Broderick Sartor
Executive Wealth Management | Goldman Sachs
- Role
- Administrative Assistant at Goldman Sachs
- Location
- Boston, MA, US
- LinkedIn followers
- 500 followers
About Broderick Sartor
Associate at Partners Capital
Experience
Administrative Assistant
Jul 2024 — Present · Cohoes, NY, US
Executive Wealth Management (AWM)Support relationship management and financial operations for 100+ ultra-high-net-worth clients, delivering onboarding, account servicing, and holistic financial planning across advisory teams.Conduct compliance reviews, including source of wealth validation, risk analysis, and regulatory documentation, to ensure client profile accuracy and readiness.Manage end-to-end tax data and filing operations, including collecting documentation, calculating estimated payments, and e-filing returns in collaboration with third-party tax advisors.Liaise with internal teams to execute investment transactions and service requests, maintaining high service standards and accuracy under tight deadlines.Contingent worker through Advantage xPO
Education
University of Rochester
Bachelor of Arts - BA, Financial Economics
2020 — 2024
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