Hayley Gilbert

Hayley Gilbert Email and Phone Number

Director of Client Operations & Investments at Ohana Advisors, LLC @ Ohana Advisors, LLC
Hayley Gilbert's Location
San Francisco, California, United States, United States
Hayley Gilbert's Contact Details

Hayley Gilbert personal email

n/a
About Hayley Gilbert

Experienced Wealth Management Professional with a demonstrated history of working in the financial services industry. Skilled in providing comprehensive wealth management services to high net worth families, individuals & foundations with focuses in attentive client service, cash flow management, strategic asset allocation & wealth transfer considerations.

Hayley Gilbert's Current Company Details
Ohana Advisors, LLC

Ohana Advisors, Llc

View
Director of Client Operations & Investments at Ohana Advisors, LLC
Hayley Gilbert Work Experience Details
  • Ohana Advisors, Llc
    Director Of Client Operations & Investments
    Ohana Advisors, Llc Aug 2020 - Present
    San Rafael, California, Us
    View
  • Goldman Sachs
    Associate Wealth Management Professional
    Goldman Sachs Feb 2018 - Jul 2020
    New York, New York, Us
    Assist high net worth individuals, families and foundations to pursue their wealth management goals as part of a private wealth advisory team. Work closely with clients in conjunction with their tax advisers, estate planners and family offices to provide asset allocation advice, liquidity management and attentive client service.
    View
  • Goldman Sachs
    Senior Analyst, Private Wealth Management Operations
    Goldman Sachs Jul 2015 - Feb 2018
    New York, New York, Us
    Managed 300+ private wealth management sales teams globally. Liaised between Operations, Legal, Compliance, and Sales departments to provide white glove client service to high net worth individuals' needs. Worked with senior management to increase client service metrics reporting using Tableau and Alteryx.
    View
  • Goldman Sachs
    Operations Summer Analyst
    Goldman Sachs May 2014 - Aug 2014
    New York, New York, Us
    View
  • The Kinc
    International Summer Intern
    The Kinc May 2013 - Aug 2013
    Worked as a summer intern for an action sports marketing firm. Created a 3-tiered marketing plan for action sports brands, including project and implementation timelines.Managed sales report and inventory for brands' product disbursement.

Hayley Gilbert Skills

Microsoft Excel Public Speaking Client Services Teamwork Leadership

Hayley Gilbert Education Details

  • University Of Arizona - Eller College Of Management
    University Of Arizona - Eller College Of Management
    Business/Managerial Economics

Frequently Asked Questions about Hayley Gilbert

What company does Hayley Gilbert work for?

Hayley Gilbert works for Ohana Advisors, Llc

What is Hayley Gilbert's role at the current company?

Hayley Gilbert's current role is Director of Client Operations & Investments at Ohana Advisors, LLC.

What is Hayley Gilbert's email address?

Hayley Gilbert's email address is ha****@****chs.com

What schools did Hayley Gilbert attend?

Hayley Gilbert attended University Of Arizona - Eller College Of Management.

What skills is Hayley Gilbert known for?

Hayley Gilbert has skills like Microsoft Excel, Public Speaking, Client Services, Teamwork, Leadership.

Free Chrome Extension

Find emails, phones & company data instantly

Find verified emails from LinkedIn profiles
Get direct phone numbers & mobile contacts
Access company data & employee information
Works directly on LinkedIn - no copy/paste needed
Get Chrome Extension - Free

Aero Online

Your AI prospecting assistant

Download 750 million emails and 100 million phone numbers

Access emails and phone numbers of over 750 million business users. Instantly download verified profiles using 20+ filters, including location, job title, company, function, and industry.