PFM Will Tran Newport CA 1

Will Tran

Analyst, Newport Beach

Will Tran, Newport Beach, is responsible for providing corporate planning and investment management services in the Irvine, California office of Goldman Sachs Personal Financial Management, within the Asset & Wealth Management business of Goldman Sachs. As a Relationship Manager, Will develops various financial exhibits and analysis for corporate clients.

Will has 5 years of experience in operations, previously working as a Senior Consultant at Principal Financial Group where he supported the implementation of financial services systems, compliance, and change management.

Will has a Mathematics degree from University of California, Riverside and a Master of Business Administration degree from University of Southern California.

In his free time, Will enjoys watching baseball and traveling with his wife, Sandy.

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.”) and subsidiary of The Goldman Sachs Group, Inc. a worldwide, full-service investment banking, broker-dealer, asset management, and financial services organization. Brokerage services offered through GS&Co., member FINRA/SIPC. GS&Co. and GS PFM do 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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