John Green
Associate, Data OperationsAs a Data Operations Associate, John is responsible for maintaining and validating the accuracy of data sets and reporting systems for clients and our advisors, specifically working with data from our portfolio and performance management systems for both alternative and traditional liquid investments. He leverages Python to create efficient data reconciliation processes, ensuring the integrity and reliability of the financial information we manage across these diverse asset classes.
Previously, John worked as an analyst, using different technologies to clean and transform data sets that were tailored to client needs. He brings his passion for finding value and meaning in data to collaborate and create solutions to meet the varying needs of our team.
Outside of the office, John enjoys spending time with his family and taking part in 5k runs.
Previous Experience
- Analyst at BelWo Inc.
Education & Credentials
- BS, Stony Brook University, Physics and Astronomy
*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.
