Michael C. Goldman
Vice President, Advisor @EP Wealth Advisors
Portland, ME, US
EMAILS
MOBILE NUMBERS
+91 *********19
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WORK HISTORY
Nov 2024 — Present
Vice President, Advisor @EP Wealth Advisors
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Falmouth, ME, US
SKILLS
Performance ManagementLeadership DevelopmentInvestment AdvisoryData AnalysisOrganizational DevelopmentPsychologyFinancial CoachingSmall BusinessChange ManagementResearchSuccession PlanningExecutive CoachingInsuranceStrategic PlanningPersonal Financial PlanningCoachingManagement ConsultingRetirement PlanningCollege Funding StrategiesTalent ManagementBehavioral Finance
ABOUT MICHAEL C. GOLDMAN
Financial life planner with a background in business psychology and a passion for venture…
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