Connor Holly
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Connor Holly Email & Phone Number

Senior Associate, Data Operations at Wealthspire Advisors
Location: Greater Philadelphia, United States 8 work roles 2 schools
1 work email found @wealthspire.com 3 phones found area 732 and 212 LinkedIn matched
✓ Verified Jul 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email · 3 phones

Work email c****@wealthspire.com
Direct phone (732) ***-****
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
Wealthspire Advisors
Role
Senior Associate, Data Operations
Location
Greater Philadelphia, United States
Company size
112 employees

Who is Connor Holly? Overview

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Quick answer

Connor Holly is listed as Senior Associate, Data Operations at Wealthspire Advisors, a with 112 employees, based in Greater Philadelphia, United States. AeroLeads shows a work email signal at wealthspire.com, phone signal with area code 732, 212, and a matched LinkedIn profile for Connor Holly.

Connor Holly previously worked as Co-Founder at Mcmahon Basketball League and Event Staff at Live Nation. Connor Holly holds Bachelor Of Science (B.S.), Finance, General, Gpa 3.51 from Rowan University.

Company email context

Email format at Wealthspire Advisors

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{first}.{last}@wealthspire.com
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AeroLeads found 1 current-domain work email signal for Connor Holly. Compare company email patterns before reaching out.

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Profile bio

About Connor Holly

As a finance professional I have had a plethora of internship and job experiences that have helped build a foundation for future success in the financial services industry. I have been able to work alongside many wonderful finance professionals that have helped me gain the key skills and tools needed in the industry.Currently, I am employed at Wealthspire Advisors in Philadelphia, PA as of September 2014. Wealthspire is a large and established Registered Investment Advisory firm that provides investment management & financial planning services for high net worth individuals & families. I work as an Associate in the Operations Department to execute daily account maintenance & reconciliation within million dollar relationships.The Finance industry is continuing to grow and expand each and every day and I am excited to be a part of the industry well into the future.

Listed skills include Microsoft Office, Time Management, Team Building, Motivated Self Starter, and 18 others.

Current workplace

Connor Holly's current company

Company context helps verify the profile and gives searchers a useful next step.

Wealthspire Advisors
Wealthspire Advisors
Senior Associate, Data Operations
new york, new york, united states
Website
wealthspire.com
Employees
112
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Company profile
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8 roles · 14 years

Connor Holly work experience

A career timeline built from the work history available for this profile.

Senior Associate, Data Operations

Current
Wealthspire Advisors

Greater New York City Area

-Effectively implement various technical skills within the back office of a high net-worth client base, top rated RIA that holds 10+ Billion Assets Under Management-Responsible for the daily maintenance & reconciliation of million dollar relationships across the Envestnet Tamarac & CRM platforms-Assist in the creation and refinement of financial modeling including monthly client statements & performance report issues -Coordinate with Advisors & Associates at the firm in order to deliver clients the best possible services through manual account updates, meeting prep reports, cost basis, etc.-Comprehensive database maintenance & updating of the trading & rebalancing system-Troubleshoot & resolve a variety of data related issues

Sep 2014 - Present

Co-Founder

Mcmahon Basketball League

Middletown, Nj

-Commissioner of the MBL summer basketball league at McMahon Park in Middletown, NJ

2013 - Aug 2017

Event Staff

Live Nation

Holmdel, Nj

•Demonstrate key communication and customer service skills by ensuring concerts and events run smoothly to provide the customer with the best possible experience.

May 2014 - Aug 2014

Financial Planning Intern

Lincoln Financial Advisors

Cherry Hill, Nj

• Assisted in the creation and refinement of financial modeling for high net worth clients• Reconciled taxable income and gain/loss reports for client accounts• Attended interactive design discussions with wealth preservation team• Audited HNW client meetings at which various financial concepts were presented

Jan 2014 - May 2014

Human Resources Intern

Axa Advisors

Woodbridge, Nj

• Sourced resumes and contacted valid candidates to setup interviews• Coordinated the cataloging data for Vice President

Jun 2013 - Aug 2013

Camp Counselor

St. Matthew'S School

Edison, New Jersey

• Worked towards developing social and team building skills of 5-10 year old children

Jun 2012 - Aug 2013

Snack Bar Staff

Runaway Rapids Waterpark

Keansburg, New Jesery

•Exhibited key skills by cooperating and communicating with various customers on a daily basis through work as a cashier.

May 2012 - Aug 2013

Sporting Events Staff

Rowan University

Glassboro, New Jersey

• Assisted athletic department with the setup and cleaning at various sporting events• Coordinated the game flow to ensure fans would have the best possible experience

Sep 2012 - May 2013
Team & coworkers

Colleagues at Wealthspire Advisors

Other employees you can reach at wealthspire.com. View company contacts for 112 employees →

AA Adeola Adebamowo Mba Adeola Adebamowo Mba Colleague at Wealthspire AdvisorsBaltimore, Maryland, United States View → AC Anthony Cruz, Caia Anthony Cruz, Caia Colleague at Wealthspire AdvisorsGreater Chicago Area, United States View → UM Uliana Michaelis, Cfp® Uliana Michaelis, Cfp® Colleague at Wealthspire AdvisorsNew York City Metropolitan Area, United States View → CJ Corinne Jacob-Rath Corinne Jacob-Rath Colleague at Wealthspire AdvisorsGreater Richmond Region, United States View → CM Charles Meixelsperger Charles Meixelsperger Colleague at Wealthspire AdvisorsGreater Madison Area, United States View → EP Emily P. Emily P. Colleague at Wealthspire AdvisorsGreater Milwaukee, United States View → DF Dylan Fox Dylan Fox Colleague at Wealthspire AdvisorsNew York, United States View → GH Gail Harris, Cfp® Cima® Gail Harris, Cfp® Cima® Colleague at Wealthspire AdvisorsNew York, United States View → JF John F. Thiel, Mba, Cfp® John F. Thiel, Mba, Cfp® Colleague at Wealthspire AdvisorsSan Rafael, California, United States View → ET Emily Tiernan Emily Tiernan Colleague at Wealthspire AdvisorsNew York, United States View →
2 education records

Connor Holly education

FAQ

Frequently asked questions about Connor Holly

Quick answers generated from the profile data available on this page.

What company does Connor Holly work for?

Connor Holly works for Wealthspire Advisors.

What is Connor Holly's role at Wealthspire Advisors?

Connor Holly is listed as Senior Associate, Data Operations at Wealthspire Advisors.

What is Connor Holly's email address?

AeroLeads has found 1 work email signal at @wealthspire.com for Connor Holly at Wealthspire Advisors.

What is Connor Holly's phone number?

AeroLeads has found 3 phone signal(s) with area code 732, 212 for Connor Holly at Wealthspire Advisors.

Where is Connor Holly based?

Connor Holly is based in Greater Philadelphia, United States while working with Wealthspire Advisors.

What companies has Connor Holly worked for?

Connor Holly has worked for Wealthspire Advisors, Mcmahon Basketball League, Live Nation, Lincoln Financial Advisors, and Axa Advisors.

Who are Connor Holly's colleagues at Wealthspire Advisors?

Connor Holly's colleagues at Wealthspire Advisors include Adeola Adebamowo Mba, Anthony Cruz, Caia, Uliana Michaelis, Cfp®, Corinne Jacob-Rath, and Charles Meixelsperger.

How can I contact Connor Holly?

You can use AeroLeads to view verified contact signals for Connor Holly at Wealthspire Advisors, including work email, phone, and LinkedIn data when available.

What schools did Connor Holly attend?

Connor Holly holds Bachelor Of Science (B.S.), Finance, General, Gpa 3.51 from Rowan University.

What skills is Connor Holly known for?

Connor Holly is listed with skills including Microsoft Office, Time Management, Team Building, Motivated Self Starter, Human Resources, Microsoft Dynamics Crm, Microsoft Outlook, and Microsoft Word.

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