DJ serves as an Accounts Payable Coordinator in our Madison, WI office, supporting the broader Finance and Accounting team.
He brings several years of experience in investment advisory operations, client administration, and loan operations to his role, and holds a bachelor’s degree in Finance from the University of Wisconsin.
Outside of the office, you can find DJ fishing, hunting, enjoying the outdoors, golfing, and watching sports.
Previous Experience
- Loan Operations Analyst at FIS
- Client Administration Associate at Wealthspire Advisors
- Investment Advisory Operations Intern at SII Investments, Inc.
Education & Credentials
- BBA, University of Wisconsin – Oshkosh, 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.
