Vice President, Wealth management Ops - The Goldman Sachs Group, Inc - Salt Lake City, US
(2024-04)
- Manage a team of Analysts and Associates that support client relationships by executing due diligence on all new accounts and working closely with internal ops departments & sales channels.
- Manage escalations and resolution for a full range of services including supporting client onboarding, due diligence, any client-related issues, and executing client lifecycle events.
- Communicating and working closely with the sales to provide high quality service to our clients.
- Analyzing and problem solving, both independently and with the team.
- Working on special value projects as necessary (i.e., asset development/retention, automation related projects).
- Partnering with Management and other Service Representatives to build long-term successful & scalable service models.
- Working closely with the firm's trading desks on escalations related to trading activity on PWM accounts.
- Providing ongoing feedback to the team regarding service quality, training, and coaching to increase the effectiveness and consistency of service.
- Cultivating a service environment targeted towards enhancing the client experience.
Senior Associate, Assurance - PricewaterhouseCoopers, LLP - Almaty, Kazakhstan
(2017-12 - 2021-03)
- Led, supervised, and mentored 10+ Assurance Associates to solve business issues from strategy to execution, with focus on external audit engagements using International Standards on Auditing (ISA) across multiple sectors (Oil and Gas, Mining, Automotive, FMCG, and non-profit) and regions (Europe, China, Russia).
- Performed analyses on client financial statements; evaluated and modeled financial impacts of multimillion dollar mergers and acquisitions, divestitures, joint ventures, and refinancing.
- Assessed engagement risks and analyzed large, complex data sets to build operational models and reports for engagement managers and executives.
- Facilitated collaboration between internal and external stakeholders, utilizing communication and technology to provide regular and ad-hoc updates, memorandum, and progress reports.
- Acted as liaison and representative of PwC at on-site client locations; actively built relationships and network with client and cultivated existing client relationships to drive information gathering for Partner sell-on opportunities.
Intern, Finance Department - JUMEIRAH INTERNATIONAL, LLP - Dubai, UAE
(2017-02 - 2017-08)
- Engaged in 6-month cross-functional rotation program; selected for company's leadership program.
