Trevor Thompson

Associate, Private Wealth Management at Goldman Sachs

Role
Private Wealth Management Associate at 高盛
Location
Dallas, TX, US
LinkedIn followers
500 followers
Finance & AccountingView LinkedIn profile

About Trevor Thompson

Aside from being a new Dad, I enjoy keeping up with debt & equity capital markets, global economy, derivatives (options & swaps), FX hedging, and following market trends such as yield spreads and interest rates.

Experience

  1. Private Wealth Management Associate

    高盛

    Aug 2025 — Present · Dallas, TX, US

    Goldman Partner Office - PWMGoldman Sachs & Co. LLCProvide support to our private wealth advisers and sales teams in the implementation of our new client accounts, trade execution (options, spreads, fx, equity, debt, alternative investments), liquidity management and servicing existing clients

Education

  • SMU Cox School of Business

    Master of Business Administration - MBA, Finance

  • SMU Continuing & Professional Education

    Certified Financial Planner Certificate Program (CFP), Financial Planning and Services

  • SMU Cox School of Business

    Bachelor of Business Administration - BBA, Marketing

Skills

  • Customer Service
  • Microsoft Word
  • Teamwork
  • Microsoft Powerpoint
  • Microsoft Office
  • Sales
  • Research
  • Marketing
  • Management
  • Microsoft Excel
  • Powerpoint
  • Social Media
  • Leadership
  • Data Analysis
  • Time Management
  • Insurance
  • Public Speaking

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Trevor Thompson — Private Wealth Management Associate at 高盛 in Dallas, TX, US | Unifers