Kelly Goldman

Client Manager at Pathstone

Role
Client Manager at Pathstone
Location
Boston, MA, US
LinkedIn followers
500 followers
Customer/Client ServiceView LinkedIn profile

About Kelly Goldman

Skilled in Microsoft Word, Excel, and Powerpoint, Tamarac, Moxy, Charles River Trading, Salesforce, and more. Strong finance professional with a Master of Science in Finance and a Corporate Finance and Accounting Bachelor\'s degree from Bentley University.

Experience

  1. Client Manager

    Pathstone

    Dec 2021 — Present · Boston, MA, US

Education

  • Bentley University

    Bachelor of Science, Corporate Finance and Accounting, Law Minor

    2012 — 2015

  • Bentley College - Elkin B. McCallum Graduate School of Business

    Master of Science (M.S.), Finance, General

    2016 — 2017

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Kelly Goldman — Client Manager at Pathstone in Boston, MA, US | Unifers