Natalie Sequeira

Senior Associate, Data Operations

As a Senior Associate on the Data Operations team, Natalie’s role supports and empowers the technology that underpins our commitment to service excellence. She specializes in providing solutions to the firm’s business needs within Salesforce, defining the necessary requirements of the technology and building, configuring, and automating the platform. She brings her passion for problem-solving and competitive nature to the team, helping us continue our digital transformation goals.

Natalie brings three years of experience to the role, coming 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.