Directory

>

Jonathan Kowalczyk Ms Mpas Tm Apma Awma

avatar

Jonathan Kowalczyk Ms Mpas Tm Apma Awma

Vice President | Goldman Sachs Ayco

Town of Bethlehem, New York, United States

View contact details (it's free)

Jonathan Kowalczyk Ms Mpas Tm Apma Awma

Summary

Jonathan Kowalczyk is a seasoned Vice President at Goldman Sachs, specializing in investment advisory services with a focus on ultra high net worth individuals. With a strong foundation in psychology and business from Siena College, he is currently pursuing a master's degree in finance to enhance his expertise. His career trajectory includes significant roles in financial planning and trust advisory, where he manages substantial assets and develops tailored investment strategies. Jonathan's internship at Sandler O'Neill provided him with essential insights into market trends and capital raising, which he has effectively applied in his current role. He is dedicated to fostering client relationships and delivering exceptional financial guidance, demonstrating a commitment to both personal and organizational growth. Outside of work, Jonathan has experience in coaching youth soccer, which has honed his leadership and communication skills.

General

Generalist

Technical Background

Leadership Experience

Long-Term Tenure

Professional interests

Industry-specific interests

Emerging Technologies

Leadership Development

Organisational experience

Corporate Experience

Jonathan Kowalczyk Ms Mpas Tm Apma Awma

Work Experience

company logo

Vice President at

Goldman Sachs Ayco

December 2022 - Present

company logo

Trust Investment Advisor at

Goldman Sachs Ayco

October 2018 - December 2022

💼

Financial Advisor at

Ayco A Goldman Sachs

October 2016 - October 2018

company logo

Equity sales and trade summer intern at

Sandler O'Neill + Partners, L.P.

June 2015 - September 2015

💼

Bar back, bus boy, runner at

Market Bistro, LLC

May 2014 - April 2015

💼

Summer Intern at

JLD AND ASSOCIATES

May 2014 - August 2014

company logo

Trainer at

Latham Soccer Club

January 2014 - April 2014

company logo

Intern at

American Capital Strategies, Ltd.

March 2012 - April 2012

Logos provided by Logo.dev

Jonathan Kowalczyk Ms Mpas Tm Apma Awma

Education

College for Financial Planning, Masters

January 2022 - January 2023

Siena College, Psychology

January 2012 - January 2016

The Wheatley high school

January 2008 - January 2012

Cannon Financial Institute, Trust 3

Frequently Asked Questions about Jonathan Kowalczyk Ms Mpas Tm Apma Awma

What is Jonathan Kowalczyk Ms Mpas Tm Apma Awma email address?

Jonathan Kowalczyk Ms Mpas Tm Apma Awma's primary email address is **********@ayco.com. To view the full verified email and additional contact details, sign up for free with Muraena.

What company does Jonathan Kowalczyk Ms Mpas Tm Apma Awma work for?

Jonathan Kowalczyk Ms Mpas Tm Apma Awma is a Vice President at Goldman Sachs Ayco, a company specializing in Other Financial Investment Activities.

Where Jonathan Kowalczyk Ms Mpas Tm Apma Awma graduated from?

Jonathan Kowalczyk Ms Mpas Tm Apma Awma holds a degree in Finance from College for Financial Planning.

How can I directly contact Jonathan Kowalczyk Ms Mpas Tm Apma Awma?

To contact Jonathan Kowalczyk Ms Mpas Tm Apma Awma directly, you can use the email address **********@ayco.com. Complete contact information is available upon registration with Muraena.

Who is Jonathan Kowalczyk Ms Mpas Tm Apma Awma?

Jonathan Kowalczyk is a seasoned Vice President at Goldman Sachs, specializing in investment advisory services with a focus on ultra high net worth individuals. With a strong foundation in psychology and business from Siena College, he is currently pursuing a master's degree in finance to enhance his expertise. His career trajectory includes significant roles in financial planning and trust advisory, where he manages substantial assets and develops tailored investment strategies. Jonathan's internship at Sandler O'Neill provided him with essential insights into market trends and capital raising, which he has effectively applied in his current role. He is dedicated to fostering client relationships and delivering exceptional financial guidance, demonstrating a commitment to both personal and organizational growth. Outside of work, Jonathan has experience in coaching youth soccer, which has honed his leadership and communication skills.

Jonathan`s contact details

mail

**********@ayco.com

Colleagues

avatar
Nick Mcferren

Vice President

Ryan Dugan

Vice President

avatar
Ryan Lacasse

Vice President EFM

avatar
Cfp Ryan Mitchell

Vice President

avatar
Scott Wessel

Vice President of Strategic Sales

avatar
Shane Mcmahon

Managing Director and Regional Head - Southeast Region, Goldman Sachs Ayco

avatar
Shawn Chando

Vice President - Executive Wealth

avatar
Siegi Herzl-Betz

Vice President

avatar
Paul Bullock

Vice President

avatar
Paul Clickman

Managing Director

View Contact details (it's free)
Request Profile Removal