Kate Megnia in

Kate Megnia

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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.

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

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Communication Style
Decision Approach
Work Preference

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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

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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)

DISC behavioral profile

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