David J. Email and Phone Number
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.
Goldman Sachs
View- Website:
- goldmansachs.com
- Employees:
- 65498
-
Vice President And Wealth Management ProfessionalGoldman SachsDallas, Tx, Us -
Vice President / Wealth Management ProfessionalGoldman Sachs Dec 2024 - PresentNew York, New York, Us -
Wealth Management ProfessionalGoldman Sachs Jun 2021 - Dec 2024New York, New York, Us -
Transition Project CoordinatorProspera Financial Oct 2019 - Jun 2021Dallas, Tx, Us -
Brokerage Services Representative At Usaa Financial AdvisorsUsaa Jun 2019 - Oct 2019San Antonio, Texas, Us -
Client Service AssociateTexas Capital Bank Jun 2018 - Apr 2019Dallas, Tx, Us -
Client Service Associate At J.P. Morgan Private BankJ.P. Morgan Asset Management 2017 - 2018New York, Ny, Us -
Chase Private ClientJ.P. Morgan Chase Bank, N.A. 2016 - 2017New York, Ny, Us -
Financial AdvisorMorgan Stanley 2015 - 2016New York, Ny, UsFinancial Advisor -
Global Wealth Investment ManagementBank Of America Merrill Lynch 2013 - 2015Charlotte, Nc, UsGlobal Income Operations Team Leader -
Global Wealth Investment ManagementBank Of America Merrill Lynch 2010 - 2013Charlotte, Nc, UsCorporate Actions Operations Analyst -
Worldwide Securities Services / Investment Management SegmentJ.P. Morgan 2008 - 2010New York, Ny, UsRelationship Management -
Worldwide Securities Services / Corp Reorg Client ServiceJ.P. Morgan 2007 - 2008New York, Ny, UsSr. Client Service Associate -
Worldwide Securities Services / Corporate ReorganizationsJ.P. Morgan 2005 - 2007New York, Ny, UsSecurities Specialist -
Small Business Banking - Retail Financial ServicesChase 2004 - 2005New York, Ny, UsSmall Business Banker
David J. Education Details
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Baylor UniversityMarketing
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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