Paul Sargis Location
- Dallas, TX, US
Paul Sargis Work
- 2016 - now Vice President @ Goldman Sachs Private Bank
- 2014 - 2016 Vice President, Private Banker @ Morgan Stanley Private Bank, N.A.
- 2006 - 2014 Commercial Banking Director @
- 2001 - 2006 Finance Manager @ Merrill Lynch
- 1998 - 2001 Sr. Relationship Manager @
Paul Sargis Education
- San Diego State University-California State University
(Finance)
1985 - 1989
Paul Sargis Skills
- Loans
- Banking
- Credit
- Credit Analysis
- Portfolio Management
- Wealth Management
- Investments
- Financial Analysis
- Derivatives
- Asset Management
- Securities
- Series 7
- Mergers & Acquisitions
- Financial Structuring
- Mergers and Acquisitions
Paul Sargis Summary
- Paul Sargis, based in Dallas, TX, US, is currently a Vice President at Goldman Sachs Private Bank. Paul Sargis brings experience from previous roles at Morgan Stanley Private Bank, N.A., Citibank, Merrill Lynch and BBVA Compass. Paul Sargis holds a 1985 - 1989 San Diego State University-California State University. With a robust skill set that includes Loans, Banking, Credit, Credit Analysis, Portfolio Management and more. Paul Sargis has 2 mobile phone numbers on RocketReach.
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