Experience
- GoalVest AdvisoryClient Services Associatecurrent2025 — presentNew York City Metropolitan Area
- Brown Brothers HarrimanOperations Specialist2025Jersey City, New Jersey, United States
- BayCrestSales and Trading Intern2025New York City Metropolitan Area
- Alpha Phi International FraternityMember2022 — 2025Newark, Delaware, United States
- Globe Life American Income Division: Surace Smith Bendure Hartwig OrganizationSales Intern2024
- Strive Health & FitnessSales Representative2019 — 2024Saddle Brook, New Jersey, United States
Skills & more
CommunicationCapital MarketsEquity ResearchFixed Income AnalysisFinancial ModelingMicrosoft ExcelTableauCorporate FinanceBloomberg TerminalFinanceCold CallingSales Management
+7 more
Customer SatisfactionSales PresentationsCustomer RetentionFinancial AnalysisConsumer ResearchMarketing StrategySales- Securities Industry Essentials (SIE) — FINRA
- Bloomberg Market Concepts — Bloomberg
- Financial Modeling and Valuation — Corporate Finance Institute® (CFI)
- Insurance Agent, Accident, Health, Life, Variable Life & Variable Annuities — Globe Life American Income Division: Surace Smith & Partners Organization
From Brooke's professional profile.
Colleagues at Goalvest Venture
Ashwini Patil
Head of Trading at Goalvest Venture
Blair Cohen
Head of Private Investments at Goalvest Venture
Braden Deforge
Wealth Management 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 Brooke Long?
- Client Service Associate at Goalvest Venture
- Where does Brooke Long work?
- Brooke Long is Client Service Associate at Goalvest Venture.
- Where did Brooke Long go to school?
- Brooke Long studied at University of Delaware (Bachelor's degree, Finance and Global Enterprise Management).
Same school
Also attended University of Delaware97
Michael MignanoGeneral Partner at Union Square Ventures (USV)Erik RannalaCo-Founder & Partner at Mucker CapitalBrendan FureyChief Compliance Officer at MPM BioImpactChristopher WolfChief Financial Officer at MPM BioImpactMollie RiceAccounting Manager at Golden SeedsIvan LearmontVice President, Information Technology & Facilities at Northpond Ventures
+ 91 more
Shared employers
Also worked at GoalVest Advisory7
Braden DeforgeWealth Management Associate at Goalvest VentureAshwini PatilHead of Trading at Goalvest VentureChen LiInvestment Research Associate at Goalvest VentureHarry MartinSenior Investment Consultant at Goalvest VentureVladislav ShadrintsevInvestment Analyst at iTech CapitalAnna YaegerChief Investment Officer and Partner at 5AM Ventures
+ 1 more
Also worked at Brown Brothers Harriman55
Jay HassGeneral Partner & CFO at AlleyCorpSercan OzcanPartner, Finance & Operations at AlleyCorpDan StolarVenture Advisor at Alpha PartnersScott NissenbaumPresident & CEO at Ben Franklin Technology PartnersMichael NekusChief Financial Officer at Eos Venture Partners LimitedChris SaxmanDigital health entrepreneur, startup mentor, skier, fly fisherman, Steelers fanatic, Co-head of Health 2.0 Denver/Boulder Chapter
+ 49 more
