Summary
Overview
Work History
Education
Skills
Certification
Timeline
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Kaylix McClure

San Francisco

Summary

A highly motivated and fast-learning professional with a passion for new challenges and continuous growth. Known for adapting quickly to new environments and collaborating effectively with diverse teams. Eager to apply my skills and enthusiasm to new opportunities.

Overview

5
5
years of professional experience
1
1
Certification

Work History

Wealth Management Professional

Goldman Sachs
07.2024 - Current
  • Support management of over $2B in client assets as part of a high-performing private wealth management team serving ultra-high-net-worth individuals and families.
  • Act as a primary point of contact for clients, providing direct service and maintaining relationships through proactive outreach, portfolio discussions, and account management.
  • Collaborate cross-functionally with internal teams — including Alternative Capital Markets, Managed Account Strategies, Tax, and Family Office — to develop and implement customized client strategies encompassing trust and estate planning, tax optimization, and strategic portfolio allocation.

Intern

DCIIA (Defined Contribution Institutional Investment Association)
06.2022 - 03.2023
  • Analyzed website and research engagement metrics, designed updated webpage layouts for new research releases, and created visually engaging presentations based on event feedback to support thought leadership initiatives.

Administrative Assistant

ROEM
09.2020 - 09.2022
  • Provided direct support to the CEO by managing schedules, coordinating payroll, and overseeing project timelines for multiple real estate developments to ensure on-time execution.

Intern

Mizo Brands
09.2021 - 03.2022
  • Supported social media strategy by analyzing demographic engagement and ad performance, contributing to campaign development and enhancing brand presence across platforms.

Education

Bachelor's Degree - Finance

Santa Clara University
06.2023

Skills

  • Adaptability
  • Resourcefulness
  • Innovative Problem-Solving

Certification

SIE, Series 7, Series 63

Timeline

Wealth Management Professional

Goldman Sachs
07.2024 - Current

Intern

DCIIA (Defined Contribution Institutional Investment Association)
06.2022 - 03.2023

Intern

Mizo Brands
09.2021 - 03.2022

Administrative Assistant

ROEM
09.2020 - 09.2022

Bachelor's Degree - Finance

Santa Clara University

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Kaylix McClure