We found the following information about Scott Goldberg at Ridgeworth Investments, where Scott Goldberg has worked as a Senior National Accounts Manager since 2013. Scott's total work experience is over 13 years, during which time this professional had at least five jobs at different places to develop skills. Scott Goldberg studied at the Georgia State University from 2002 to 2003. Scott Goldberg has the following certificates: Cima and Caia. Scott can be found in Atlanta, Georgia – where this person is currently located. You can search for this person's contacts. We can also provide you with additional contact information upon request.
Name variants:
Scotty Goldberg
Last updated Jun 17, 2024
Contact Information
Workplace
Senior National Accounts Manager
Atlanta, GA
Industry
Investment Management, Investment Advisory Services, Investment Advisory Service
Colleagues
Work History
Senior National Accounts Manager
Hartford, CT
Develop and execute comprehensive sales plans for Banks, Insurance Companies, Retirement Record-Keepers, Fiduciary Service Providers, Turn Key Asset Management firms, and Retirement Advisors...
2013 — 2017
Senior Director - Institutional Sales
840 Newport Center Dr, Newport Beach, CA 92660
from 2017
Managing Director - National Accounts
690 Lee Rd, Wayne, PA 19087
Responsible for national account sales focused on large retirement record-keepers and broker/dealers including Merrill Lynch and LPL. Engage research analysts in consultative dialogue to pen...
2011 — 2013
Vice President - Institutional Sales
200 Clarendon St, Boston, MA 02116
Institutional sales professional representing a large multi-boutique asset management firm. Initial responsibilities focused on generating AUM through multiple channels including investment ...
Feb 2007 — Aug 2010
Vice President Institutional Sales
Senior representative selling asset management services and related products to SunTrust Bank's large corporate clients. Established successful track record of sales across full product line...
Feb 2003 — Feb 2007
Education
2002 — 2003
1989 — 1991
Occupations
Executive
Senior Director
Sales Specialist
National Accounts Manager
Lawyer
Fiduciary
Artist
Model
Subject Matter Expert
Senior Manager
Operations Manager
National Sales Assistant
Sales Representative
Trust Law Attorney
Lawyer
Skilled Professional
Skills
Mutual Funds
Alternative Investments
Asset Managment
Investments
Investment Management
Fixed Income
Equities
Investment Banking
Institutional Investments
Asset Allocation
Series 63
Wealth Management
Portfolio Management
Investment Strategies
Hedge Funds
Securities
Series 7