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Rick Worley

Vice President, Senior Business Intelligence Analyst

Rick serves as a Vice President and Senior Business Intelligence Analyst based in our New York office, bringing over a decade of experience in business analytics to the role

Most recently, he worked as a senior business intelligence analyst for Mercury Financial, assuming the position after three years as a senior associate, data scientist, and credit card analyst at Chase Bank USA. Throughout his career, he has found fulfillment by being able to combine a love for numbers with an appreciation for technology in a meaningful way

Rick earned a degree in mathematics and chemistry from Rowan University, where he discovered his passion for business intelligence while working in their analytics department. Born and raised in South Jersey, he still resides there with his wife and two sons

Previous Experience

  • Senior Business Intelligence Analyst at Mercury Financial
  • Senior Associate, Data Scientist, Credit Card Analytics at Chase Bank USA, N.A.
  • Senior Pension Benefits Analyst at Willis Tower Watson
  • Data Analyst at Rowan University

Education & Credentials

  • BA, Rowan University, Mathematics, minor in Chemistry

*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.