Annuities
Financial Analysis
Microsoft Office
Accounting
Sales
Tax
Finance
Financial Reporting
Corporate Finance
Forecasting
Financial Modeling
Sap
Valuation
Account Reconciliation
Banking
Portfolio Management
Analysis
Business Analysis
Business Strategy
Access
Spanish
Negotiation
Auditing
Powerpoint
Microsoft Word
Quickbooks
Data Analysis
Marketing
Process Improvement
Gaap
Inventory Management
Accounts Payable
Business Development
Retail
Public Speaking
Sarbanes Oxley Act
Cross Functional Team Leadership
Internal Controls
Research
Customer Service
Team Leadership
Training
Animal Husbandry
Management
Microsoft Excel
Outlook
FAQs about Joseph Goldberg
What's the main profession of Joseph Goldberg?
Joseph is a Financial Services Professional.
What jobs is Joseph proficient at at?
The expert is proficient at such jobs as Accountant and Credit Analyst.
Where does Joseph Goldberg live?
Joseph Goldberg lives in Denver, Colorado.
Does Joseph Goldberg have the email address?
jo**@gmail.com and jo**@aig.com is Joseph Goldberg's email address.
How many companies did Joseph Goldberg work at?
Joseph Goldberg worked at eight jobs.
What education does Joseph Goldberg have?
Joseph studied at the University of Denver - Daniels College of Business from 2008 to 2009.
Are there any certifications Joseph Goldberg has?
Joseph received the following certifications: Chartered Financial Consultant (Chfc).
Are there any special industries, that Joseph Goldberg is connected to?
Joseph works in Financial Services industry.