Marie Santangelo
Marie is a Vice President on our Client Service team, based in Philadelphia but supporting advisors in the Potomac office.
Marie has over 15 years of experience in the wealth management industry, spending the last decade in back-office operations and most recently working as a client operations coordinator for myCIO Wealth Partners.
In her spare time, Marie enjoys spending time with her large family, cooking huge Sunday dinners, baking, and traveling.
Previous Experience
- Client Operations Coordinator at myCIO Wealth Partners, LLC
- Life Sales Development and Case Design Specialist at Underwriters Marketing Service
- Junior Financial Advisor / Marketing Coordinator at Franklin Planning
Education & Credentials
- Kaplan University
Please Note: Limitations. Professional designations, certifications, degrees, or licenses, recognition by publications or organizations, membership in professional organizations, or prior experience or success should not be construed by a client or prospective client as a guarantee of a certain level of results or satisfaction if Wealthspire is engaged, or continues to be engaged, to provide investment advisory services.
