Goldman Sachs, Private Wealth Management
Industry: Company
DescriptionParent organization: Goldman Sachs Subsidiary: Honest Dollar, Inc.
Goldman Sachs, Private Wealth Management List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Goldman Sachs, Private Wealth Management. You can filter them based on skills, years of employment, job, education, department, and prior employment.
Goldman Sachs, Private Wealth Management Salaries. You can even request information on how much does Goldman Sachs, Private Wealth Management pay if you want to. Learn about salaries, pros and cons of working for Goldman Sachs, Private Wealth Management directly from the past employees.
Find People by Employers You can rekindle an old relationship, reconnect with a long-lost friend, former boss, business acquaintance who might be useful in your new line of work. With our employee database, the possibilities are endless. All you have to do is type in a couple of keywords and we'll bring you the exact information you wanted!
33 Goldman Sachs, Private Wealth Management employees in database. Find out everything there's to know about Goldman Sachs, Private Wealth Management employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Goldman Sachs, Private Wealth Management Employees
Employee
Years
Job
Industry
Jaison Amos Jaison Amos's Goldman Sachs, Private Wealth Management Experience January 2005 - June 2010
Job Senior Associate
Industry Financial Services
Experience
Level Four Business Management, LLC April 2011 - May 2012
Goldman Sachs - Private Wealth Management January 2005 - June 2010
Skills
Wealth Management, Strategic Financial..., Investments, Mutual Funds, Estate Planning, Asset Allocation, Financial Analysis, Equities, Insurance, Microsoft Excel, Financial Planners, Employee Benefits, High Net Worth..., Microsoft Office, Retirement, Asset Managment, Portfolio Management, Investment Strategies, Investment Management, Fixed Annuities, Estate Tax Planning, Income Tax, Tax, Restricted Stock, Accounting, Tax Preparation, Cash Flow, Retirement Planning, 401k, Securities, Investment Advisory, Options, Personal Financial..., Corporate Finance, Risk Management
Education
Union College 2003 — 2004
MBA, Finance
State University of New York College at Geneseo 1999 — 2003
B.S., Accounting
Level Four Business Management, LLC April 2011 - May 2012
Goldman Sachs - Private Wealth Management January 2005 - June 2010
Skills
Wealth Management, Strategic Financial..., Investments, Mutual Funds, Estate Planning, Asset Allocation, Financial Analysis, Equities, Insurance, Microsoft Excel, Financial Planners, Employee Benefits, High Net Worth..., Microsoft Office, Retirement, Asset Managment, Portfolio Management, Investment Strategies, Investment Management, Fixed Annuities, Estate Tax Planning, Income Tax, Tax, Restricted Stock, Accounting, Tax Preparation, Cash Flow, Retirement Planning, 401k, Securities, Investment Advisory, Options, Personal Financial..., Corporate Finance, Risk Management
Education
Union College 2003 — 2004
MBA, Finance
State University of New York College at Geneseo 1999 — 2003
B.S., Accounting
Maria L. Chrin Maria L. Chrin's Goldman Sachs, Private Wealth Management Experience 1989 - 2004
Job Managing Partner, Circle Wealth Management, LLC
Industry Investment Management
Experience
Circle Wealth Management, LLC 2007 - Present
Circle Financial Group, LLC 2002 - Present
Goldman Sachs Private Wealth Management 1989 - 2004
Skills
Wealth Management, Finance, Investment Management, Wealth, Wealth Management..., High Net Worth..., Financial Advisory, Philanthropy, Investments, Hedge Funds, Equities, Alternative Investments, Private Equity, Management
Education
Columbia University - Columbia Business School
Master of Business Administration (M.B.A.)
Lehigh University
Bachelor of Science (BS), Economics
Circle Wealth Management, LLC 2007 - Present
Circle Financial Group, LLC 2002 - Present
Goldman Sachs Private Wealth Management 1989 - 2004
Skills
Wealth Management, Finance, Investment Management, Wealth, Wealth Management..., High Net Worth..., Financial Advisory, Philanthropy, Investments, Hedge Funds, Equities, Alternative Investments, Private Equity, Management
Education
Columbia University - Columbia Business School
Master of Business Administration (M.B.A.)
Lehigh University
Bachelor of Science (BS), Economics
Jesse Sherwood, CFA Jesse Sherwood, CFA's Goldman Sachs, Private Wealth Management Experience February 2013 - Present
Job Vice President at Goldman Sachs Private Wealth Management
Industry Financial Services
Experience
Goldman Sachs Private Wealth Management February 2013 - Present
Goldman Sachs July 2007 - January 2013
Education
New York University 2012 — 2015
Master of Business Administration (M.B.A.), Finance, General
Syracuse University - Martin J. Whitman School of Management 2003 — 2007
Goldman Sachs Private Wealth Management February 2013 - Present
Goldman Sachs July 2007 - January 2013
Education
New York University 2012 — 2015
Master of Business Administration (M.B.A.), Finance, General
Syracuse University - Martin J. Whitman School of Management 2003 — 2007
Jennifer You's Goldman Sachs, Private Wealth Management Experience August 2011 - April 2012
Job Founder at BYLD Holdings and United Real Estate Pacific
Industry Real Estate
Experience
United Real Estate Pacific January 2014 - Present
BYLD Holdings LLC June 2013 - Present
SKOUT June 2012 - April 2013
Goldman Sachs - Private Wealth Management August 2011 - April 2012
Goldman Sachs - Private Wealth Management July 2009 - July 2011
Skills
Start-ups, Product Management, Sales Operations, Data Analysis, Marketing, Mobile Advertising, Business Strategy, Entrepreneurship, Financial Analysis, CRM, Market Research, Financial Modeling, Management, Salesforce.com, Strategy, Sales, Forecasting, Analysis, Finance, Business Development, Leadership
Education
University of California, Berkeley - Walter A. Haas School of Business 2005 — 2009
BS, Business Administration, 3.9/4.0
United Real Estate Pacific January 2014 - Present
BYLD Holdings LLC June 2013 - Present
SKOUT June 2012 - April 2013
Goldman Sachs - Private Wealth Management August 2011 - April 2012
Goldman Sachs - Private Wealth Management July 2009 - July 2011
Skills
Start-ups, Product Management, Sales Operations, Data Analysis, Marketing, Mobile Advertising, Business Strategy, Entrepreneurship, Financial Analysis, CRM, Market Research, Financial Modeling, Management, Salesforce.com, Strategy, Sales, Forecasting, Analysis, Finance, Business Development, Leadership
Education
University of California, Berkeley - Walter A. Haas School of Business 2005 — 2009
BS, Business Administration, 3.9/4.0
Susan Farina Susan Farina's Goldman Sachs, Private Wealth Management Experience 1999 - 2008
Job Financial Services Professional
Industry Financial Services
Experience
Self-employed 2002 - Present
Goldman Sachs, Private Wealth Management 1999 - 2008
RGP 1998 - 1999
Salomon Brothers 1995 - 1998
Education
St. John's University
Bachelor of Science (B.S.), Accounting, Summa Cum Laude
Self-employed 2002 - Present
Goldman Sachs, Private Wealth Management 1999 - 2008
RGP 1998 - 1999
Salomon Brothers 1995 - 1998
Education
St. John's University
Bachelor of Science (B.S.), Accounting, Summa Cum Laude
Augie Bloom Augie Bloom's Goldman Sachs, Private Wealth Management Experience June 2012 - August 2012
Job Analyst at Impala Asset Management
Industry Higher Education
Experience
Impala Asset Management June 2014 - Present
Impala Asset Management June 2013 - August 2013
Goldman Sachs Private Wealth Management June 2012 - August 2012
Skills
Financial Modeling, Valuation, Equity Research, Bloomberg, Microsoft Excel
Education
Princeton University 2010 — 2014
Bachelor of Arts (B.A.), Politics
Impala Asset Management June 2014 - Present
Impala Asset Management June 2013 - August 2013
Goldman Sachs Private Wealth Management June 2012 - August 2012
Skills
Financial Modeling, Valuation, Equity Research, Bloomberg, Microsoft Excel
Education
Princeton University 2010 — 2014
Bachelor of Arts (B.A.), Politics
Ashley Macaulay's Goldman Sachs, Private Wealth Management Experience June 2013 - August 2013
Job Analyst at Goldman Sachs
Industry Financial Services
Experience
Goldman Sachs Asset Management July 2014 - Present
Little Luxuries May 2012 - May 2014
Goldman Sachs Private Wealth Management June 2013 - August 2013
Goldman Sachs Private Wealth Management December 2011 - June 2012
Goldman Sachs Agency Lending December 2010 - July 2011
Children's Hospital June 2010 - December 2010
Berkleemusic July 2010 - August 2010
Continental Coal Ltd. May 2010 - June 2010
Mass Appeal Entertainment January 2010 - June 2010
Skills
Finance, Marketing Strategy, Accounting, Management, Analysis, Investment Management, Financial Modeling, Social Media
Education
Boston College - Carroll School of Management 2012 — 2014
BS, Finance, General, Summa cum laude
American International School of Johannesburg 1999 — 2009
High school diploma, Class valedictorian
Goldman Sachs Asset Management July 2014 - Present
Little Luxuries May 2012 - May 2014
Goldman Sachs Private Wealth Management June 2013 - August 2013
Goldman Sachs Private Wealth Management December 2011 - June 2012
Goldman Sachs Agency Lending December 2010 - July 2011
Children's Hospital June 2010 - December 2010
Berkleemusic July 2010 - August 2010
Continental Coal Ltd. May 2010 - June 2010
Mass Appeal Entertainment January 2010 - June 2010
Skills
Finance, Marketing Strategy, Accounting, Management, Analysis, Investment Management, Financial Modeling, Social Media
Education
Boston College - Carroll School of Management 2012 — 2014
BS, Finance, General, Summa cum laude
American International School of Johannesburg 1999 — 2009
High school diploma, Class valedictorian
Matthew Kocanda's Goldman Sachs, Private Wealth Management Experience December 2010 - Present
Job Financial Investment Professional at Goldman Sachs
Industry Investment Management
Experience
Goldman Sachs Private Wealth Management December 2010 - Present
Northern Trust May 2009 - August 2009
Skills
Investments, Bloomberg, Financial Modeling, Equities, Valuation, Alternative Investments, Financial Analysis, Corporate Finance, Investment Management, Series 7, Finance, Economics, Equity Research, Bloomberg Terminal, Fixed Income, Hedge Funds, Derivatives
Education
Indiana University - Kelley School of Business 2007 — 2010
BS, Finance
Goldman Sachs Private Wealth Management December 2010 - Present
Northern Trust May 2009 - August 2009
Skills
Investments, Bloomberg, Financial Modeling, Equities, Valuation, Alternative Investments, Financial Analysis, Corporate Finance, Investment Management, Series 7, Finance, Economics, Equity Research, Bloomberg Terminal, Fixed Income, Hedge Funds, Derivatives
Education
Indiana University - Kelley School of Business 2007 — 2010
BS, Finance
Jason Garden Jason Garden's Goldman Sachs, Private Wealth Management Experience October 2009 - Present
Job Associate at Goldman Sachs
Industry Investment Management
Experience
Goldman Sachs Private Wealth Management October 2009 - Present
Bernstein Global Wealth Management July 2007 - June 2009
Education
Northwestern University - Kellogg School of Management
Master of Business Administration (M.B.A.)
University of Michigan 2003 — 2007
Goldman Sachs Private Wealth Management October 2009 - Present
Bernstein Global Wealth Management July 2007 - June 2009
Education
Northwestern University - Kellogg School of Management
Master of Business Administration (M.B.A.)
University of Michigan 2003 — 2007
Nick Eaton Nick Eaton's Goldman Sachs, Private Wealth Management Experience 2001 - Present
Job Investment Advisor
Industry Investment Management
Experience
EARN January 2004 - Present
Goldman Sachs, Private Wealth Management 2001 - Present
Protege Inc., UK 2000 - 2000
JP Morgan & Co. 1996 - 1999
JPMorgan Securities 1994 - 1996
Skills
Derivatives, Investment Management, Risk Management, Asset Allocation, IPO, Estate Planning, Equity Capital Markets, Wealth Management..., Start-ups, Strategy, Financial Analysis, Business Strategy, Fundraising, Fixed Income, LBO, Series 7, Securities, Non-profits, Business Development, Bloomberg, Financial Advisory, Philanthropy, Venture Capital, Equities
Education
Harvard Business School 1999 — 2001
MBA, Finance
University of North Carolina 1990 — 1994
BA (hons), Economics and Political Science
EARN January 2004 - Present
Goldman Sachs, Private Wealth Management 2001 - Present
Protege Inc., UK 2000 - 2000
JP Morgan & Co. 1996 - 1999
JPMorgan Securities 1994 - 1996
Skills
Derivatives, Investment Management, Risk Management, Asset Allocation, IPO, Estate Planning, Equity Capital Markets, Wealth Management..., Start-ups, Strategy, Financial Analysis, Business Strategy, Fundraising, Fixed Income, LBO, Series 7, Securities, Non-profits, Business Development, Bloomberg, Financial Advisory, Philanthropy, Venture Capital, Equities
Education
Harvard Business School 1999 — 2001
MBA, Finance
University of North Carolina 1990 — 1994
BA (hons), Economics and Political Science
Dhivya Khrishnan Dhivya Khrishnan's Goldman Sachs, Private Wealth Management Experience February 2008 - March 2010
Job Lead Software Engineer at GrubHub
Industry Information Technology and Services
Experience
GrubHub July 2015 - Present
Goldman Sachs Asset Management April 2010 - February 2014
Goldman Sachs Private Wealth Management February 2008 - March 2010
Goldman Sachs May 2007 - July 2007
Skills
Java, XML, Product Management, Agile Methodologies, Eclipse, SQL, Perl, C++, Sybase, JSP, JUnit, SDLC, Spring, Application Developer, C, C#, DB2, Drools, JAXB, XSD, HTML, CSS, MATLAB, Syncfusion, Fitnesse, Lex, Yacc, SOA, Mockito, JIRA, HTML5, jQuery, JavaScript, PHP, Amazon Web Services...
Education
Columbia University in the City of New York 2006 — 2008
Master of Science (M.S.), Computer Science, 3.83
College of Engineering Guindy, Anna University 2002 — 2006
Bachelor of Engineering (BE), Computer Science, 3.8
GrubHub July 2015 - Present
Goldman Sachs Asset Management April 2010 - February 2014
Goldman Sachs Private Wealth Management February 2008 - March 2010
Goldman Sachs May 2007 - July 2007
Skills
Java, XML, Product Management, Agile Methodologies, Eclipse, SQL, Perl, C++, Sybase, JSP, JUnit, SDLC, Spring, Application Developer, C, C#, DB2, Drools, JAXB, XSD, HTML, CSS, MATLAB, Syncfusion, Fitnesse, Lex, Yacc, SOA, Mockito, JIRA, HTML5, jQuery, JavaScript, PHP, Amazon Web Services...
Education
Columbia University in the City of New York 2006 — 2008
Master of Science (M.S.), Computer Science, 3.83
College of Engineering Guindy, Anna University 2002 — 2006
Bachelor of Engineering (BE), Computer Science, 3.8
Donald Lavi's Goldman Sachs, Private Wealth Management Experience October 2005 - Present
Job Vice President, Goldman Sachs Private Wealth Management
Industry Financial Services
Experience
Goldman Sachs Private Wealth Management October 2005 - Present
Bernstein Investment Research and Management 1993 - 2005
Lanning, Adams & Lavi 1986 - 1993
Skills
Estate Planning, Finance, Tax, Equities, Private Equity, Alternative Investments, Hedge Funds, Capital Markets, Financial Modeling, Series 7
Education
Boston College Law School 1983 — 1986
J.D.
U.C.L.A. 1979 — 1983
B.A., Philosophy
Goldman Sachs Private Wealth Management October 2005 - Present
Bernstein Investment Research and Management 1993 - 2005
Lanning, Adams & Lavi 1986 - 1993
Skills
Estate Planning, Finance, Tax, Equities, Private Equity, Alternative Investments, Hedge Funds, Capital Markets, Financial Modeling, Series 7
Education
Boston College Law School 1983 — 1986
J.D.
U.C.L.A. 1979 — 1983
B.A., Philosophy
Jordan Nelson Jordan Nelson's Goldman Sachs, Private Wealth Management Experience May 2006 - August 2006
Job Vice President at Columbia West Capital
Industry Investment Banking
Experience
Columbia West Capital December 2013 - Present
Columbia West Capital January 2012 - December 2013
Columbia West Capital LLC 2009 - December 2011
Credit Suisse 2007 - 2009
Goldman Sachs - Private Wealth Management May 2006 - August 2006
Northwestern Mutual 2005 - 2006
Skills
M&A experience, Business Valuation, Financial Modeling, Venture Capital, Mergers, Private Equity, Investment Banking, Capital, Mergers & Acquisitions, Management, Entrepreneurship, Investments, Finance, LBO, Due Diligence, Private Placements, Corporate Finance, Valuation
Education
Brigham Young University 2004 — 2007
BS, Business Management
Utah State University 2000 — 2001
Timpview 1996 — 2000
Columbia West Capital December 2013 - Present
Columbia West Capital January 2012 - December 2013
Columbia West Capital LLC 2009 - December 2011
Credit Suisse 2007 - 2009
Goldman Sachs - Private Wealth Management May 2006 - August 2006
Northwestern Mutual 2005 - 2006
Skills
M&A experience, Business Valuation, Financial Modeling, Venture Capital, Mergers, Private Equity, Investment Banking, Capital, Mergers & Acquisitions, Management, Entrepreneurship, Investments, Finance, LBO, Due Diligence, Private Placements, Corporate Finance, Valuation
Education
Brigham Young University 2004 — 2007
BS, Business Management
Utah State University 2000 — 2001
Timpview 1996 — 2000
Merary Soto's Goldman Sachs, Private Wealth Management Experience 1997 - 2000
Job HR Manager at CVC Capital Partners
Industry Financial Services
Experience
FirstKey February 2015 - April 2015
Abadi & Co. / ACGM February 2008 - August 2014
Merary Soto Events 2003 - 2008
Time Inc, Sports Illustrated For Kids January 2005 - December 2005
Bloomberg LP, Global Sales September 2003 - December 2004
JPMorgan Chase, Structured Finance 2002 - August 2003
Goldman Sachs, Private Wealth Management 1997 - 2000
Skills
Bloomberg..., Microsoft Office Suite, Quickbooks Pro & Premier, PeopleSoft, Access, Cost Accounting, Account Reconciliation, Managerial Finance, Project Planning, Event Management, Corporate Events, Microsoft Office, Analysis, Finance, Budgets, Marketing, Corporate Finance, Forecasting, Training, Management
Education
Columbia University in the City of New York 1999 — 2003
Bachelor of Arts (B.A.)
Spelman College 2001 — 2002
Bachelor of Arts (B.A.)
FirstKey February 2015 - April 2015
Abadi & Co. / ACGM February 2008 - August 2014
Merary Soto Events 2003 - 2008
Time Inc, Sports Illustrated For Kids January 2005 - December 2005
Bloomberg LP, Global Sales September 2003 - December 2004
JPMorgan Chase, Structured Finance 2002 - August 2003
Goldman Sachs, Private Wealth Management 1997 - 2000
Skills
Bloomberg..., Microsoft Office Suite, Quickbooks Pro & Premier, PeopleSoft, Access, Cost Accounting, Account Reconciliation, Managerial Finance, Project Planning, Event Management, Corporate Events, Microsoft Office, Analysis, Finance, Budgets, Marketing, Corporate Finance, Forecasting, Training, Management
Education
Columbia University in the City of New York 1999 — 2003
Bachelor of Arts (B.A.)
Spelman College 2001 — 2002
Bachelor of Arts (B.A.)
Julie Borden Julie Borden's Goldman Sachs, Private Wealth Management Experience May 2000 - December 2001
Job Senior IT Consultant | Banking | Java Developer | IT Solution Provider
Industry Financial Services
Experience
Priceline.com September 2015 - Present
Goldman Sachs - Treasury Technology April 2010 - July 2015
Goldman Sachs - Client Services June 2006 - April 2010
Goldman Sachs - Anti Money Laundering (AML) November 2004 - June 2006
Citibank Asset Management May 2002 - October 2004
Goldman Sachs - Private Wealth Management May 2000 - December 2001
Merrill Lynch May 1995 - May 2000
Duracell France October 1993 - December 1994
Moore Business Forms August 1990 - August 1993
Skills
Java, DB2, Sybase, Oracle, EMS/JMS, REST API, JSON, Hibernate, C#, Linux, Spring, SDLC, SQL, Maven, Databases, Eclipse, SVN, CVS, Visual Studio, Solaris, Spring Framework, Jersey, Jenkins, WebLogic, JavaScript
Education
Michigan State University
Master’s Degree, Mathematics
University of Michigan
Bachelor’s Degree, Mathematics and Physics
Priceline.com September 2015 - Present
Goldman Sachs - Treasury Technology April 2010 - July 2015
Goldman Sachs - Client Services June 2006 - April 2010
Goldman Sachs - Anti Money Laundering (AML) November 2004 - June 2006
Citibank Asset Management May 2002 - October 2004
Goldman Sachs - Private Wealth Management May 2000 - December 2001
Merrill Lynch May 1995 - May 2000
Duracell France October 1993 - December 1994
Moore Business Forms August 1990 - August 1993
Skills
Java, DB2, Sybase, Oracle, EMS/JMS, REST API, JSON, Hibernate, C#, Linux, Spring, SDLC, SQL, Maven, Databases, Eclipse, SVN, CVS, Visual Studio, Solaris, Spring Framework, Jersey, Jenkins, WebLogic, JavaScript
Education
Michigan State University
Master’s Degree, Mathematics
University of Michigan
Bachelor’s Degree, Mathematics and Physics
Diana Kriz Diana Kriz's Goldman Sachs, Private Wealth Management Experience January 2007 - May 2009
Job Senior Marketing Writer
Industry Financial Services
Experience
PIMCO January 2015 - Present
Jennison Associates May 2011 - August 2014
UBS Wealth Management October 2009 - May 2011
DK NYC Consulting June 2009 - October 2009
Goldman Sachs Private Wealth Management January 2007 - May 2009
JPMorgan Private Bank April 1999 - December 2006
PaineWebber 1993 - 1997
Institutional Investor 1986 - 1987
Skills
Editing, Writing, Strategy, Integrated Marketing, Product Marketing, Market Research, Leadership, Marketing, Management, Financial Services, Series 7, Strategic Communications, Journalism, Market Commentary, Capital Markets, Entrepreneurship, Equities
Education
The University of Texas at Arlington
BA, Economics
Virginia Polytechnic Institute and State University
Graduate work toward PhD in Economics
Manhattanville College
Graduate work toward M.S., Integrated Marketing Communications
PIMCO January 2015 - Present
Jennison Associates May 2011 - August 2014
UBS Wealth Management October 2009 - May 2011
DK NYC Consulting June 2009 - October 2009
Goldman Sachs Private Wealth Management January 2007 - May 2009
JPMorgan Private Bank April 1999 - December 2006
PaineWebber 1993 - 1997
Institutional Investor 1986 - 1987
Skills
Editing, Writing, Strategy, Integrated Marketing, Product Marketing, Market Research, Leadership, Marketing, Management, Financial Services, Series 7, Strategic Communications, Journalism, Market Commentary, Capital Markets, Entrepreneurship, Equities
Education
The University of Texas at Arlington
BA, Economics
Virginia Polytechnic Institute and State University
Graduate work toward PhD in Economics
Manhattanville College
Graduate work toward M.S., Integrated Marketing Communications
Tisa Salter Tisa Salter's Goldman Sachs, Private Wealth Management Experience August 2005 - November 2008
Job Director of Administration at Armstrong Solutions, Inc.
Industry Investment Management
Experience
Armstrong Solutions, Inc. August 2014 - Present
True North Advisors, LLC February 2009 - June 2014
Goldman Sachs - Private Wealth Management August 2005 - November 2008
Skills
Client Services, Wealth Management...
Education
Colorado State University-Pueblo 1993 — 1996
Business Management
Western State Colorado University 1992 — 1993
Business Administration and Management, General
Armstrong Solutions, Inc. August 2014 - Present
True North Advisors, LLC February 2009 - June 2014
Goldman Sachs - Private Wealth Management August 2005 - November 2008
Skills
Client Services, Wealth Management...
Education
Colorado State University-Pueblo 1993 — 1996
Business Management
Western State Colorado University 1992 — 1993
Business Administration and Management, General
Jenifer Kelley Smailes's Goldman Sachs, Private Wealth Management Experience July 1998 - October 2001
Job Private Banking & Wealth Management Professional
Industry Investment Management
Experience
Credit Suisse Private Bank March 2015 - Present
Société Générale Private Banking (Suisse) S.A. (CBG Investment Advisors) June 2006 - June 2009
Merrill Lynch Private Banking and Investment Group July 2002 - May 2006
Goldman Sachs Private Wealth Management July 1998 - October 2001
Education
Harvard University 1994 — 1998
Bachelor's Degree, Economics
Credit Suisse Private Bank March 2015 - Present
Société Générale Private Banking (Suisse) S.A. (CBG Investment Advisors) June 2006 - June 2009
Merrill Lynch Private Banking and Investment Group July 2002 - May 2006
Goldman Sachs Private Wealth Management July 1998 - October 2001
Education
Harvard University 1994 — 1998
Bachelor's Degree, Economics
Erin Moore's Goldman Sachs, Private Wealth Management Experience August 2007 - Present
Job Goldman Sachs, Private Wealth Management
Industry Investment Management
Experience
Goldman Sachs, Private Wealth Management August 2007 - Present
The National Academies of Sciences June 2006 - August 2007
Skills
Process Improvement, Financial Modeling, Capital Markets, Financial Analysis, Mergers
Education
The George Washington University - School of Business 2002 — 2006
Goldman Sachs, Private Wealth Management August 2007 - Present
The National Academies of Sciences June 2006 - August 2007
Skills
Process Improvement, Financial Modeling, Capital Markets, Financial Analysis, Mergers
Education
The George Washington University - School of Business 2002 — 2006
Sanjana Reddy's Goldman Sachs, Private Wealth Management Experience 2008 - September 2010
Job Sales Strategy and Business Planning at HewlettPackard
Industry Information Technology and Services
Experience
Hewlett-Packard May 2012 - Present
Hewlett-Packard March 2010 - May 2012
Goldman Sachs Private Wealth Management 2008 - September 2010
Goldman Sachs June 2007 - August 2007
Skills
Business Planning, Business Strategy, Cross-functional Team..., Program Management, Enterprise Software, Project Management, Salesforce.com, Business Process, Project Planning, Marketing Strategy, Management, Business Development, Business Analysis, Strategy, Business Intelligence
Education
Carnegie Mellon University 2006 — 2008
Masters, Information Networking
Chaitanya Bharathi Institute Of Technology 2002 — 2006
Bachelor of Engineering (BEng), Electrical, Electronics and Communications Engineering
Hewlett-Packard May 2012 - Present
Hewlett-Packard March 2010 - May 2012
Goldman Sachs Private Wealth Management 2008 - September 2010
Goldman Sachs June 2007 - August 2007
Skills
Business Planning, Business Strategy, Cross-functional Team..., Program Management, Enterprise Software, Project Management, Salesforce.com, Business Process, Project Planning, Marketing Strategy, Management, Business Development, Business Analysis, Strategy, Business Intelligence
Education
Carnegie Mellon University 2006 — 2008
Masters, Information Networking
Chaitanya Bharathi Institute Of Technology 2002 — 2006
Bachelor of Engineering (BEng), Electrical, Electronics and Communications Engineering
Alessandro Rosiglioni's Goldman Sachs, Private Wealth Management Experience January 2006 - May 2008
Job Senior Solutions Architect at Entergy
Industry Utilities
Experience
Entergy August 2015 - Present
Tulane University August 2002 - Present
Entergy January 2014 - August 2015
Entergy June 2008 - January 2014
Goldman Sachs - Private Wealth Management January 2006 - May 2008
SAIC August 2000 - January 2006
Skills
Aikido, Business Analysis, SDLC, Query Tuning, Database Design, Software Development, Software Project..., Requirements Analysis, SQL, Databases, Enterprise Architecture, PHP, Analysis, SOA, Microsoft SQL Server, Architectures, Software Documentation, Project Planning, Process Improvement, Program Management, Disaster Recovery, IT Management, Oracle, Software Engineering, Business Process..., Solution Architecture, Testing, Architecture, C++, IT Strategy, Perl, Programming, Visio, Software Design, MySQL, PL/SQL, MS Project, Requirements Gathering, Integration, Project Management, Business Process
Education
Tulane University 2002 — 2004
Ph.D., Electrical Engineering
Tulane University 1999 — 2001
M.S., Computer Science
Drexel University 1998 — 1999
Systems Engineering
Tulane University 1993 — 1998
B.S., Electrical Engineering
ITIS Volterra 1987 — 1993
High School Diploma, Computer Science
Entergy August 2015 - Present
Tulane University August 2002 - Present
Entergy January 2014 - August 2015
Entergy June 2008 - January 2014
Goldman Sachs - Private Wealth Management January 2006 - May 2008
SAIC August 2000 - January 2006
Skills
Aikido, Business Analysis, SDLC, Query Tuning, Database Design, Software Development, Software Project..., Requirements Analysis, SQL, Databases, Enterprise Architecture, PHP, Analysis, SOA, Microsoft SQL Server, Architectures, Software Documentation, Project Planning, Process Improvement, Program Management, Disaster Recovery, IT Management, Oracle, Software Engineering, Business Process..., Solution Architecture, Testing, Architecture, C++, IT Strategy, Perl, Programming, Visio, Software Design, MySQL, PL/SQL, MS Project, Requirements Gathering, Integration, Project Management, Business Process
Education
Tulane University 2002 — 2004
Ph.D., Electrical Engineering
Tulane University 1999 — 2001
M.S., Computer Science
Drexel University 1998 — 1999
Systems Engineering
Tulane University 1993 — 1998
B.S., Electrical Engineering
ITIS Volterra 1987 — 1993
High School Diploma, Computer Science
Christopher Duda's Goldman Sachs, Private Wealth Management Experience 2001 - Present
Job Vice President at Goldman Sachs
Industry Financial Services
Experience
Goldman Sachs, Private Wealth Management 2001 - Present
ICG Communications 1999 - 1999
New York State Democratic Committee 1997 - 1999
Democratic Senatorial Campaign Committee 1997 - 1997
Democratic National Committee/Clinton Gore '96 1995 - 1997
Skills
Structured Finance, Capital Markets, Strategic Planning, Private Equity, Hedge Funds, Equities, Finance, Rates, Financial Modeling, Bloomberg, Investment Banking, Fixed Income, Emerging Markets, Alternative Investments, Valuation
Education
Yale University - Yale School of Management 1999 — 2001
MBA, Finance
University of Maryland College Park 1989 — 2004
Goldman Sachs, Private Wealth Management 2001 - Present
ICG Communications 1999 - 1999
New York State Democratic Committee 1997 - 1999
Democratic Senatorial Campaign Committee 1997 - 1997
Democratic National Committee/Clinton Gore '96 1995 - 1997
Skills
Structured Finance, Capital Markets, Strategic Planning, Private Equity, Hedge Funds, Equities, Finance, Rates, Financial Modeling, Bloomberg, Investment Banking, Fixed Income, Emerging Markets, Alternative Investments, Valuation
Education
Yale University - Yale School of Management 1999 — 2001
MBA, Finance
University of Maryland College Park 1989 — 2004
Jeffrey Bates's Goldman Sachs, Private Wealth Management Experience August 1992 - October 2001
Job Managing Partner, Kings Point Capital
Industry Investment Management
Experience
Kings Point Capital December 2005 - Present
Green Square Capital, LLC October 2001 - November 2005
Goldman Sachs Private Wealth Management August 1992 - October 2001
Skills
Investment Management, Portfolio Management, Wealth Management, Investments, Wealth
Education
Duke University - The Fuqua School of Business 1990 — 1992
MBA
Tufts University 1980 — 1984
BS, Computer Science
Kings Point Capital December 2005 - Present
Green Square Capital, LLC October 2001 - November 2005
Goldman Sachs Private Wealth Management August 1992 - October 2001
Skills
Investment Management, Portfolio Management, Wealth Management, Investments, Wealth
Education
Duke University - The Fuqua School of Business 1990 — 1992
MBA
Tufts University 1980 — 1984
BS, Computer Science
David Savarese's Goldman Sachs, Private Wealth Management Experience April 2005 - September 2006
Job Consultant at Jacobs
Industry Information Technology and Services
Experience
Jacobs March 2014 - Present
Jacobs Engineering October 2011 - Present
Capitol Riverfront BID December 2010 - October 2011
Capital Assets Planning, Inc. April 2009 - October 2010
Appraisal One December 2008 - March 2009
Keeper's Inc and Northern Virginia Temps October 2008 - December 2008
Union Square Partnership August 2007 - September 2008
New York City Department of City Planning June 2007 - August 2007
Long Term Care Community Coalition October 2006 - December 2006
Goldman Sachs Private Wealth Management April 2005 - September 2006
Skills
Community Development, Project Management, Writing, Economic Development, Public Policy, Budgets, Policy, Editing, Analysis, Management, Non-profits, Research, Office Management, Government, Nonprofits, Program Management, Community Outreach, Marketing, Fundraising, Proposal Writing, Project Planning
Education
New School University 2006 — 2008
Master of Science, Urban Policy / Health Policy
New College of Florida 2000 — 2004
Bachelor of Arts, Sociology
Jacobs March 2014 - Present
Jacobs Engineering October 2011 - Present
Capitol Riverfront BID December 2010 - October 2011
Capital Assets Planning, Inc. April 2009 - October 2010
Appraisal One December 2008 - March 2009
Keeper's Inc and Northern Virginia Temps October 2008 - December 2008
Union Square Partnership August 2007 - September 2008
New York City Department of City Planning June 2007 - August 2007
Long Term Care Community Coalition October 2006 - December 2006
Goldman Sachs Private Wealth Management April 2005 - September 2006
Skills
Community Development, Project Management, Writing, Economic Development, Public Policy, Budgets, Policy, Editing, Analysis, Management, Non-profits, Research, Office Management, Government, Nonprofits, Program Management, Community Outreach, Marketing, Fundraising, Proposal Writing, Project Planning
Education
New School University 2006 — 2008
Master of Science, Urban Policy / Health Policy
New College of Florida 2000 — 2004
Bachelor of Arts, Sociology
Jeri Slavin's Goldman Sachs, Private Wealth Management Experience August 1994 - August 2002
Job President at Rudolph Investments LLC
Industry Investment Management
Experience
Rudolph Investments LLC November 2010 - Present
UBS Financial Services August 2002 - November 2010
Goldman Sachs Private Wealth Management August 1994 - August 2002
Skills
Product Development, Alternative Investments, Entrepreneurship, Fixed Income, Equities, Wealth Management, Hedge Funds, Capital Markets, Asset Allocation, Series 63, Investment Management, Investment Strategies, Private Equity, Portfolio Management, Asset Management, Wealth Management..., Investment Advisory, Series 7
Education
Harvard Business School 1992 — 1994
MBA
Washington University 1984 — 1987
AM, Art History
Brandeis University 1982 — 1984
BA, Art History
Rudolph Investments LLC November 2010 - Present
UBS Financial Services August 2002 - November 2010
Goldman Sachs Private Wealth Management August 1994 - August 2002
Skills
Product Development, Alternative Investments, Entrepreneurship, Fixed Income, Equities, Wealth Management, Hedge Funds, Capital Markets, Asset Allocation, Series 63, Investment Management, Investment Strategies, Private Equity, Portfolio Management, Asset Management, Wealth Management..., Investment Advisory, Series 7
Education
Harvard Business School 1992 — 1994
MBA
Washington University 1984 — 1987
AM, Art History
Brandeis University 1982 — 1984
BA, Art History
Blake Cramsie's Goldman Sachs, Private Wealth Management Experience April 2007 - August 2010
Job Insurance Company Team Leader at Zurich North America
Industry Insurance
Experience
Zurich North America September 2014 - Present
Zurich North America January 2013 - September 2014
Zurich North America August 2010 - January 2013
Goldman Sachs - Private Wealth Management April 2007 - August 2010
PNC Investments 2006 - 2006
Skills
Underwriting, Employment Practices..., General Insurance, Risk Management, Hedge Funds, Mutual Funds, D&O, Financial Modeling, Portfolio Management, Commercial Insurance, Commercial Lines, Fiduciary, Financial Analysis, Asset Management, Professional Liability, Directors & Officers..., Casualty, Reinsurance, Corporate Law, Insurance, Financial Services, Financial Risk, Liability, Investments, Credit, Finance, Strategic Financial..., Claim, Property & Casualty..., Legal Liability, Banking, Brokers
Education
Rutgers University-New Brunswick 2001 — 2006
BA
Fairleigh Dickinson University 2007 — 2009
Masters of Business Administration, Finance
Zurich North America September 2014 - Present
Zurich North America January 2013 - September 2014
Zurich North America August 2010 - January 2013
Goldman Sachs - Private Wealth Management April 2007 - August 2010
PNC Investments 2006 - 2006
Skills
Underwriting, Employment Practices..., General Insurance, Risk Management, Hedge Funds, Mutual Funds, D&O, Financial Modeling, Portfolio Management, Commercial Insurance, Commercial Lines, Fiduciary, Financial Analysis, Asset Management, Professional Liability, Directors & Officers..., Casualty, Reinsurance, Corporate Law, Insurance, Financial Services, Financial Risk, Liability, Investments, Credit, Finance, Strategic Financial..., Claim, Property & Casualty..., Legal Liability, Banking, Brokers
Education
Rutgers University-New Brunswick 2001 — 2006
BA
Fairleigh Dickinson University 2007 — 2009
Masters of Business Administration, Finance
Ronald Levin's Goldman Sachs, Private Wealth Management Experience 1982 - Present
Job Managing Director at Goldman Sachs Asset Management
Industry Financial Services
Experience
Goldman Sachs Private Wealth Management 1982 - Present
Education
Harvard Business School 1980 — 1982
MBA, Business
Claremont McKenna College 1976 — 1980
BA, Economics
Goldman Sachs Private Wealth Management 1982 - Present
Education
Harvard Business School 1980 — 1982
MBA, Business
Claremont McKenna College 1976 — 1980
BA, Economics
Ed McNamara's Goldman Sachs, Private Wealth Management Experience July 2007 - December 2010
Job Health Care Innovation & Transformation
Industry Hospital & Health Care
Experience
Health Research, Inc. July 2015 - Present
Prime Care Physicians, PLLC January 2012 - July 2015
Hudson Valley Community College August 2008 - December 2012
Prime Care Physicians, PLLC December 2010 - January 2012
Goldman Sachs Private Wealth Management July 2007 - December 2010
CENTER FOR MEDICAL SCIENCE, INC November 2002 - August 2005
New York State Senate Office of the Majority Leader May 2001 - December 2001
Skills
Excel, Microsoft Office
Education
University at Albany, SUNY 2005 — 2007
MBA
University at Albany, SUNY 2000 — 2003
BA, History
Health Research, Inc. July 2015 - Present
Prime Care Physicians, PLLC January 2012 - July 2015
Hudson Valley Community College August 2008 - December 2012
Prime Care Physicians, PLLC December 2010 - January 2012
Goldman Sachs Private Wealth Management July 2007 - December 2010
CENTER FOR MEDICAL SCIENCE, INC November 2002 - August 2005
New York State Senate Office of the Majority Leader May 2001 - December 2001
Skills
Excel, Microsoft Office
Education
University at Albany, SUNY 2005 — 2007
MBA
University at Albany, SUNY 2000 — 2003
BA, History
Anthony James's Goldman Sachs, Private Wealth Management Experience October 2008 - July 2011
Job Associate
Industry Investment Banking
Experience
Bank of America Merrill Lynch July 2013 - Present
Goldman Sachs Private Wealth Management October 2008 - July 2011
JPMorgan Equity Research April 2007 - September 2007
JPMorgan Private Bank July 2004 - April 2007
Education
Tuck School of Business at Dartmouth 2011 — 2013
MBA, General Management
Boston College 2000 — 2004
BSc, Management
Bank of America Merrill Lynch July 2013 - Present
Goldman Sachs Private Wealth Management October 2008 - July 2011
JPMorgan Equity Research April 2007 - September 2007
JPMorgan Private Bank July 2004 - April 2007
Education
Tuck School of Business at Dartmouth 2011 — 2013
MBA, General Management
Boston College 2000 — 2004
BSc, Management
Sravanth Gutta's Goldman Sachs, Private Wealth Management Experience February 2012 - January 2015
Job Senior Application Developer at EMC
Industry Computer Software
Experience
EMC January 2015 - Present
Goldman Sachs - Private Wealth Management February 2012 - January 2015
Texas Engineering Experiment Station June 2011 - December 2011
Texas A&M University September 2010 - May 2011
Infosys Technologies Limited October 2007 - February 2010
Skills
Microsoft SQL Server..., SSIS, SSRS, SSAS 2008, Tableau, Java, T-SQL, Informatica, Microsoft SQL Server, Web Technologies –..., Sybase 15/12.5, DB2, Oracle 10g, MS Access, Sterling Commerce DOM..., PL/SQL, C, Perl Script, Linux, Solaris, HP Quality Center, Toad, Access, Perl, JSP, Business Analysis, Databases, Sybase, XML, JavaScript
Education
Texas A&M University - Mays Business School 2010 — 2011
Master of Science (MS), Management Information Systems, 3.88
Andhra University 2003 — 2007
Bachelor of Engineering, Electrical and Electronics Engineering, 3.63
Gowtham
EMC January 2015 - Present
Goldman Sachs - Private Wealth Management February 2012 - January 2015
Texas Engineering Experiment Station June 2011 - December 2011
Texas A&M University September 2010 - May 2011
Infosys Technologies Limited October 2007 - February 2010
Skills
Microsoft SQL Server..., SSIS, SSRS, SSAS 2008, Tableau, Java, T-SQL, Informatica, Microsoft SQL Server, Web Technologies –..., Sybase 15/12.5, DB2, Oracle 10g, MS Access, Sterling Commerce DOM..., PL/SQL, C, Perl Script, Linux, Solaris, HP Quality Center, Toad, Access, Perl, JSP, Business Analysis, Databases, Sybase, XML, JavaScript
Education
Texas A&M University - Mays Business School 2010 — 2011
Master of Science (MS), Management Information Systems, 3.88
Andhra University 2003 — 2007
Bachelor of Engineering, Electrical and Electronics Engineering, 3.63
Gowtham
Danny Bean's Goldman Sachs, Private Wealth Management Experience January 2010 - Present
Job Financial Analyst
Industry Investment Management
Experience
Goldman Sachs Private Wealth Management January 2010 - Present
Skills
Bloomberg, Fixed Income, Morningstar, Equities, Options Strategies
Education
Texas State University 2006 — 2009
BBA, Finance
Goldman Sachs Private Wealth Management January 2010 - Present
Skills
Bloomberg, Fixed Income, Morningstar, Equities, Options Strategies
Education
Texas State University 2006 — 2009
BBA, Finance
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY