Goldman, Sachs & Co.

Began career as an Associate in 1993, progressed to Vice President in 1997, and was promoted to Partner and Managing Director in 2000

Significant achievements and responsibilities included:

  • Advised many of the largest clients of Goldman Sachs (Corporations, CEO’s, Wealthy Families)
  • As aid to John Thornton, President of Goldman Sachs & Co. from 1999 – 2003, created Executive Office Client Coverage Group & evaluated several firm wide strategic initiatives and acquisitions
  • Created and managed largest Private Wealth Management Team at Goldman Sachs, Raised and managed over $8 billion in assets
  • Co-Head of Investment Management Services Group which was created to cover the largest clients of Goldman Sachs
  • Head of Private Wealth Management Marketing
  • Head of Strategic Lead Management — Investment Banking & Investment Management Client Coordination effort
  • Member of the Private Wealth Management Operating Committee
  • Head of Client Experience Group

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