Carol Goldstein
Client Service Associate & Office ManagerCarol is a Client Service Associate and Office Manager based in the firm’s Beachwood, Ohio office. In this role, she supports the local team by addressing administrative tasks, facilitating client communications, organizing client events, and keeping the office running smoothly.
Carol values her roles as a client-care concierge and a supporting member of the Beachwood team. Her outgoing personality and ability to develop relationships with clients underscores her dedication to providing outstanding client service.
Carol brings a wealth of diverse experience to her work, and her background in working for both small businesses and Fortune 100 companies is reflected in her unique skill set.
A lifelong Cleveland, Ohio-area resident, she resides in an eastside suburb with her husband. Carol is an avid Cleveland Cavaliers fan and season ticketholder.
Previous Experience
- Logistics Manager at Ken’s Transport
- Web Content Administrator & Inside Sales at Cybarcode Inc.
- Mechanical Engineer, Project Manager at Eaton Corporation
Education & Credentials
- BS, Cleveland State University, Mechanical Engineering
- MBA, Lake Erie College
- Certified Notary, State of Ohio
*Please Note: Limitations. The achievement of any professional designation, certification, degree, or license, recognition by publications, media, or other organizations, membership in any professional organization, or any amount of prior experience or success, should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results or satisfaction if Wealthspire is engaged, or continues to be engaged, to provide investment advisory services.
