Carol Goldstein
Client Service Associate & Office Manager
As a Client Service Associate and Office Manager in Wealthspire’s Beachwood office, Carol supports clients and their advisors with account openings, money movement, record maintenance, and other ongoing service needs. She also oversees administrative needs for the Cleveland-area team, including client communications, events, and day-to-day office operations. Prior to Wealthspire, she was a Client Service Associate and Office Manager with Walden Wealth Partners and held roles in sales and support with Cybarcode and engineering and project management with Eaton Corporation. Carol earned a Master of Business Administration from Lake Erie College and a Bachelor of Science in Mechanical Engineering from Cleveland State University. She is also a Certified Notary in the State of Ohio.
Please Note: Limitations. Professional designations, certifications, degrees, or licenses, recognition by publications or organizations, membership in professional organizations, or prior experience or success should not be construed by a client or prospective client as a guarantee of a certain level of results or satisfaction if Wealthspire is engaged, or continues to be engaged, to provide investment advisory services.
