Harold Goldberg

President At The Professional Manager, Crestcom Licensee at Crestcom International

Harold Goldberg has extensive experience in leadership, management, and financial roles. Harold currently works as the President at The Professional Manager, Crestcom Licensee, where they provide practical training and customized programs to owners and executives. From 2005 to 2014, they served as the Treasurer and an Executive member of the Board of Directors at the Village Shul Synagogue and Learning Centre, managing financial matters and the annual budget. Additionally, they have worked as a Financial Advisor at illnessPROTECTION.com, usefulideas® Financial Advisers to businesses, and Investors Group. Harold has also held financial management roles at CIBC, BMO Financial Group, PepsiCo, Brookfield Asset Management, and COM DEV International. Throughout their career, they have demonstrated the ability to drive results, manage budgets, and meet financial objectives.

Harold Goldberg attended Seneca Polytechnic from 1974 to 1977, where they obtained a degree in Accounting & Finance with a field of study in Accounting. Later in their career, they obtained additional certifications. In July 1985, they became a Certified Public Accountant (CPA) and Certified Management Accountant (CMA) from the Chartered Professional Accountants of Ontario (CPA Ontario). Additionally, in October 1999, they achieved the Certified Financial Planner (CFP) certification from the Financial Planners Standards Council.

Links

Previous companies

PepsiCo logo
Honeywell logo
IG Wealth Management logo
BMO Financial Group logo
CIBC logo

Timeline

  • President At The Professional Manager, Crestcom Licensee

    March 1, 2014 - present

  • President At The Professional Manager Crestcom Licensee

    2014