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Molly Wallace Location
New York, NY, US
Molly Wallace Work
Vice President of Family Office - Private Wealth Management @ (January 2023 - Present)
Head of Institutional Sales @ (January 2022 - January 2023)
Senior Sales Executive @ (January 2018 - January 2022)
Vice President of Business Development @ (January 2017 - January 2018)
Vice President of Operations and Client Services @ (January 2015 - January 2017)
Registered Client Associate @ (January 2013 - January 2015)
Molly Wallace Education
University of Arizona
Bachelor of Arts (B.A.) (Political Science and Government)
Molly Wallace Skills
Wealth Management Services
High Net Worth Individuals
Software as a Service (SaaS)
Financial Modeling
Sales
CRM
Social Media
Event Planning
International Relations
International Project Management
Filing
Series 7
Investments
Financial Services
Investment Strategies
SaaS sales
Customer Service
Leadership
Teamwork
Public Speaking
Teaching English as a Second Language
Series 63
Series 65
Family Office
PowerPoint
Strategic Planning
Facebook
Microsoft Office
Microsoft Word
Microsoft Excel
Social Networking
Time Management
Asset Allocation
Molly Wallace Summary
Molly Wallace, based in New York, NY, US, is currently a Vice President of Family Office - Private Wealth Management at Goldman Sachs. Molly Wallace brings experience from previous roles at Blockchain.com, Addepar and Robertson Stephens. Molly Wallace holds a Bachelor of Arts (B.A.) in Political Science and Government @ University of Arizona. With a robust skill set that includes Wealth Management Services, High Net Worth Individuals, Software as a Service (SaaS), Financial Modeling, Sales and more. Molly Wallace has 1 emails and 1 mobile phone numbers on RocketReach.
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