Marie Anne Paul

Employer firm

Goldman Sachs Wealth Services, L.p. CRD 106693

$31.7B regulatory AUM 89,850 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Selection of other advisers
• Periodicals / newsletters
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 02/2024 → Present
  Goldman Sachs
  Newport Beach, CA
• 09/2021 → 02/2024
  Cbre Contingent With Goldman Sachs
  Newport Beach, CA
• 08/2020 → 08/2021
  Cbre
  Phoenix, AZ
• 01/2017 → 05/2020
  Sun Devil Fitness Complex At Arizona State University
  Tempe, AZ
• 01/2020 → 03/2020
  Infiniti Hr
  Scottsdale, AZ
• 06/2019 → 08/2019
  San Francisco Giants
  San Francisco, CA
• 06/2019 → 08/2019
  Exodus Inc.
  Burlingame, CA
• 05/2017 → 08/2017
  Osterhout Design Group
  San Francisco, CA
• 08/2016 → 05/2020
  Arizona State University W.P Carey School Of Business
  Tempe, AZ

Exams

• S65 Uniform Investment Adviser Law Examination
  2024-08-02
• S63 Uniform Securities Agent State Law Examination
  2024-07-19