William Lee Goldman, CLU, CAP

William Lee Goldman, CLU, CAP has a diverse work experience spanning from 1990 to 2019. William Lee began their career as a Stage Electrician at Long Wharf Theatre before transitioning to the financial industry. From 1994 to 2012, they served as the Director of Advanced Sales and Case Design at Capital Analysts of New England, where they specialized in estate, business succession, income, and insurance planning. During this time, they reviewed case data, collaborated with staff attorneys and advisors, and utilized financial modeling to illustrate planning strategies.

In 2013, Goldman took on the role of Managing Member at Restoration Hardwood Flooring, LLC. In addition to overseeing the business goals and financial operations, they handled payroll, tax, accounting duties, and worked on customer sites.

In 2016, Goldman joined The Coyle Company as an Associate, Case Design. In this role, they provided technical support for the policy service and sales functions, prepared financial analysis and modeling using proprietary software, and contributed to their sophisticated life insurance and estate planning process.

Most recently, since 2019, Goldman has been the Associate Director, Case Design at Winged Keel Group, where they continue to leverage their expertise in case design.

William Lee Goldman, CLU, CAP began their education at Harley School where they obtained their High School/Secondary Diploma and Certificate, completing their studies from 1973 to 1986. William Lee then went on to attend Trinity College-Hartford from 1986 to 1990, earning a Bachelor's degree in American Studies. Additionally, in 2019, they obtained the certification of CLU from The American College of Financial Services, followed by the Chartered Advisor in Philanthropy (CAP) certification in July 2020.