January 14, 2025 -- PAID Annual Lunch Participants
11:30 am Deli Lunch Buffet
12:00 pm Program
PAID Annual Lunch Participants
(Accepted for -1- CFP® CE Credit - Course Code: 332516)
EVOLVING WITH HIGH NET WORTH CLIENTSHigh Net Worth clients’ needs have changed—are your strategies keeping up? This session dives into:
The evolution of HNW clients: $500k → $5MM+ Wealth preservation & tax strategiesGain key insights to grow and service top-tier relationships. Reserve your spot now!
Pat is a Vice President and Regional Director at Goldman Sachs Asset Management, covering advisor teams, including RIAs, across Oregon, Idaho, Montana, and Hawaii. He joined GSAM in 2022 in the Chicago office and began working in the Pacific Northwest territory in January 2024. Prior to GSAM, Pat worked in field sales at Salesforce, enabling wealth management teams to leverage CRM tools, and as a CSA on a Top 3 Barron’s UHNW advisor team focused on alternative investments. Pat began his career at BBVA’s Global Capital Markets team in New York, underwriting primary and secondary debt transactions. A former scholarship athlete on Notre Dame’s Men’s Golf Team, Pat enjoys snowboarding, golfing, and exploring the Pacific Northwest.
Pat is a Vice President and Regional Director at Goldman Sachs Asset Management, covering advisor teams, including RIAs, across Oregon, Idaho, Montana, and Hawaii. He joined GSAM in 2022 in the Chicago office and began working in the Pacific Northwest territory in January 2024. Prior to GSAM, Pat worked in field sales at Salesforce, enabling wealth management teams to leverage CRM tools, and as a CSA on a Top 3 Barron’s UHNW advisor team focused on alternative investments. Pat began his career at BBVA’s Global Capital Markets team in New York, underwriting primary and secondary debt transactions. A former scholarship athlete on Notre Dame’s Men’s Golf Team, Pat enjoys snowboarding, golfing, and exploring the Pacific Northwest.
Event Properties
| Event Date | 01-14-2025 11:30am |
| Event End Date | 01-14-2025 1:30pm |
| Cut off date | 01-07-2025 10:00pm |
| Individual Price | Free |