David J.

David J. Email and Phone Number

Vice President and Wealth Management Professional @ Goldman Sachs
Dallas, TX, US
David J.'s Location
Dallas, Texas, United States, United States
About David J.

Experienced Transition Project Coordinator with a demonstrated history of working in the financial services industry. Skilled in Project Management, Risk Management, Customer Service, Securities and Microsoft Office. Strong finance professional with a BBA focused in Marketing from Baylor University - Hankamer School of Business.

David J.'s Current Company Details
Goldman Sachs

Goldman Sachs

View
Vice President and Wealth Management Professional
Dallas, TX, US
Website:
goldmansachs.com
Employees:
65498
David J. Work Experience Details
  • Goldman Sachs
    Vice President And Wealth Management Professional
    Goldman Sachs
    Dallas, Tx, Us
  • Goldman Sachs
    Vice President / Wealth Management Professional
    Goldman Sachs Dec 2024 - Present
    New York, New York, Us
  • Goldman Sachs
    Wealth Management Professional
    Goldman Sachs Jun 2021 - Dec 2024
    New York, New York, Us
  • Prospera Financial
    Transition Project Coordinator
    Prospera Financial Oct 2019 - Jun 2021
    Dallas, Tx, Us
  • Usaa
    Brokerage Services Representative At Usaa Financial Advisors
    Usaa Jun 2019 - Oct 2019
    San Antonio, Texas, Us
  • Texas Capital Bank
    Client Service Associate
    Texas Capital Bank Jun 2018 - Apr 2019
    Dallas, Tx, Us
  • J.P. Morgan Asset Management
    Client Service Associate At J.P. Morgan Private Bank
    J.P. Morgan Asset Management 2017 - 2018
    New York, Ny, Us
  • J.P. Morgan Chase Bank, N.A.
    Chase Private Client
    J.P. Morgan Chase Bank, N.A. 2016 - 2017
    New York, Ny, Us
  • Morgan Stanley
    Financial Advisor
    Morgan Stanley 2015 - 2016
    New York, Ny, Us
    Financial Advisor
  • Bank Of America Merrill Lynch
    Global Wealth Investment Management
    Bank Of America Merrill Lynch 2013 - 2015
    Charlotte, Nc, Us
    Global Income Operations Team Leader
  • Bank Of America Merrill Lynch
    Global Wealth Investment Management
    Bank Of America Merrill Lynch 2010 - 2013
    Charlotte, Nc, Us
    Corporate Actions Operations Analyst
  • J.P. Morgan
    Worldwide Securities Services / Investment Management Segment
    J.P. Morgan 2008 - 2010
    New York, Ny, Us
    Relationship Management
  • J.P. Morgan
    Worldwide Securities Services / Corp Reorg Client Service
    J.P. Morgan 2007 - 2008
    New York, Ny, Us
    Sr. Client Service Associate
  • J.P. Morgan
    Worldwide Securities Services / Corporate Reorganizations
    J.P. Morgan 2005 - 2007
    New York, Ny, Us
    Securities Specialist
  • Chase
    Small Business Banking - Retail Financial Services
    Chase 2004 - 2005
    New York, Ny, Us
    Small Business Banker

David J. Education Details

  • Baylor University
    Baylor University
    Marketing

Frequently Asked Questions about David J.

What company does David J. work for?

David J. works for Goldman Sachs

What is David J.'s role at the current company?

David J.'s current role is Vice President and Wealth Management Professional.

What schools did David J. attend?

David J. attended Baylor University.

Who are David J.'s colleagues?

David J.'s colleagues are Emilia Zaragoza, Ca Abhishek Jp, Himanshu Garg, 艾龙斯, Tarang Parikh, Akhila Chepyala, Jaya Patel.

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