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    Hal Goetsch

    Experienced Investor, Finance and Operating Professional

    Hal Goetsch is a seasoned equity investor and financial professional with extensive experience in various roles across the financial industry.1 He served as a Financial and Board Advisor at OneSource Solutions International from January 2018 to March 2021.1

    Currently, Hal Goetsch is a Managing Director of Fintech Equity Research at B. Riley Securities, a position he has held since March 2023.12 In this role, he is responsible for FinTech equity research, covering sectors such as AI Lending Platforms, Fintech, Electronic payments, Neobanking Platforms, and Specialty Finance companies.12

    Hal's career highlights include:

    1. Senior Vice President at Loop Capital Markets (July 2021 - March 2023)1
    2. Interim CFO at iCoreConnect (February 2021 - July 2021)1
    3. CFO at DigniFi (March 2018 - April 2020)1
    4. Portfolio Manager/Senior Analyst at Surveyor Capital (April 2015 - September 2017)1
    5. Portfolio Manager at Alydar Capital (November 2006 - March 2015)1

    Hal Goetsch has a strong educational background, including an MBA from Harvard Business School and a Bachelor of Science in Industrial Management from Purdue University Krannert School of Management.1 He also completed the US Navy Nuclear Power School, where he was certified as a Chief Engineer Officer of a nuclear propulsion plant.1

    With over 25 years of experience in equity research and operating roles in fintech and related areas, Hal Goetsch has established himself as a knowledgeable professional in the financial technology sector.2

    Highlights

    Jan 22 · tipranks.com
    Hal Goetsch | B.Riley Financial Stock Analyst - TipRanks.com
    Mar 9 · GlobeNewswire
    iCoreConnect Announces New Chief Financial Officer - GlobeNewswire
    Mar 9 · GlobeNewswire
    iCoreConnect Announces New Chief Financial Officer - GlobeNewswire

    Related Questions

    What are Hal Goetsch's main responsibilities at OneSource Solutions International?
    How did Hal Goetsch transition from the US Navy to a career in finance?
    What are some of Hal Goetsch's notable achievements in fintech equity research?
    How has Hal Goetsch's experience as a CFO influenced his role at OneSource Solutions International?
    What industries does Hal Goetsch specialize in as an equity investor?
    Hal Goetsch
    Hal Goetsch, photo 1
    Hal Goetsch, photo 2
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    Location

    Sudbury, Massachusetts, United States