David Goldberg
Product Strategy & Development I Retirement & Wealth Management Distribution & Solutions I Investment Management I Market Research & Analysis I Product Management I Advisor Solutions
- Role
- Product Development In-plan Retirement Income Solutions Implementation Lead at Corebridge Financial
- Location
- Brooklyn, NY, US
- LinkedIn followers
- 500 followers
About David Goldberg
Proven financial services leader possessing full lifecycle expertise with a successful track record of developing and delivering innovative, cost effective solutions. Collaborative partner and accomplished leader and mentor with the ability to research, develop and launch consensus-driven investment and product solutions targeting both institutional and advisor clients. I can be contacted at: d••••••••@gmail.comSpecialties: • Product Development, Enhancement and Positioning • Product Strategy/Product Road Map Development, Execution and Measurement• Full lifecycle product launch - multiple structures (ETF, Collective Funds, SMA, Private Funds)• Product Management• Business Case Analysis• Distribution Channel, Model, Operational and Platform (Retirement and Retail) Expertise• Investment Management – Alternatives, Hedge Funds• Market Research and Analysis• Performance Analytics• Manager Research and Due Diligence• Relationship Management• Customer Experience and Engagement• Customer Experience and Engagement• Retirement Income Solutions• Managed Advice Solutions Security Licenses: • Series 7, 63, 65
Experience
Product Development In-plan Retirement Income Solutions Implementation Lead
Jul 2022 — Present
Education
University of Maryland
BA, English/Political Science
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