Josh Goldstein
About Josh Goldstein
Josh Goldstein is a CFO with extensive experience in financial executive roles for emerging growth companies across various sectors, including SaaS and e-commerce. He also serves as a lecturer and advisor in finance-related programs at Georgia State University.
Work at Treegoat
Josh Goldstein holds the position of Chief Financial Officer (CFO) at Treegoat. In this role, he oversees the financial operations of the company, focusing on strategic financial planning and management. His experience in financial executive roles for emerging growth companies supports Treegoat's objectives in navigating the financial landscape.
Education and Expertise
Josh Goldstein serves as a lecturer for a portfolio management class, sharing his expertise in finance with students. His academic involvement complements his extensive professional background in finance, particularly in sectors such as SaaS, digital advertising, e-commerce, and online education.
Background
Josh Goldstein has a background as a buy side equity analyst at Invesco, where he focused on the internet and technology sectors. This experience has equipped him with a deep understanding of market dynamics and investment strategies, which he applies in his current role.
Achievements in Financial Strategy
Goldstein has significant experience in fundraising, capital structure, budgeting, and financial strategy. His expertise in these areas has been instrumental in guiding companies through various financial challenges and opportunities.
Advisory Role at Georgia State University
In addition to his professional responsibilities, Josh Goldstein advises at Georgia State University for the student-run endowment investment class. This role allows him to mentor students and contribute to their practical understanding of investment management.