vice president goldman sachs asset management resume example with 13+ years of experience

Jessica Claire
  • Montgomery Street, San Francisco, CA 94105 609 Johnson Ave., 49204, Tulsa, OK
  • H: (555) 432-1000
  • C:
  • Date of Birth:
  • India:
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Accomplished and results-driven sales professional offering nine years of client relationship management experience as an integral part of fast-paced sales teams. Demonstrated ability to work collaboratively with clients and team members to deliver commercially effective solutions.
Vice President, Goldman Sachs Asset Management, 09/2014 - Current
Goldman Sachs City, STATE,
  • Develop and maintain client relationships as part of a global team that oversees $100 billion of client assets across public equity and fixed income investment strategies 
  • Manage a portfolio of 14 institutional and private client relationships which generates over $6 million in revenue annually
  • Coordinated launch and marketing of 27 new investment strategies in 2015 which raised $2.2 billion of client assets
  • Meet with clients regularly to deliver performance updates and address latest market developments
Vice President, Private Wealth Management, 08/2010 - 09/2014
Goldman Sachs City, STATE,
  • Advised over $1 billion of foundation, endowment and high net-worth client assets which generated $3.5 million in revenue annually
  • Grew client assets by 25% in 2011, ranking as one of the fastest growing teams in the Private Wealth Management sales channel
  • Coordinated the division's recruiting effort at the Darden School of Business
Analyst, Private Wealth Management, 06/2007 - 08/2010
Goldman Sachs City, STATE,
  • Supervised a region spanning 7 states, 11 teams and over $15 billion in client assets as member of a six-person team
Bachelor of Science: Finance and Economics, Expected in 2007
Drexel University - - Philadelphia, PA
Status -
  • Inducted into Beta Gamma Sigma Honor Society – awarded to top 10% of graduating seniors
  • Received Most Outstanding Senior in Banking Award from the LeBow College of Business
Additional Information
  • CFA charterholder and member of the New York Society of Security Analysts
  • FINRA Series 3, 7, 24 and 66 licenses
  • Interests include running, soccer, golf, cooking and traveling

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Resume Overview

School Attended

  • Drexel University -

Job Titles Held:

  • Vice President, Goldman Sachs Asset Management
  • Vice President, Private Wealth Management
  • Analyst, Private Wealth Management


  • Bachelor of Science

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