Annabel Morgan in

Annabel Morgan

Visionary · DISC type Ds
Private Wealth Advisor at Goldman Sachs
📍 Dallas, Texas, United States

Annabel Reeves Morgan is a Private Wealth Advisor at Goldman Sachs, focusing on entrepreneurs, executives, and family offices. A 7th generation Texan and SMU Cox MBA graduate, she is deeply invested in supporting the states booming business ecosystem by connecting clients with premier resources and advice.

Described as energetic and empathetic, Annabel is a passionate community builder. She has volunteered as Chief of Staff for Venture Dallas and as a Capital Advisor for a women-focused co-working space. In her free time, she enjoys equestrian activities and connecting with others in her community.

Unique fact: Annabel volunteers at Equest, an organization in Dallas that provides equine-assisted therapy for children.

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Experience
10 Years
Current Role
Private Wealth Advisor
Location
Dallas, Texas, United States
Personality Overview

How Annabel shows up

Goal-Oriented
Fast But Thoughtful
Early Adopter

Reading between the lines and seeing beyond your words comes naturally to them. They exhibit a rare combination of being result-oriented but patient at the same time. They are very professional in their approach and can weigh multiple perspectives together.

Priorities

Topics Annabel cares about

Entrepreneurial Finance
Moderated a panel on financing solutions for entrepreneurs at DFW Startup Week and advises entrepreneurs on navigating funding opportunities.
Venture Capital
Has extensive experience from prior roles at Silicon Valley Bank and First Republic Bank, and volunteers with the investor-focused non-profit, Venture Dallas.
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Career

Work history

7-2022
Private Wealth Advisor
Goldman Sachs
8-2020 - 5-2022
Full-Time MBA
SMU Cox School of Business
7-2019 - 7-2020
Senior Credit Analyst - Venture Capital Services
First Republic Bank
4-2018 - 7-2019
Credit Analyst - Venture Capital Services
First Republic Bank
6-2017 - 3-2018
Senior Associate - Global Fund Banking
Silicon Valley Bank
In the press

Media appearances

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Education
5-2022
Master of Business Administration - MBA
Southern Methodist University
12-2015
Bachelor of Arts (B.A.)
The University of Texas at Austin
Social presence
in
Behavioral profile

DISC profile (public)

D

Dominance (D)

Dominance (D) reflects how goal and task oriented a person is, and their ability to accomplish results irrespective of how demanding the circumstances might be. Those scoring high tend to be motivated by winning, competition, and success.

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