Olivia will be serving in the role of Client Relations Advocate where she will work closely with your team of advisors to ensure a seamless and positive client experience.
Olivia is currently a student at Eastern Connecticut State University, where she is majoring in Finance with a concentration in Money and Banking, and minoring in Business Administration. She will be working with us part time until May 2025 when she graduates and then will be a fulltime member of the service team.
Olivia is an active member of the Finance Club and is passionate about advocating for financial literacy and helping others understand the importance of financial management. Olivia is also a member of two honor societies, Tri-Alpha and Delta Mu Delta, recognizing her commitment to academic excellence. In the future, she plans on becoming a financial advisor to assist individuals in managing their financial futures.
Outside of her studies, Olivia enjoys spending quality time with her friends and family, who are incredibly important to her. She loves being outdoors, whether it's out on the boat, playing beach volleyball and pickleball, hiking, or simply enjoying a day at the beach. Olivia is also dedicated to giving back to her community through volunteer work, making a positive impact wherever she can.
Fact or Fiction: Olivia loves watching reality TV.