Senior Associate
CurrentJoined Goldman Sachs through the acquisition of NextCapital in August 2022.
Aug 2022 - Present
AeroLeads people directory · profile
Joe Kuschman, Cfp® Email & Phone Number
Senior Associate at Goldman Sachs
at
Goldman Sachs
1 work email found
@gs.com
3 phones found area 815
LinkedIn matched
4 data sources
Profile completeness 100%
Current company
Role
Senior Associate at Goldman Sachs
Location
Chicago, Illinois, United States
Company size
Who is Joe Kuschman, Cfp®? Overview
A concise factual answer block for searchers comparing this professional profile.
Quick answer
Joe Kuschman, Cfp® is listed as Senior Associate at Goldman Sachs at Goldman Sachs, a company with 59372 employees, based in Chicago, Illinois, United States. AeroLeads shows a work email signal at gs.com, phone signal with area code 815, and a matched LinkedIn profile for Joe Kuschman, Cfp®.
Joe Kuschman, Cfp® previously worked as Senior Associate at Goldman Sachs and Investment Advisor, Managed Advice at Nextcapital. Joe Kuschman, Cfp® holds Bachelor'S Degree, Financial Planning And Services from Olivet Nazarene University.
Company email context
Email format at Goldman Sachs
This section adds company-level context without repeating Joe Kuschman, Cfp®'s masked contact details.
*@gs.com
68% confidence
AeroLeads found 1 current-domain work email signal for Joe Kuschman, Cfp®. Compare company email patterns before reaching out.
Profile bio
About Joe Kuschman, Cfp®
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
Listed skills include Public Speaking, Teamwork, Microsoft Office, Microsoft Excel, and 15 others.
Current workplace
Joe Kuschman, Cfp®'s current company
Company context helps verify the profile and gives searchers a useful next step.
Goldman Sachs
9 roles
Joe Kuschman, Cfp® work experience
A career timeline built from the work history available for this profile.
Investment Advisor, Managed Advice
Jul 2021 - Aug 2022
Client Operations Analyst
NextCapital is the leader in enterprise digital advice. NextCapital partners with world-class institutions to deliver personalized planning and managed accounts to individualinvestors across multiple channels, including 401(k), IRA, and taxable brokerage accounts. Our open-architecture digital advice solution provides integrated account aggregation.
Mar 2019 - Aug 2022
Client Service Associate
Assist in preparing financial plans delivered to prospects and deliver exceptional service to current clients. Clients included investors, advisors, and 401k plan sponsors. Extensive work in Morningstar, MoneyGuidePro, Salesforce, Tamarac, and Junxure. Wealth Enhancement Group is an independent financial planning firm with a team approach to comprehensive.
Jul 2017 - Feb 2019
Student Supervisor
Oversee 8-10 employees at any given timeAssist with preparing and setting up for student eventsResponsible resolving for issues and disputes as they arise
Aug 2015 - May 2017
Office Of The President Student Associate
Apr 2014 - May 2017
Intern
Participated in the onboarding process of new clients by assisting in preparing the deliverables for the Second Opinion meeting, which includes a total financial review of tax, estate, education, retirement income, investment, and insurance planning
Apr 2016 - Aug 2016
Business Development Intern
Catalyst Innovation Center
Contributed to the creation of the Catalyst Innovation Center by:Creating templates for financial statementsPerforming Market Research to construct a business plan for an addition to the CenterPromoting avenues for student involvement in EntrepreneurshipExploring Community Involvement opportunitiesConnecting with local business owners to identify needs
May 2015 - Aug 2015
Financial Planning Intern
May 2014 - Aug 2014
Team & coworkers
Colleagues at Goldman Sachs
Other employees you can reach at goldmansachs.com. View company contacts for 59372 employees →
ID
Ishani Das
Colleague at Goldman Sachs
Bengaluru, Karnataka, India, India
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SL
Stacy Lingamfelter
Colleague at Goldman Sachs
New York, New York, United States, United States
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BM
Brian. Mullins
Colleague at Goldman Sachs
Stamford, Connecticut, United States, United States
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JB
Julien Blouin
Colleague at Goldman Sachs
San Francisco, California, United States, United States
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YH
Yash Hirpara
Colleague at Goldman Sachs
Salt Lake City, Utah, United States, United States
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VT
Vishnu Teja
Colleague at Goldman Sachs
Kurnool, Andhra Pradesh, India, India
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KS
Karla Sofia Perez
Colleague at Goldman Sachs
Miami, Florida, United States, United States
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AA
Aashtha Anshu
Colleague at Goldman Sachs
Bengaluru, Karnataka, India, India
View →
AJ
Ashwati Jayakrishnan
Colleague at Goldman Sachs
Birmingham, England, United Kingdom, United Kingdom
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TW
Tim W.
Colleague at Goldman Sachs
Singapore, Singapore, Singapore
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Ishani Das
Colleague at Goldman Sachs
Bengaluru, Karnataka, India, India
View →
SL
Stacy Lingamfelter
Colleague at Goldman Sachs
New York, New York, United States, United States
View →
BM
Brian. Mullins
Colleague at Goldman Sachs
Stamford, Connecticut, United States, United States
View →
JB
Julien Blouin
Colleague at Goldman Sachs
San Francisco, California, United States, United States
View →
YH
Yash Hirpara
Colleague at Goldman Sachs
Salt Lake City, Utah, United States, United States
View →
VT
Vishnu Teja
Colleague at Goldman Sachs
Kurnool, Andhra Pradesh, India, India
View →
KS
Karla Sofia Perez
Colleague at Goldman Sachs
Miami, Florida, United States, United States
View →
AA
Aashtha Anshu
Colleague at Goldman Sachs
Bengaluru, Karnataka, India, India
View →
AJ
Ashwati Jayakrishnan
Colleague at Goldman Sachs
Birmingham, England, United Kingdom, United Kingdom
View →
TW
Tim W.
Colleague at Goldman Sachs
Singapore, Singapore, Singapore
View →
2 education records
Joe Kuschman, Cfp® education
Bachelor'S Degree, Financial Planning And Services
Education record
Cornerstone Christian Academy
FAQ
Frequently asked questions about Joe Kuschman, Cfp®
Quick answers generated from the profile data available on this page.
What company does Joe Kuschman, Cfp® work for?
Joe Kuschman, Cfp® works for Goldman Sachs.
What is Joe Kuschman, Cfp®'s role at Goldman Sachs?
Joe Kuschman, Cfp® is listed as Senior Associate at Goldman Sachs at Goldman Sachs.
What is Joe Kuschman, Cfp®'s email address?
AeroLeads has found 1 work email signal at @gs.com for Joe Kuschman, Cfp® at Goldman Sachs.
What is Joe Kuschman, Cfp®'s phone number?
AeroLeads has found 3 phone signal(s) with area code 815 for Joe Kuschman, Cfp® at Goldman Sachs.
Where is Joe Kuschman, Cfp® based?
Joe Kuschman, Cfp® is based in Chicago, Illinois, United States while working with Goldman Sachs.
What companies has Joe Kuschman, Cfp® worked for?
Joe Kuschman, Cfp® has worked for Goldman Sachs, Nextcapital, Wealth Enhancement Group, Olivet Nazarene University, and Catalyst Innovation Center.
Who are Joe Kuschman, Cfp®'s colleagues at Goldman Sachs?
Joe Kuschman, Cfp®'s colleagues at Goldman Sachs include Ishani Das, Stacy Lingamfelter, Brian. Mullins, Julien Blouin, and Yash Hirpara.
How can I contact Joe Kuschman, Cfp®?
You can use AeroLeads to view verified contact signals for Joe Kuschman, Cfp® at Goldman Sachs, including work email, phone, and LinkedIn data when available.
What schools did Joe Kuschman, Cfp® attend?
Joe Kuschman, Cfp® holds Bachelor'S Degree, Financial Planning And Services from Olivet Nazarene University.
What skills is Joe Kuschman, Cfp® known for?
Joe Kuschman, Cfp® is listed with skills including Public Speaking, Teamwork, Microsoft Office, Microsoft Excel, Marketing, Interpersonal Skill, Event Planning, and Leadership.
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