Annie is a Client Service Associate in the firm’s Potomac, MD office, serving as a first point of contact for clients and helping to complete ongoing tasks.
She has a strong background in client service in the financial industry, having spent the last 4+ years in various client-facing roles with other investment advisors and financial firms.
Previous Experience
- Operations & Compliance Administrator at XML Financial Group
- Client Service Associate at XML Financial Group
- Client Service Associate at Edelman Financial Engines
- Wealth Management & Investment Fiduciary Services Client Associate at The Private Bank, Wells Fargo Bank
- Estate Services Client Associate at The Private Bank, Wells Fargo Bank
Education & Credentials
- BA, University of Maryland, Psychology
*Please Note: Limitations. The achievement of any professional designation, certification, degree, or license, recognition by publications, media, or other organizations, membership in any professional organization, or any amount of prior experience or success, should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results or satisfaction if Wealthspire is engaged, or continues to be engaged, to provide investment advisory services.
