Chfcâ Justin Goldman
About Chfcâ Justin Goldman
Chfcâ Justin Goldman is the Regional Director at Sei in Oaks, Pennsylvania, with extensive experience in financial advisory roles and a strong educational background in financial services.
Company
Chfcâ Justin Goldman is currently serving as the Regional Director at Sei, situated in Oaks, Pennsylvania, United States. His role includes managing regional operations and working closely with financial advisors in Upstate, Central, and Western New York. Goldman brings a wealth of experience and knowledge to his position at Sei.
Title
Chfcâ Justin Goldman holds the title of Regional Director at Sei. In this capacity, he oversees regional operations and strategy. His role involves extensive collaboration with financial advisors across New York to optimize client outcomes and regional performance.
Previous Experience
Prior to his current role, Justin Goldman worked at Manning & Napier in Fairport, New York, United States, from 1997 to 2012. Over his 15-year tenure, he held multiple significant roles, including New Business Development, Vice President, and Investment Officer. His work primarily focused on expanding business and enhancing investment strategies.
Education and Expertise
Justin Goldman has a strong educational background in financial services. He earned a Bachelor's degree in Bachelor of Arts from the University of Rochester, studying from 1993 to 1997. Additionally, he attended the College For Financial Planning from 2011 to 2012. Furthering his expertise, he also studied at The American College of Financial Services. These educational qualifications underpin his extensive knowledge and proficient handling of financial advisories.
Background
Justin Goldman has been working with financial advisors in Upstate, Central, and Western New York since 2012. With over a decade of experience in regional financial advisory roles, his expertise is well-regarded in the industry. His professional journey has been marked by significant contributions and a consistent focus on enhancing client advisory services.