Joshua D. Goldberg

Joshua D. Goldberg has a strong background in finance and banking. Joshua D. started their career at Fidelity Investments as a HNW Relationship Manager from October 2010 to July 2014. Joshua D. then worked at various companies such as KeyBanc Capital Markets as an Investment Banking Summer Associate, Kamylon as an Associate, and Citizens as an Assistant Vice President-Treasury Analyst.

In 2018, they joined Santander Bank, N.A. as an Associate in Financial Planning & Analysis, and later became a Senior Analyst in the same department. Joshua D. then moved on to Digital Federal Credit Union in 2020, where they served as the Manager of Treasury and Profitability until February 2022.

Currently, Joshua holds the position of FVP - Lead Finance Officer at Berkshire Bank, where they started in February 2022.

Joshua D. Goldberg completed their education with a Master of Business Administration (MBA) degree in Corporate Finance from Boston College Carroll School of Management in the years 2014 to 2016. Prior to that, they obtained a Bachelor of Arts (B.A.) degree in Political Science and Government from Case Western Reserve University, where they studied from 2005 to 2009. Joshua also holds additional certifications such as being a Certified Financial Planner from the CFP Board, although the specific month of obtaining this certification is unknown but it was obtained in 2012. Furthermore, they possess various FINRA certifications including Series 7, 63, 66, and 9/10 which were obtained in March 2011.