Cliff Goldstein

Cliff Goldstein Email and Phone Number

Director of Partnerships, Personal Loans @ QuinStreet
New York, NY, US
Cliff Goldstein's Location
New York City Metropolitan Area, United States, United States
Cliff Goldstein's Contact Details
About Cliff Goldstein

Currently building Upstate Hiking into the premier hiking guide service in New York's Hudson Valley and Catskills regions. We help everyone from individuals to large corporate groups safely and confidently explore the best of Upstate.We offer a variety of experiences in the mountains that can be customized for all skill levels - so whether a group wants to tackle a challenging climb, explore incredible waterfalls or just push a bit outside their normal comfort zone as part of a team-building or wedding weekend event, we guide them on just the right adventure (and take the photos to prove it!).I previously worked at a number of financial technology startups, most recently leading ecosystem partnerships at Mercury, the world's best banking stack for startups, and partnerships at Secfi, where we provided startups and their employees with education and financing to get the most value out of their equity.Prior to that I was a director at Upgrade, where we combined consumer credit with free credit education tools to help people understand their credit potential and achieve more affordable credit in the long run, and held various business development and partnerships roles over the course of 5 years at NerdWallet after joining as employee #30.Many moons ago I also worked as the lead portfolio analyst on a $10B+ team in the Private Wealth Management division at Goldman Sachs and graduated from Georgetown University's Walsh School of Foreign Service, where I majored in International Economics.

Cliff Goldstein's Current Company Details
QuinStreet

Quinstreet

View
Director of Partnerships, Personal Loans
New York, NY, US
Website:
quinstreet.com
Employees:
1030
Cliff Goldstein Work Experience Details
  • Quinstreet
    Director Of Partnerships, Personal Loans
    Quinstreet
    New York, Ny, Us
  • Upstate Hiking
    Licensed Trail Guide, Photographer And Wilderness First Responder
    Upstate Hiking
    New York, Ny, Us
  • Piaule
    Bartender
    Piaule Aug 2024 - Present
    Catskill, New York, Us
    Thanks to the teams at Piaule and Wylder for letting me fulfill a long-time curiosity. Come find me a couple days a week slinging craft cocktails behind the bar.
  • Upstate Hiking
    Licensed Trail Guide
    Upstate Hiking Feb 2024 - Present
    I recently joined forces with my partner to grow Upstate Hiking into the premier outdoor guiding service in the Hudson Valley and Catskill regions. We enable visitors to safely and confidently explore the best of Upstate's natural wonders.We specialize in designing engaging and adventurous outings for corporate groups and events, so that your employees or guests can connect in new ways through outdoor exploration.All experiences are customized to the collective skill level of the group and include a licensed guide and adventure photographer. So whether you want to tackle a challenging climb, explore incredible waterfalls or just push a bit outside your comfort zone as part of a team-building event, wedding weekend, or fun group outing, we'll design just the right adventure (and send you home with the photos to prove it!).Reach out if you're looking to bring your team or group together for a unique and rewarding experience in the mountains, whether it be as a day trip from the NY metro area or as part of a weekend/corporate retreat to the region.
  • Cfp Board
    Cfp Candidate
    Cfp Board May 2023 - Apr 2024
    Washington, Dc, Us
  • Financial Planning Association (Fpa)
    Financial Planning Externship
    Financial Planning Association (Fpa) Jun 2023 - Aug 2023
    Denver, Colorado, Us
  • Mercury
    Head Of Ecosystem Partnerships
    Mercury Dec 2022 - May 2023
    San Francisco, Ca, Us
    Partnering with companies and organizations of all sizes to improve and simplify entrepreneurs' financial lives
  • Career Break
    Personal Goal Pursuit
    Career Break Feb 2022 - Nov 2022
    Taking some time to travel before exploring new opportunities. Open to part-time remote consulting opportunities in fintech partnerships and business development.
  • Secfi
    Vp, Partnerships
    Secfi Nov 2019 - Feb 2022
    San Francisco, California, Us
    Working with C-level executives of mid- and late-stage startups to help them and their employees understand and maximize the value of their equity.
  • Bright Funds
    Advisor
    Bright Funds 2012 - 2022
    Oakland, California(Ca), Us
    Bright Funds is an innovative platform that empowers people to make and manage financial contributions to the causes they care about. I served as Bright Funds' interim Head of Business Development when the company first launched in 2012, and I am now an advisor and member of the board of their non-profit arm.Check us out at www.brightfunds.org
  • Upgrade, Inc.
    Director Of Partnerships
    Upgrade, Inc. Jan 2018 - Oct 2019
    San Francisco, California, Us
    Upgrade is a consumer credit platform that combines personal loans with free credit monitoring, helping people secure more affordable credit in the long run.
  • Nerdwallet
    Business Development, Lending Partnerships
    Nerdwallet Aug 2016 - Dec 2017
    San Francisco, California, Us
    Managed personal and small business loans marketplaces
  • Nerdwallet
    Gm, Head Of Ask An Advisor
    Nerdwallet Jul 2015 - Jul 2016
    San Francisco, California, Us
    NerdWallet is a consumer-focused website dedicated to helping people make better, more informed financial decisions. I led NerdWallet's Ask an Advisor team, while also handling business development and partnerships for the platform.Ask an Advisor has been featured in FA Magazine, Investment News, CNBC, RIABiz and many other media outlets. We were also highlighted by Barron's as one of the top places to find a financial advisor online.
  • Nerdwallet
    Senior Associate, Business Development & Partnerships
    Nerdwallet Jul 2014 - Jun 2015
    San Francisco, California, Us
  • Nerdwallet
    Strategy Associate
    Nerdwallet Jan 2013 - Jun 2014
    San Francisco, California, Us
  • Goldman Sachs
    Financial Investment Professional
    Goldman Sachs 2010 - 2012
    New York, New York, Us
    Led a team of four analysts on a 12-person wealth management team overseeing more than $10 billion of institutional and private assets. Constructed portfolios based on asset allocation models, performed due diligence of investment managers and led communications for current client base.
  • Credit Suisse
    Equity Analyst
    Credit Suisse 2008 - 2009
    Zurich, Ch
  • Capital Educators
    Sat Writing Instructor
    Capital Educators Jan 2005 - Dec 2007
    Rockville, Maryland, Us
  • Credit Suisse
    Equity Sales & Trading Summer Analyst
    Credit Suisse Jun 2007 - Aug 2007
    Zurich, Ch
  • U.S. Chamber Of Commerce
    Brazil-U.S. Business Council
    U.S. Chamber Of Commerce Jan 2007 - May 2007
    Washington, Dc, Us

Cliff Goldstein Skills

Portfolio Management Strategy Finance Venture Capital Investment Management Business Development Alternative Investments Mutual Funds Trading Derivatives Asset Allocation Fundraising Economics Series 7 Strategic Partnerships

Cliff Goldstein Education Details

  • Georgetown University
    Georgetown University
    International Economics; Honors Certificate In International Business Diplomacy
  • New York University
    New York University
    Certificate In Financial Planning
  • Pontifícia Universidade Católica De São Paulo
    Pontifícia Universidade Católica De São Paulo
    Economics
  • Nols
    Nols
    Environmental Studies
  • San Francisco University High School
    San Francisco University High School

Frequently Asked Questions about Cliff Goldstein

What company does Cliff Goldstein work for?

Cliff Goldstein works for Quinstreet

What is Cliff Goldstein's role at the current company?

Cliff Goldstein's current role is Director of Partnerships, Personal Loans.

What is Cliff Goldstein's email address?

Cliff Goldstein's email address is cl****@****ail.com

What is Cliff Goldstein's direct phone number?

Cliff Goldstein's direct phone number is +141554*****

What schools did Cliff Goldstein attend?

Cliff Goldstein attended Georgetown University, New York University, Pontifícia Universidade Católica De São Paulo, Nols, San Francisco University High School.

What are some of Cliff Goldstein's interests?

Cliff Goldstein has interest in Goldman Sachs, San Francisco University High School, Economic Empowerment, Cord Blood Registry, Environment, San Francisco Giants, Cycling, Bright Funds, Mission Cycling.

What skills is Cliff Goldstein known for?

Cliff Goldstein has skills like Portfolio Management, Strategy, Finance, Venture Capital, Investment Management, Business Development, Alternative Investments, Mutual Funds, Trading, Derivatives, Asset Allocation, Fundraising.

Who are Cliff Goldstein's colleagues?

Cliff Goldstein's colleagues are Rohan Mandhare, Rahul Sutar, Ashley Smith, Anneke S., Rahul Kumar, Norma Briseño, Nicki Lin.

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