Golzar Rassuoli

Client Success Manager at Jacobi

Golzar is an experienced Investment Strategist, previously working closely with UHNW clients, providing manager due diligence, asset allocation modeling, and portfolio management at a San Francisco Bay Area-based RIA. With a deep understanding of the Jacobi platform, Golzar works with clients to connect technology to their investment processes.

Timeline

  • Client Success Manager

    Current role