Larisa Noyes
Pleasant Grove
Summary
Dynamic Asset and Wealth Manager at Goldman Sachs, adept at optimizing asset allocation and enhancing client satisfaction through tailored financial strategies. Proven leader in staff development and mentoring, fostering a culture of excellence and collaboration. Expertise in risk management and compliance ensures robust portfolio oversight and client retention.
Overview
11
11
years of professional experience
Work History
Asset and Wealth Manager/Specialist
Goldman Sachs
Draper
12.2022 - 03.2026
- Goldman Sachs is a leading global investment banking, securities and investment management firm that provides a wide range of financial services to a substantial and diversified client base.
- Managed diverse portfolio of high-net-worth clients, optimizing asset allocation and implementing effective risk management.
- Streamlined asset allocation across accounts to achieve better diversification and improve risk-adjusted performance.
- Implemented tax-efficient investment strategies to maximize after-tax returns for clients.
- Enhanced client satisfaction through personalized wealth management solutions and tailored financial strategies.
Call Center Supervisor/Specialist
Global Payments
Pleasant Grove
04.2020 - 09.2022
- Monitored call quality and compliance, providing individual constructive feedback to enhance performance and address improvement areas.
- Trained team members on performance metrics and call quality, focusing on consumer behavior identification.
- Improved customer satisfaction by effectively resolving escalated issues and providing timely support.
- Developed process controls and metrics for effective daily management of call center operations.
- Global Payments is a leading worldwide provider of payment technology and software solutions, offering a wide range of services to businesses of all sizes.
Tier 2 Customer Service Support Manager/Specialist
Capital One
Provo
02.2015 - 02.2018
- Advised senior leadership on insights and recommendations for improvements in service support functions, enhancing operational effectiveness.
- Conducted evaluations of service support staff, providing constructive feedback and fostering professional growth opportunities, resulting in a more skilled team.
- Implemented training programs to enhance technical skills within the service support team, contributing to overall team productivity.
- Mentored junior team members and provided guidance on career development paths, contributing to an increased employee retention rate within the department.
- Capital One is a bank holding company specializing in credit cards, auto loans, banking, and savings accounts.
Education
High School Diploma -
Pinedale High School
Pinedale, WY05.2012
Skills
- Wealth management and portfolio oversight
- Asset optimization and allocation
- Risk management and compliance
- Regulatory compliance monitoring
- Client retention strategies
- Team leadership and collaboration
- Staff development and mentoring
- Customer support and service excellence
Timeline
Asset and Wealth Manager/Specialist
Goldman Sachs
12.2022 - 03.2026
Call Center Supervisor/Specialist
Global Payments
04.2020 - 09.2022
Tier 2 Customer Service Support Manager/Specialist
Capital One
02.2015 - 02.2018
High School Diploma -
Pinedale High School