Golzar Rassouli
About Golzar Rassouli
Golzar Rassouli is a Client Solutions Manager at Jacobi with a background in investment strategy and wealth management.
Title
Golzar Rassouli holds the position of Client Solutions Manager at Jacobi, where she has been actively contributing since 2022.
Professional Experience at Jacobi
Golzar Rassouli began her role as Client Solutions Manager at Jacobi in 2022. Her responsibilities involve managing client relationships and developing tailored solutions to meet client needs. She plays a pivotal role in ensuring client satisfaction and driving the success of the company through effective client engagement strategies.
Previous Roles at Baker Street Advisors
Golzar worked at Baker Street Advisors from 2016 to 2021. During her tenure, she served as an Analyst in the Investment Strategy Group from 2016 to 2019, and later advanced to the role of Manager in the same group until 2021. Her role included developing investment strategies and advising clients in the San Francisco Bay Area.
Early Career at Litman Gregory and Morgan Stanley
Prior to her time at Baker Street Advisors, Golzar was with Litman Gregory from 2013 to 2016 as an Associate in the Private Client Group. Additionally, she gained experience as a Wealth Management Intern at Morgan Stanley Wealth Management in 2012, working for 2 months in Sacramento, California Area.
Education Background
Golzar Rassouli obtained her Bachelor of Arts (B.A.) degree in Economics & Communications from the University of California, Davis, where she studied from 2009 to 2013. Prior to that, she attended Novato High School.