Fundraising Fox

Braden Deforge

Investor

Wealth Management Associate at Goalvest Venture

New York, New York, United States

Experience

  1. GoalVest AdvisoryWealth Management Associatecurrent2024 — presentNew York, New York, United States
  2. Plante MoranAdvisor2022 — 2024Denver, Colorado, United States
  3. State Farm AgentAccount Representative2022Windsor, Colorado, United States
  4. Wipfli Financial AdvisorsFinancial Advisory Intern2021 — 2022Denver, Colorado, United States
  5. Aggie Village ApartmentsOffice Assistant2019 — 2021
  6. Aggie Village ApartmentsCommunity Coordinator2020 — 2021
  7. Cetera Financial GroupIntern2020

Skills & more

  • Certified Financial Planner (CFP) — CFP Board
  • Series 65 — FINRA
  • Certified Insurance Consultant License (Life & Health), Individual — 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

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 University49

Paul OsmundsonVice President Strategy & Innovation - ARUP Laboratories at EPIC VENTURESTim WeelborgGeneral Partner and co-founder of Homegrown CapitalRon KammerzellInvestor at Golden EagleAlbert J. RobichaudPartner at Cure VenturesLarry BurgessExecutives in Residence at GENERAL INCEPTIONSamantha GuinnAnalyst at Novartis Venture Fund

+ 43 more

Shared employers

Also worked at GoalVest Advisory7

Ashwini PatilHead of Trading at Goalvest VentureChen LiInvestment Research Associate at Goalvest VentureHarry MartinSenior Investment Consultant at Goalvest VentureBrooke LongClient Service Associate at Goalvest VentureVladislav ShadrintsevInvestment Analyst at iTech CapitalAnna YaegerChief Investment Officer and Partner at 5AM Ventures

+ 1 more

Also worked at Plante Moran10

Kimberly RenoPartner, CFO, CCO at Renaissance Venture CapitalAzzi AgnelliInvestor at TMV LogisticsRuoting SunOperating Partner at Runtime VenturesRoger JansenHealth Moonshot Impact Board at StartUp HealthAmanda ElderVice President of Finance at Arboretum VenturesTommy SkinnerDirector, Venture Investments at Michigan Rise

+ 4 more

Also worked at Wipfli Financial Advisors2

Ryan SadighianVice President at Teamworthy VenturesBill SteinerChief Compliance Officer at Ajax Health

Also worked at Aggie Village Apartments11

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 InvestmentsRemy C. AltmanAssociate at Gunderson Dettmer

+ 5 more