Emma M.
Ex-Goldman Private Client Derivative Sales | Wharton MBA Candidate
Bio
Worked at Goldman Sachs pitching, marketing and creating derivative solutions for high-net-worth individuals and institutions across U.S. Managed daily workflow for $70bn business spanning 30k clients, analyzed pricing, worked with cross-divisional teams to optimize internal platforms and processes. Spearheaded redesign of an underperforming strategy; revamp enabled team to triple strategy's accounts and accrue $1bn of additional assets in 2024 (equivalent to +2% of team’s AUM).
Describe your project and what you'd like to discuss. The freelancer will review and follow up if they have questions.
A 1-on-1 meeting with the freelancer to talk through your needs and project in detail.
The freelancer delivers your documents for approval:
- Project plan
- Time and cost estimate
- Meeting summary