Shawn is a Senior Associate on our Client Operations team, supporting the wider team by assisting advisors in the Potomac, MD office.
With a background in banking management, he most recently spent five years as a Brokerage Operations Specialist in the IRA department at Goldman Sachs. Before assuming this role, he served first as a customer service representative, and then as assistant branch manager at SONA Bank.
Born and raised in Northern Virginia, Shawn is a DC sports fan who enjoys traveling, trying new foods, and spending time with his dog and family in his free time.
Previous Experience
- Brokerage Operations Specialist at Folio Financial / Goldman Sachs
- Assistant Branch Manager at SONA Bank
- Customer Service Representative at SONA Bank
*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.
