PFM Tatanisha Robinson Dallas

Tatanisha Robinson

Analyst, Dallas

Tatanisha Robinson, Dallas, has experience in cultivating and monitoring new and existing client relationships by providing a consistent and valuable positive client experience in the Irving office of Goldman Sachs Personal Financial Management, within the Consumer and Wealth Management Division of Goldman Sachs. Tatanisha is responsible for reviewing statements, forecasting review data, developing meeting agendas, creating presentations, case documentation, and deliverables for all assigned clients. Tatanisha also actively prepares for and participates in client meetings as requested by her overseeing Wealth Manager and provides recommendations and feedback relative to client’s financial plans.

Tatanisha started her career in finance in 2014 as a Personal Banker at Bank of America, and shortly thereafter transitioning into management as an Operations Manager with BofA. Her final role before transitioning to Goldman Sachs was with J.P. Morgan as a Client Service Associate in their Commercial Banking sector.

Tatanisha attended Illinois State University where she earned a Bachelor’s Degree in Communication.

In her spare time, Tatanisha loves to cook, travel, gather with loved ones and listen to podcasts.

Investment advisory services offered by United Capital Financial Advisers, LLC d/b/a Goldman Sachs Personal Financial Management (“GS PFM”), a registered investment adviser and an affiliate of Goldman Sachs & Co. LLC (“GS&Co.”), member FINRA/SIPC, and subsidiary of The Goldman Sachs Group, Inc. a worldwide, full-service investment banking, broker-dealer, asset management, and financial services organization. GS PFM does not provide legal, tax, or accounting advice. Clients should obtain their own independent legal, tax, or accounting advice based on their particular circumstances.

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