Ruth D. Goldstein Email & Phone Number
@lspis.com
2 phones found area 212
LinkedIn matched
Who is Ruth D. Goldstein? Overview
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Ruth D. Goldstein is listed as President at Main Street Financial Group LLC, based in Atlanta, Georgia, United States. AeroLeads shows a work email signal at lspis.com, phone signal with area code 212, and a matched LinkedIn profile for Ruth D. Goldstein.
Ruth D. Goldstein previously worked as Financial Services Representative at Advisory Alpha and Financial Services and Insurance Marketing at Main Street Financial Group Llc. Ruth D. Goldstein holds Certified Financial Planning Curriculum, Mathematics And Computer Science from Bryant University.
Email format at Main Street Financial Group LLC
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AeroLeads found 1 current-domain work email signal for Ruth D. Goldstein. Compare company email patterns before reaching out.
About Ruth D. Goldstein
Ruth Goldstein, Managing Partner of Mainstreet Financial Group LLC in Atlanta, is a 20-year veteran of the financial and insurance services industry. She is a Financial Advisor offering investment advisory services through Advisory Alpha, LLC, a SEC registered investment adviser. She specializes in Financial Investments and Planning for individuals and small businesses.She has B.A. degree in Business Administration and Marketing from AIU In Chicago, IL, is a candidate for the CFP® certification and is A Chartered Federal Employee Benefits Consultant℠ (ChFEBC℠). Prior to establishing her own financial services firm, Ruth worked in Business, Marketing Development and recruitment in Insurance and Financial services. In 2006, seeing the need for women advisors, she accepted a position at UBS Investments for their Wealth Management training program. Now, years later, Ruth has a successful firm in Atlanta, GA. She is passionate and knows that in an uncertain global economy, the right advice has never been more important in helping families have the confidence they are on track to meet their investment goals—no matter what the environment.Starting 2017, Ruth Goldstein provides retirement planning seminars in Georgia and taught retirement financial workshops at local colleges. She will meet with you for a complimentary talk at an office near you, on the phone or via Zoom. As a follow-up to the meeting, she offers a complimentary Investment Portfolio Analysis, Retirement Income Plan, and a Federal Employee benefits review for those looking for solutions. Ruth and her husband David reside in Atlanta, GA. They have eight children and fifteen grandchildren. She is an active volunteer consultant at her synagogue and community programs.
Listed skills include Internet Marketing, Social Media Marketing, Email Marketing, Insurance Prospecting, and 46 others.
Ruth D. Goldstein's current company
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Ruth D. Goldstein work experience
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Financial Services Representative
CurrentInvestment advisory and financial planning services offered through Advisory Alpha, LLC, a Registered Investment Advisor. Insurance, Consulting, and Education services offered through Mainstreet Financial Group. Mainstreet Financial Group is a separate and unaffiliated entity from Advisory Alpha.
President
CurrentRuth Goldstein's comprehensive wealth management services are provided with the collaboration of a wealth management team comprised of a advanced financial strategist, investment manager, the client's attorney and CPA. We take a comprehensive and integrated approach to meeting our clients’ financial, investment, estate, tax and business planning needs.
Financial Services And Insurance Marketing
CurrentConsulted with Broker-Dealers, Insurance Agencies, Financial Advisors and Insurance Agents in how to meet reach their target markets. Content development, compliance, SEO and website development. .
Investment Advisor Representative
Investment Advisor Financial Consultant
Chief Marketing Officer, Marketing Consultant
Marketing Consultant. Cape Securities was an integrated RIA clearing through Schwab; Broker Dealer with National Financial Services and Sterne Agee and Leach; and Insurance products and services platform. Developed and coordinated a well designed business, recruiting, transition team to attract investment advisors.
Director Of Business Development And Marketing
As executive director of business development, my initiative was to grow the firm's gross revenue through products, services and advisor development. Conceived and implemented corporate marketing efforts to help define, convey and promote the vision of an integrated BD and RIA Spearheaded a business program to recruit and transition advisors as a result, SFA grew by 27% to 99 advisors over 17 months. Average advisor GDC is $200,000+.Vetted financial products and services including Oil and Gas LPs, DPPs, REITS, Structured Products and Third Party Money ManagersEstablished an insurance brokerage division specializing in advanced financial strategies
Marketing And Business Development Consultant
Worked with the Registered Principal to attract Ultra-High Net Worth ClientsAttracted new clients and their financial portfolios ($6M-$23M)Negotiated and built an advisory council for the practice
Financial Advisor
Completed the Wealth Management Training programConducted in-depth analysis of clients' financial circumstances, current provision and future aimsBuilt financial plans best suited to individual clients' needsDesigned financial investment strategies with Third Party Money ManagersEducated prospects and clients on new and existing products and services
Executive Operations Administrator Of Business
Supervised staff, developed marketing campaigns and controlled operations for a start-up private school Implemented the mission while staying under budget with responsibility for student recruitment , fundraising, vendor negotiations, purchasing, payroll and tuition contractsAnnually developed the marketing plans targeting donors and potential parentsOversaw the guidance office in the college application process and financial aid (FAFSA)
Business Manager
Worked with a team of educators to build a college prep program for girls in Atlanta, GA. The alumni speak best for the school through their success professionally and charitable giving of time, energy and donations.
Ceo, President
Launched a direct marketing company for Insurance companies- Health, Life and Financial PlanningRecruited, hired and trained direct sales representatives in the art of prospecting, consultative selling, customer serviceBenchmarked quality of sales and customer service and conveyed standards of excellence to staff and stakeholders Desktop published sales portfolios, flyers, and scripts Supervised business staff in accounting, budget control, payroll and benefitsUtilized CRM database of small businesses covering 18 states and containing over 1,000,000 businesses
Ruth D. Goldstein education
Certified Financial Planning Curriculum, Mathematics And Computer Science
Ba, Business Administration And Marketing
Education record
Frequently asked questions about Ruth D. Goldstein
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What company does Ruth D. Goldstein work for?
Ruth D. Goldstein works for Main Street Financial Group LLC.
What is Ruth D. Goldstein's role at Main Street Financial Group LLC?
Ruth D. Goldstein is listed as President at Main Street Financial Group LLC.
What is Ruth D. Goldstein's email address?
AeroLeads has found 1 work email signal at @lspis.com for Ruth D. Goldstein at Main Street Financial Group LLC.
What is Ruth D. Goldstein's phone number?
AeroLeads has found 2 phone signal(s) with area code 212 for Ruth D. Goldstein at Main Street Financial Group LLC.
Where is Ruth D. Goldstein based?
Ruth D. Goldstein is based in Atlanta, Georgia, United States while working with Main Street Financial Group LLC.
What companies has Ruth D. Goldstein worked for?
Ruth D. Goldstein has worked for Main Street Financial Group Llc, Advisory Alpha, Alphastar Capital Management, Llc (Ria), Cape Securities, Inc, and The Strategic Financial Alliance, Inc..
How can I contact Ruth D. Goldstein?
You can use AeroLeads to view verified contact signals for Ruth D. Goldstein at Main Street Financial Group LLC, including work email, phone, and LinkedIn data when available.
What schools did Ruth D. Goldstein attend?
Ruth D. Goldstein holds Certified Financial Planning Curriculum, Mathematics And Computer Science from Bryant University.
What skills is Ruth D. Goldstein known for?
Ruth D. Goldstein is listed with skills including Internet Marketing, Social Media Marketing, Email Marketing, Insurance Prospecting, Financial Planning, Financial Prospecting, Insurance Agent Recruiting, and Financial Advisor Recruiting.
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