Lior Samuel Hadida Email & Phone Number

Juno Beach, Fl, Us

Project Manager Mergers & Acquisitions (M&A) in Distributed Generation Buy Side & Sell Side Exposure Renewable Energy coverage (solar, battery storage, natural gas)

New York, New York, Us

Goldman Sachs Private Wealth Management (PWM) specializes in creating comprehensive wealth management plans for ultra-high net worth individuals and families, as well as select institutions, including foundations and endowments. PWM teams work one-on-one with clients to advise and deliver customized strategies drawn from our deep investment experience, diverse wealth management capabilities and global reach. Our Private Wealth Advisors (PWAs) deliver an unparalleled investment platform inclusive of the full product and service offerings of Goldman Sachs and beyond, which may include tax and estate planning, philanthropic planning and private banking and lending services. As client needs evolve, this close relationship allows the team to offer complementary services and new opportunities by leveraging the resources of Goldman Sachs and beyond.

New York, New York, Us

• Financial Planning Education to a wide variety of our Fortune 500 client companies in areas such as retirement, investing, budgeting, insurance, income taxes, and estate planning• Built relationships and motivated clients to take action towards achieving their personal financial goals • Participated in Goldman Sachs’ training modules to learn technical material related to each financial topic, how to analyze applicable strategies and efficiently communicate concepts to clients • Developed financial reports and analyses regarding asset allocation, retirement planning, education funding, risk management, and federal income tax using internal tools and software • Subject matter expert in company benefits including 401(k), pension, life and disability insurance, medical insurance, equity and stock awards, and deferred compensation • Adhered to industry and Goldman Sachs’ policies, procedures and complianceAyco is a national leader in company-sponsored financial counseling programs for every employee, from entry-level to C-suite. Our programs help create a more productive, financially well and engaged workforce.

Washington, Dc, Us

• Established a chapter that united Jewish students while bridging other diversity-focused initiatives• Developed a legacy plan to ensure chapter sustainability and increase long-term volunteerism

Clarkson University Honors Program and Village of Potsdam• Took part in a college-wide initiative to propose a new canal repair plan to local officials instead of building a new canal, saving $30 million in budget• Researched grant opportunities and wrote funding requests• Presented results to the task force and local officials e.g. using plastic culverts instead of metalClarkson University Curricular: • Financial Information & Analysis Major• Member of Clarkson University's Honors Program• Dean's List & Presidential Scholar• Beta Alpha Psi Honor Society for Finance & Accounting• Phalanx Award Recipient for Outstanding Leadership• Student Government- Clarkson School Class of 2018• Chair of Parental Relations for Delta Upsilon International Fraternity• International Student Organization• Student Mentor for the Honors Program

Master Of Business Administration - Mba, Business Analytics

Bachelor'S Degree, Financial Information & Analysis

High School Diploma