Brett Goldstein

Brett Goldstein's work experience begins in 1998 when they joined CIBC World Markets as a Senior Vice President. Brett remained in this role until 2003 when they moved to Oppenheimer & Co. again as a Senior Vice President. In 2009, they joined UBS Financial Services, Inc. as a Senior Vice President in Wealth Management, where they stayed for ten years until 2019. In 2019, Goldstein joined Vanderbilt Financial Group as the Senior Vice President of Wealth Management, a position they currently hold.

Brett Goldstein holds an M.B.A. in International Business from Quinnipiac University. Brett has additional certifications from FINRA and is registered in multiple states including CA, CT, FL, IL, MA, MD, MI, MN, NC, NJ, NY, PA, TX, and RI. The specific details of when and where they obtained these certifications are not provided.