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Aileen Goh Email & Phone Number
Senior Financial Advisor, Senior Vice President - Investments Officer
at
Wells Fargo Advisors
1 work email found
@wellsfargoadvisors.com
1 phone found area 415
LinkedIn matched
✓ Verified Jul 2026
4 data sources
Profile completeness 100%
Current company
Role
Senior Financial Advisor, Senior Vice President - Investments Officer
Location
San Francisco, California, United States
Company size
Who is Aileen Goh? Overview
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Quick answer
Aileen Goh is listed as Senior Financial Advisor, Senior Vice President - Investments Officer at Wells Fargo Advisors, a with 14520 employees, based in San Francisco, California, United States. AeroLeads shows a work email signal at wellsfargoadvisors.com, phone signal with area code 415, and a matched LinkedIn profile for Aileen Goh.
Aileen Goh previously worked as Financial Advisor, First Vice President - Investments Officer at Wells Fargo Advisors and Registered Client Associate at Wells Fargo Advisors. Aileen Goh holds Economics from University Of Malaya.
Company email context
Email format at Wells Fargo Advisors
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{first}.{last}@wellsfargoadvisors.com
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AeroLeads found 1 current-domain work email signal for Aileen Goh. Compare company email patterns before reaching out.
Profile bio
About Aileen Goh
As a Financial Advisor, I am dedicated to helping my clients meet their financial goals. Whether you are planning your retirement, saving for your children’s or grandchildren’s education, or looking to preserve your wealth, I can help. I will work with you to navigate the complexities of personal wealth management so you can focus on your family, career or enjoy your retirement. I have over 22 years of experience in the financial services industry. I earned my Economics degree with minor in Social Science from University of Malaya in Malaysia and hold the Series 7 and 66 registrations. I speak English, Mandarin, Cantonese, Taiwanese and Malay languages. Away from work I enjoy taking domestic and international trips to explore the nature, global cultures and cuisines.
Listed skills include Retirement Planning, Multi Generation Wealth Planning, Investments, Insurance, and 1 others.
Current workplace
Aileen Goh's current company
Company context helps verify the profile and gives searchers a useful next step.
Wells Fargo Advisors
8 roles · 33 years
Aileen Goh work experience
A career timeline built from the work history available for this profile.
Financial Advisor, First Vice President - Investments Officer
Provide customized wealth management services to a select group of affluent clients.
Registered Client Associate
Jun 2011 - Oct 2013
Private Banking Client Relation Management
Wells Fargo Bank, N.A.
Provide exceptional high-touch customer experience to the exclusive, by invitation only Private Bank clients.
Apr 2009 - Jun 2011
Sales Management
Developed and executed sales strategies for one-stop financial solution to clients including cash management, financial planning, investments, alternative investments, lending and estate planning. Experience in domestic and international markets.
Jan 2003 - Jan 2009
Client Relation Management
Partnered with the private wealth managers to deliver exceptional high-touch customer experience to exclusive segment of high net worth clientele. Acted as the primary liaison between the clients and the company’s internal departments to provide seamless and client-needs-driven solutions.
Dec 2000 - Dec 2002
Corporate Sales Account Manager
Acquired new institution clients and managed corporate accounts in a highly competitive telecommunications industry.
1997 - 2000
~3 yrs
Marketing Executive
Bhlb Pacific Trust
Planned and implemented marketing and advertising activities for five mutual funds.
1994 - 1997
~3 yrs
Team & coworkers
Colleagues at Wells Fargo Advisors
Other employees you can reach at wellsfargoadvisors.com. View company contacts for 14520 employees →
RA
Rodrigo Alejandro Hernandez Acosta
Colleague at Wells Fargo AdvisorsEl Paso, Texas, United States
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JK
Janice Knight
Colleague at Wells Fargo AdvisorsBrandon, Florida, United States
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TC
Tj Caughell
Colleague at Wells Fargo AdvisorsUnited States
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AF
Alex Frank
Colleague at Wells Fargo AdvisorsSan Francisco, California, United States
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JP
Jeff Pitzer
Colleague at Wells Fargo AdvisorsBloomington, Illinois, United States
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MS
Michael Shore
Colleague at Wells Fargo AdvisorsCharlotte, North Carolina, United States
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SM
Spencer Madden
Colleague at Wells Fargo AdvisorsAnchorage, Alaska, United States
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GZ
Greg Zier
Colleague at Wells Fargo AdvisorsSaint Johns, Florida, United States
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NP
N'Dea Petteway
Colleague at Wells Fargo AdvisorsPhiladelphia, Pennsylvania, United States
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BJ
Brian Jeffries
Colleague at Wells Fargo AdvisorsGreater Phoenix Area, United States
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Rodrigo Alejandro Hernandez Acosta
Colleague at Wells Fargo AdvisorsEl Paso, Texas, United States
View →
JK
Janice Knight
Colleague at Wells Fargo AdvisorsBrandon, Florida, United States
View →
TC
Tj Caughell
Colleague at Wells Fargo AdvisorsUnited States
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AF
Alex Frank
Colleague at Wells Fargo AdvisorsSan Francisco, California, United States
View →
JP
Jeff Pitzer
Colleague at Wells Fargo AdvisorsBloomington, Illinois, United States
View →
MS
Michael Shore
Colleague at Wells Fargo AdvisorsCharlotte, North Carolina, United States
View →
SM
Spencer Madden
Colleague at Wells Fargo AdvisorsAnchorage, Alaska, United States
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GZ
Greg Zier
Colleague at Wells Fargo AdvisorsSaint Johns, Florida, United States
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NP
N'Dea Petteway
Colleague at Wells Fargo AdvisorsPhiladelphia, Pennsylvania, United States
View →
BJ
Brian Jeffries
Colleague at Wells Fargo AdvisorsGreater Phoenix Area, United States
View →
2 education records
Aileen Goh education
Economics
University Of Malaya
Education record
Penang Chinese Girls' High School
FAQ
Frequently asked questions about Aileen Goh
Quick answers generated from the profile data available on this page.
What company does Aileen Goh work for?
Aileen Goh works for Wells Fargo Advisors.
What is Aileen Goh's role at Wells Fargo Advisors?
Aileen Goh is listed as Senior Financial Advisor, Senior Vice President - Investments Officer at Wells Fargo Advisors.
What is Aileen Goh's email address?
AeroLeads has found 1 work email signal at @wellsfargoadvisors.com for Aileen Goh at Wells Fargo Advisors.
What is Aileen Goh's phone number?
AeroLeads has found 1 phone signal(s) with area code 415 for Aileen Goh at Wells Fargo Advisors.
Where is Aileen Goh based?
Aileen Goh is based in San Francisco, California, United States while working with Wells Fargo Advisors.
What companies has Aileen Goh worked for?
Aileen Goh has worked for Wells Fargo Advisors, Wells Fargo Bank, N.A., Merrill Lynch, Maxis Communications Bhd, and Bhlb Pacific Trust.
Who are Aileen Goh's colleagues at Wells Fargo Advisors?
Aileen Goh's colleagues at Wells Fargo Advisors include Rodrigo Alejandro Hernandez Acosta, Janice Knight, Tj Caughell, Alex Frank, and Jeff Pitzer.
How can I contact Aileen Goh?
You can use AeroLeads to view verified contact signals for Aileen Goh at Wells Fargo Advisors, including work email, phone, and LinkedIn data when available.
What schools did Aileen Goh attend?
Aileen Goh holds Economics from University Of Malaya.
What skills is Aileen Goh known for?
Aileen Goh is listed with skills including Retirement Planning, Multi Generation Wealth Planning, Investments, Insurance, and Annuity.
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