Fatima is a Client Operations Administrator in the New York City office, working to support the rest of the client operations team by completing incoming tasks, maintaining client data, processing accounts, and handling other administrative procedures.
She has several years of experience in banking and financial services, most recently as a Wealth Client Administrator for Wilmington Trust, and holds a bachelor’s degree in business administration from Rutgers University.
Previous Experience
- Wealth Client Administrator at Wilmington Trust
Education & Credentials
- BBA, Rutgers 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.
