Brenda L Goltz from 6231 Riverwalk Ln UNIT 2, Jupiter, FL 33458, age 43, Phone: (561)4206095

Brenda Goltz Phones & Addresses

6231 Riverwalk Ln UNIT 2, Jupiter, FL 33458 • (561)4206095
Tequesta, FL
West Palm Bch, FL
Sunrise, FL
Ypsilanti, MI

Work

Company:

Cadily
Aug 2017
Position:

Co-founder

Education

School / High School:

College For Financial Planning
2014 to 2016

Skills

Wealth Management • Securities • Investments • Investment Management • Mutual Funds • Portfolio Management • Alternative Investments • Retirement Planning • Series 7 • Estate Planning • Asset Allocation • Financial Services • Private Banking • Wealth Management Services • Hedge Funds • Asset Management • Wealth • Trust Management • Ctfa • Series 66

Ranks

Certificate:

Certified Trust and Financial Advisor

Industries

Financial Services

Resumes

Vice President

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Location:

6231 Riverwalk Ln, Jupiter, FL 33458

Industry:

Financial Services

Work:

Cadily
Co-Founder
Goldman Sachs
Vice President
Bny Mellon Wealth Management May 2010 - Oct 2014
Associate - Assistant Portfolio Officer
Metlife Jan 1, 2008 - May 1, 2010
Financial Services Representative and Client Associate
Rjs Appraisal and Taylor Made Appraisals Sep 2006 - May 2009
Registered Trainee Appraiser

Education:

College For Financial Planning 2014 - 2016
College For Financial Planning 2014 - 2014
Florida Trust and Wealth Management School 2012 - 2012
Palm Beach Atlantic University 2010 - 2012
Master of Business Administration, Masters, Business Florida Atlantic University 2004 - 2007
Bachelors, Bachelor of Arts, Real Estate, Finance

Skills:

Wealth Management
Securities
Investments
Investment Management
Mutual Funds
Portfolio Management
Alternative Investments
Retirement Planning
Series 7
Estate Planning
Asset Allocation
Financial Services
Private Banking
Wealth Management Services
Hedge Funds
Asset Management
Wealth
Trust Management
Ctfa
Series 66

Certifications:

Certified Trust and Financial Advisor
Series 7
Series 66
Certified Trust and Finacial Advisor
License Crd #5452815
License Crd#5452815: Per Rule 1070(D), May Be Reinstated By Waiver Without Reexamination
Certified Trust and Financial Advisor Candidate - Exam Date Scheduled 9/2014