Wes serves as a Senior Client Operations Associate in the firm’s Madison, WI office. He is a supporting member of the client operations team, working to complete incoming tasks, maintaining client data and information, processing accounts, and other administrative procedures.
Out of the office, he enjoys being active with friends, hiking, and watching college football.
Previous Experience
- Facility Operations Manager at Blackhawk Church
- IT Quality Assurance at Epic Systems Corporation
Education & Credentials
- BS, Clemson University, Psychology
*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.
