Kate Megnia in

Kate Megnia

Critic · DISC type C
PWM Wealth Management Professional - Analyst at Goldman Sachs
📍 Dallas, Texas, United States

Kate Megnia is a Private Wealth Analyst at Goldman Sachs based in Dallas. A Clemson University alumna who achieved a 4. 0 GPA, she holds Series 7 and Series 63 certifications. Her background includes a wealth management internship focused on client engagement and academic tutoring.

As a university tutor, she focused on guiding students to find answers independently rather than simply providing explanations.

Read the full overview →
Experience
2 Years
Current Role
PWM Wealth Management Professional - Analyst
Job Level
Junior
Location
Dallas, Texas, United States
Personality Overview

How Kate shows up

Information Seeker
Objective Thinker
ROI Driven

They like to do things independently and don’t look for support from others. They choose to analyze logically and value facts to emotions. They don’t appreciate bells and whistles unless backed by data.

Priorities

Topics Kate cares about

Private Wealth Management
Works as a Private Wealth Analyst at Goldman Sachs and previously interned in wealth management at Ameriprise Financial Services, focusing on client engagement.
Securities Regulations
Has actively obtained multiple key industry certifications from FINRA and NASAA, including the Series 7 and Series 63 licenses.
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Career

Work history

1-2025
PWM Wealth Management Professional - Analyst
Goldman Sachs
8-2023 - 12-2024
Wealth Management & Marketing Intern
Ameriprise Financial Services, LLC
8-2023 - 12-2024
Statistics & Accounting Tutor
Clemson University
In the press

Media appearances

No media yetWe could not find public media appearances for this person.
Education
8-2021 - 12-2024
Bachelor of Science - BS
Clemson University
6-2019 - 6-2021
High School Dual-Enrollment
Cape Cod Community College
Social presence
in
Behavioral profile

DISC profile (public)

C

Calculativeness (C)

Calculativeness (C) reflects the degree to which a person is likely to be cautious, systematic and analytical. Those scoring high tend to emphasise quality and accuracy.

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