Benjamin Goldsmith
Greater Philadelphia & New Jersey
Summary
MBA-educated accounting professional seeking an accounting role to apply strong analytical, financial planning and client service experience. Background in wealth management, banking and startup operations with a focus on financial analysis, reporting and clear client communication.
Overview
4
4
years of professional experience
1
1
Certification
Work History
Administrative Support
LPL Financial
Wall Township, NJ
09.2025 - Current
Support a senior advisor by managing client portfolios, overseeing annual RMDs, beneficiary reviews, investment rebalancing and tax & estate planning. Maintain and track client meeting notes to ensure financial goals are met.
Associate Banker
JPMorgan Chase
Syracuse, NY
01.2024 - 07.2024
Assisted community and business banking clients with transactions, mobile banking and document preparation, ensuring accuracy and excellent service.
Operations Coordinator
Out2Win Sports
Syracuse, NY
01.2022 - 09.2023
Built a strategic operations playbook for our Athlete-to-Brand search engine, coordinated marketing and tech development teams, and optimized workflows to boost efficiency.
Education
MBA - Accounting
William Paterson University of New Jersey
Wayne, NJ2026
Bachelor of Science - Communication & Media
Syracuse University
Syracuse, NY2021
Skills
- Financial Planning
- Securities Trading & Terminology
- Business Operations
- Microsoft Excel & Office
- Team Collaboration
Certification
Accident, Health and Life Insurance Producer (NJ)
Timeline
Administrative Support
LPL Financial
09.2025 - Current
Associate Banker
JPMorgan Chase
01.2024 - 07.2024
Operations Coordinator
Out2Win Sports
01.2022 - 09.2023
MBA - Accounting
William Paterson University of New Jersey
Bachelor of Science - Communication & Media
Syracuse University