Omar is a Senior Client Operations Associate based in our New York City office where he supports the wider operations team by helping to manage and complete incoming tasks, process accounts, and maintain client data.
Omar brings over two decades of experience in process management and investments, most recently working as a senior manager in process management for Capital One Advisors.
Previous Experience
- Senior Manager, Process Management at Capital One Advisors
- Vice President, Investment Officer at Citibank, N.A.
- Senior Technical Manager, Wealth Management Products at Fi-Tek, LLC
- Vice President, Senior Investment Officer at Morgan Stanley Private Bank
Education & Credentials
- BA, University of Phoenix, Business Administration
- AAS, Berkeley College, International Business
*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.
