Cheyenne Francis

Senior Associate, Client Operations

Cheyenne joined the team in 2019 and works as a Senior Client Operations Associate in the New York office. In this role, she processes client accounts and all related paperwork, assists in maintaining client data and information, and monitors custodial alerts and resolves client administrative issues. Previously, she worked as a Customer Service Representative at Community Trust Bank, where she worked directly with clients to support them in their daily needs. Currently residing in New York City, she is originally from Kentucky and spends her free time trying new restaurants and exploring new places throughout the city.

Previous Experience

  • Customer Service Representative at Community Trust Bank

Education & Credentials

  • BBA, Eastern Kentucky University, Finance

*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.