Natalie Sequeira
Assistant Vice President, Advisor TechnologyNatalie is an Assistant Vice President on the Advisor Technology team. She focuses on advancing the firm’s Salesforce platform by translating business needs into scalable technology solutions through system design, configuration, and automation. Her problem-solving mindset plays a key role in driving the firm’s ongoing digital transformation efforts.
Natalie comes to us from Structure Tone where she served as a Junior Business Analyst, Salesforce. Prior to that, she served as an intern at the Law Office of Robert G. Litt.
Outside of the office, Natalie enjoys listening to music, reading, and online gaming. She is a member of the Mineola Choral Society.
Previous Experience
- Salesforce Administrator at GM Advisory Group
- Junior Business Analyst, Salesforce at Structure Tone
- Information Technology Intern at Structure Tone
- Intern at Law Office of Robert G. Litt
Education & Credentials
- MS, Hofstra University, Computer Science
- BS, Adelphi University, Computer Science
- Salesforce Certified Administrator
- Salesforce Certified Platform App Builder
*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.
