Holden Ziels

Current Employers

Employment History

• 07/2022 → 01/2026
  Goldman Sachs
  Dallas, TX
• 05/2022 → 07/2022
  Post Grad/Pre Employment
  Beaverton, OR
• 02/2022 → 05/2022
  The Grove Hotel
  Boise, ID
• 08/2021 → 05/2022
  Warm Springs Golf Course
  Boise, ID
• 05/2021 → 08/2021
  Sherwin-Williams
  Portland, OR
• 07/2020 → 05/2021
  Warm Springs Golf Course
  Boise, ID
• 03/2020 → 07/2020
  Self Employed Painting
  Bellingham, WA
• 08/2019 → 03/2020
  Boise State Call Center
  Boise, ID
• 05/2019 → 07/2019
  Twin City Painting
  Portland, OR
• 10/2018 → 05/2019
  The Melting Pot
  Boise, ID
• 08/2018 → 09/2018
  Began College
  Boise, ID
• 04/2018 → 08/2018
  Pumpkin Ridge Golf Club
  North Plains, OR
• 09/2017 → 05/2018
  Nanny For Neighbor
  Portland, OR
• 04/2017 → 08/2017
  Villa Sport Athletic Club
  Beaverton, OR
• 08/2016 → 04/2017
  High School
  Portland, OR
• 01/2026 → Present
  Prestige Wealth Management
  Dallas, TX

Previous Registrations

• 2022-09-30 → 2026-02-18
  Goldman Sachs Wealth Services, L.P.
  Dallas, TX
  Irving, TX

Other Businesses

1. Part-time employee at Dallas Country Club, a private social club. Organization is located in Dallas, TX. Organization is not primarily engaged in investment-related activity. Start date is January 1, 2023. Four hours per week. Duties include valet parking for members and guests of the club. 2. Insurance Agent. Various carriers. Life and Health. Not investment related. Time spent= 10 hours/month 3. PWM Tax Group, LLC. Affiliated tax entity under common ownership of RIA. Managing Member/ Tax specialist. Tax preparation and filing services separate from investment advisory services. Time spent = 30 hours/ month. 3. Tax Preparation Services Agent. PWM Tax Group, LLC. Affiliated entity of Prestige Wealth Management. Separate from advisory services. Time spent=100/ month.

Exams

• S66 Uniform Combined State Law Examination
  2022-09-16

Designations