Based in our Potomac, MD office, Karen is a client operations associate, supporting the broader operations team and assisting local advisors by processing incoming requests.
She brings over 16 years of experience in various banking, customer service, and administrative roles, most recently serving as an administrative assistant at Sandy Spring Trust.
Currently residing in Germantown, MD, Karen enjoys traveling, spending time with friends and family, cooking new recipes from around the world, and visiting the beach in her spare time.
Previous Experience
- Administrative Assistant at Sandy Spring Trust
- Advisor Support Specialist at H Beck Inc.
- Branch Operations Specialist II at Capital One Bank
- Teller Manager/Branch Designee/Relationship Banker/Acting Branch Manager at Capital One Bank
*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.
