Summary
Overview
Work History
Education
Skills
Certification
Timeline
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Daniel Carollo

WARREN

Summary

Seasoned Vice President at Goldman Sachs with 13 years of experience advising high-net-worth individuals and Fortune 500 executives on comprehensive financial planning, including investments, estate, insurance, and tax strategies. Proven track record of driving asset growth, cultivating deep client relationships, and consistently ranking as a top performer. Recognized for strategic leadership, risk management, and client-first service philosophy.

Overview

14
14
years of professional experience
1
1
Certification

Work History

Vice President, Executive Wealth Management

Goldman Sachs
09.2011 - Current
  • Delivered tailored financial consulting to corporate executives, entrepreneurs, and affluent individuals, overseeing assets across multiple financial disciplines.
  • Built and retained long-term client relationships through consistent delivery of high-value advice and personalized service.
  • Coached team members and led initiatives to strengthen client engagement and business development outcomes.
  • Maintained top-tier performance ranking in asset flows and new business generation.

Education

J.D. - Law

St. John's University
Jamaica, NY
06-2011

Skills

  • Client Relationship Management
  • Strategic Wealth Planning
  • Business Development
  • Risk Mitigation
  • Leadership & Team Building
  • Estate & Insurance Planning
  • Investment Advisory
  • Sales Coaching & Development

Certification


  • Series 3, 7 & 66
  • Life & Health Licensed
  • Admitted to NY & NJ BAR

Timeline

Vice President, Executive Wealth Management

Goldman Sachs
09.2011 - Current

J.D. - Law

St. John's University

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Daniel Carollo