Patricia DCosta

Associate, Data Operations

Patricia is a Data Operations Associate based in Potomac, MD, where she assists the broader Data Ops team and provides on-site support to one of the firm’s largest offices.

Previously, she worked in the banking industry in New York City for more than six years, before moving to the D.C. area late last year. Originally from Bangladesh, Patricia moved to the U.S. in 2010. She is fluent in Bengali and enjoys travelling and spending time with family and friends in her free time.

Previous Experience

  • Portfolio Associate at East West Bank
  • Personal Banker at HSBC

Education & Credentials

  • BA – Business Administration in Human Resource Management, Daffodil International University – Dhaka, Bangladesh

*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.