Braden Deforge
InvestorWealth Management Associate at Goalvest Venture
New York, New York, United States
Find your path to Braden
42 people in our graph share verified history with Braden β schools, employers, funds. One of them is your warm intro.
Ashwini PatilunlockedBraden: together at GoalVest Advisory (2024β2026)
Γ3Braden: together at GoalVest Advisory
Γ3Braden: together at Aggie Village Apartments
Γ2Braden: together at Goalvest Venture
Experience
- GoalVest AdvisoryWealth Management Associatecurrent2024 β presentNew York, New York, United States
- Plante MoranAdvisor2022 β 2024Denver, Colorado, United States
- State Farm AgentAccount Representative2022Windsor, Colorado, United States
- Wipfli Financial AdvisorsFinancial Advisory Intern2021 β 2022Denver, Colorado, United States
- Aggie Village ApartmentsOffice Assistant2019 β 2021
- Aggie Village ApartmentsCommunity Coordinator2020 β 2021
- Cetera Financial GroupIntern2020
Skills & more
- Certified Financial Planner (CFP) β CFP Board
- Series 65 β FINRA
- Certified Insurance Consultant License (Life & Health), Individual β State Farm Agent
From Braden's professional profile.
Colleagues at Goalvest Venture
Ashwini Patil
Head of Trading at Goalvest Venture
Blair Cohen
Head of Private Investments at Goalvest Venture
Brooke Long
Client Service Associate at Goalvest Venture
Chen Li
Investment Research Associate at Goalvest Venture
Harry Martin
Senior Investment Consultant at Goalvest Venture
Sevasti Balafas
CEO & Founder at Goalvest Venture
Yadh Yaich
General Partner at Goalvest Venture
Frequently asked questions
- Who is Braden Deforge?
- Wealth Management Associate at Goalvest Venture
- Where does Braden Deforge work?
- Braden Deforge is Wealth Management Associate at Goalvest Venture.
- Where did Braden Deforge go to school?
- Braden Deforge studied at Colorado State University (Financial Planning and Finance).
Same school
Also attended Colorado State University101
Paul OsmundsonVice President Strategy & Innovation - ARUP Laboratories at EPIC VENTURESTim WeelborgGeneral Partner and co-founder of Homegrown CapitalSophia SorensenOffice Coordinator at Sorenson VenturesAlbert J. RobichaudPartner at Cure VenturesLarry BurgessExecutives in Residence at GENERAL INCEPTIONSamantha GuinnAnalyst at Novartis Venture Fund
+ 95 more
Shared employers
Also worked at GoalVest Advisory4
Also worked at Plante Moran13
Kimberly RenoPartner, CFO, CCO at Renaissance Venture CapitalRuoting SunOperating Partner at Runtime VenturesRoger JansenHealth Moonshot Impact Board at StartUp HealthAmanda ElderVice President of Finance at Arboretum VenturesTommy SkinnerDirector, Venture Investments at Michigan RiseCalvin VanderWalVenture Associate at Michigan Rise
+ 7 more
Also worked at Wipfli Financial Advisors2
Also worked at Aggie Village Apartments28
Peter AdamsFounder and Managing Partner at Rockies Venture Adviser, LlcSamantha GuinnAnalyst at Novartis Venture FundDuncan CarlsonPrincipal at LowercarbonAaron G.L. FletcherManaging Partner and Co-Founder at Bios PartnersKate DanaherManaging Director at S2G InvestmentsKe'Lani HallManager, National Operations at JumpStart Ventures
+ 22 more


























