Thomas D'Angelo

Thomas D'Angelo Email and Phone Number

Vice President - Goldman Sachs Family Office @ The Ayco Company, L.P., a Goldman Sachs Company
Jersey City, NJ, US
Thomas D'Angelo's Location
Jersey City, New Jersey, United States, United States
Thomas D'Angelo's Contact Details

Thomas D'Angelo personal email

About Thomas D'Angelo

Advise clients on all areas of financial planning including, but not limited to, taxes, estate planning, wealth transfer, insurance, investment management, benefits/compensation and retirement planning. Advise clients on the most advantageous use of tax and estate planning strategies to reduce tax liabilities and transfer wealth to beneficiaries. Supervises the drafting and implementation of estate and gift planning strategies, including family limited partnerships, generation skipping tax-exempt dynasty trusts, and grantor retained annuity trusts. Prepare and review client's personal income and gift tax returns as well as income tax returns for partnerships and trusts. Clients include current and former partners of Goldman Sachs, private company executives, entrepreneurs and high-net-worth families.

Thomas D'Angelo's Current Company Details
The Ayco Company, L.P., a Goldman Sachs Company

The Ayco Company, L.P., A Goldman Sachs Company

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Vice President - Goldman Sachs Family Office
Jersey City, NJ, US
Website:
gs.com/cmc
Employees:
24
Thomas D'Angelo Work Experience Details
  • The Ayco Company, L.P., A Goldman Sachs Company
    Vice President - Goldman Sachs Family Office
    The Ayco Company, L.P., A Goldman Sachs Company
    Jersey City, Nj, Us
  • The Ayco Company, L.P., A Goldman Sachs Company
    Vice President - Goldman Sachs Family Office
    The Ayco Company, L.P., A Goldman Sachs Company Aug 2013 - Present
    Cohoes, New York, Us
    Advise clients on all areas of financial planning including, but not limited to, taxes, estate planning, wealth transfer, insurance, investment management, benefits/compensation and retirement planning. Advise clients on the most advantageous use of tax and estate planning strategies to reduce tax liabilities and transfer wealth to beneficiaries. Supervises the drafting and implementation of estate and gift planning strategies, including family limited partnerships, generation skipping tax-exempt dynasty trusts, and grantor retained annuity trusts. Prepare and review client's personal income and gift tax returns as well as income tax returns for partnerships and trusts. Clients include current and former partners of Goldman Sachs, private company executives, entrepreneurs and high-net-worth families.
  • The Ayco Company, L.P., A Goldman Sachs Company
    Vice President - Financial Counseling
    The Ayco Company, L.P., A Goldman Sachs Company Jan 2013 - Jul 2013
    Cohoes, New York, Us
    Advise clients on all areas of financial planning including, but not limited to, taxes, estate planning, wealth transfer, insurance, investment management, benefits/compensation and retirement planning. Clients include public/private company executives, entrepreneurs and high-net-worth families.
  • The Ayco Company, L.P., A Goldman Sachs Company
    Account Manager
    The Ayco Company, L.P., A Goldman Sachs Company Jan 2010 - Dec 2012
    Cohoes, New York, Us
    Advise clients on all areas of financial planning including, but not limited to, taxes, estate planning, wealth transfer, insurance, investment management, benefits/compensation and retirement planning. Clients include public/private company executives, entrepreneurs and high-net-worth families.
  • The Ayco Company, L.P., A Goldman Sachs Company
    Executive Financial Planner
    The Ayco Company, L.P., A Goldman Sachs Company Jul 2009 - Dec 2009
    Cohoes, New York, Us
    Advise clients on all areas of financial planning including, but not limited to, taxes, estate planning, wealth transfer, insurance, investment management, benefits/compensation and retirement planning. Clients include public/private company executives, entrepreneurs and high-net-worth families.
  • The Ayco Company, L.P., A Goldman Sachs Company
    Senior Financial Planner
    The Ayco Company, L.P., A Goldman Sachs Company Jul 2008 - Jun 2009
    Cohoes, New York, Us
    Advise clients on all areas of financial planning including, but not limited to, taxes, estate planning, wealth transfer, insurance, investment management, benefits/compensation and retirement planning. Clients include public/private company executives, entrepreneurs and high-net-worth families.
  • The Ayco Company, L.P., A Goldman Sachs Company
    Financial Planner
    The Ayco Company, L.P., A Goldman Sachs Company Sep 2007 - Jun 2008
    Cohoes, New York, Us
    Advise clients on all areas of financial planning including, but not limited to, taxes, estate planning, wealth transfer, insurance, investment management, benefits/compensation and retirement planning. Clients include public/private company executives, entrepreneurs and high-net-worth families.
  • The Ayco Company, L.P., A Goldman Sachs Company
    Financial Analyst
    The Ayco Company, L.P., A Goldman Sachs Company Sep 2006 - Sep 2007
    Cohoes, New York, Us
    Advise clients on all areas of financial planning including, but not limited to, taxes, estate planning, wealth transfer, insurance, investment management, benefits/compensation and retirement planning. Clients include public/private company executives, entrepreneurs and high-net-worth families.
  • Superior Court Of New Jersey
    Law Clerk To The Honorable Ronald B. Sokalski
    Superior Court Of New Jersey Sep 2005 - Aug 2006
    Trenton, Nj, Us
    Conduct research and draft disposition memoranda for civil and general equity actions including medical malpractice, products liability, personal injury, commercial, and insurance matters. Attend and participate in motion hearings, attorney conferences and trials. Manage and facilitate the Judge’s docket and motion calendar. Mediate (Trained Rule 1:40 Mediator) Small Claims and Landlord/Tenant disputes.

Thomas D'Angelo Skills

Estate Planning Financial Planning Asset Allocation Retirement Planning Strategic Financial Planning Finance Wealth Income Tax Investment Advisory Investment Strategies Insurance Planning Insurance Trusts Investment Management Tax Preparation Tax Accounting Estate Tax Planning Inheritance Tax Planning Health Insurance Employee Benefits Financial Advisory Equities Fixed Annuities Tax Wealth Management Mutual Funds Investments Securities Series 7 401k Asset Management Alternative Investments Personal Financial Planning Hedge Funds Portfolio Management Fixed Income High Net Worth Individuals

Thomas D'Angelo Education Details

  • Syracuse University College Of Law
    Syracuse University College Of Law
    Law
  • Suny Geneseo
    Suny Geneseo
    Accounting

Frequently Asked Questions about Thomas D'Angelo

What company does Thomas D'Angelo work for?

Thomas D'Angelo works for The Ayco Company, L.p., A Goldman Sachs Company

What is Thomas D'Angelo's role at the current company?

Thomas D'Angelo's current role is Vice President - Goldman Sachs Family Office.

What is Thomas D'Angelo's email address?

Thomas D'Angelo's email address is tg****@****hoo.com

What schools did Thomas D'Angelo attend?

Thomas D'Angelo attended Syracuse University College Of Law, Suny Geneseo.

What skills is Thomas D'Angelo known for?

Thomas D'Angelo has skills like Estate Planning, Financial Planning, Asset Allocation, Retirement Planning, Strategic Financial Planning, Finance, Wealth, Income Tax, Investment Advisory, Investment Strategies, Insurance Planning, Insurance.

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