Jason Ross
Santa Monica,CA
Summary
Impact-driven performer who wants to use his expertise and passions to grow with a team of ambitious individuals. I want to be involved in industry-evolving products that influence people's lives and businesses.
Overview
5
5
years of professional experience
Work History
Associate
Goldman Sachs & Co
Los Angeles, CA
12.2023 - Current
- Provide top-tier client service for one of the leading teams in the private wealth management industry.
- Engage in all elements of onboarding new clients and assist with inquires on documentation and implementation strategies
- Prospect and research potential clients who would benefit from our services and qualify for a variety of investment offerings.
Senior Analyst
Goldman Sachs & Co
Los Angeles, CA
09.2022 - 12.2023
- Dove into the day-to-day operations of a new team.
- Assisted advisors with presentation materials, prospect notes, and follow-up items.
- Served as the front line for inbound client calls and requests.
Analyst
Goldman Sachs & Co
Boston , MA
05.2020 - 09.2022
- Onboarded during COVID and proved myself as a valuable contributor from a remote environment.
- Developed expertise in PowerPoint, Excel, and Salesforce.
- Excelled in a fast-paced environment with a no task too small or too big outlook.
Education
Bachelor of Science - Finance And Entrepreneurship
University of Vermont
Burlington, VT05-2019
Economics
University of Zurich
Zurich Switzerland 06-2018
Skills
- Client service
- Relationship building
- Prospecting techniques
- Presentation development
- Documentation management
- Sales records management
Affiliations
- Foodie, Mixologist
- Outdoor enthusiast, Snowboarding
Timeline
Associate
Goldman Sachs & Co
12.2023 - Current
Senior Analyst
Goldman Sachs & Co
09.2022 - 12.2023
Analyst
Goldman Sachs & Co
05.2020 - 09.2022
Bachelor of Science - Finance And Entrepreneurship
University of Vermont
Economics
University of Zurich