Shawn Smith

Associate, Client Operations

Shawn is an associate on our Client Operations team, supporting the wider team by assisting advisors in the Potomac, MD office.

With over a decade of experience in customer service and processing roles, he most recently spent two years as a home loan processor for Wells Fargo. He served in other various roles within Wells Fargo, in addition to working for a short time as a medical billing & benefits coordinator at Medical Account Services.

Outside of work, Shawn enjoys spending time with his fiancée, daughter, and German Shepherd puppy Roscoe. He is also an avid piano player and Dallas Cowboys football fan.

Previous Experience

  • Non-Conforming Home Loan Processor at Wells Fargo Home Mortgage
  • Case Manager at Legal & General America
  • Research Remediation Analyst at Wells Fargo
  • Medical Billing & Coding / Benefit Coordination at Medical Account Services
  • New Loan Data Integrity Clerk / Customer Service Representative at Wells Fargo
  • Property Preservation / Customer Service Representative at Wells Fargo
  • Loss Mitigation / Customer Service Representative at Wells Fargo

*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.