Olivia serves as Analyst, Client Service, where she excels in facilitating client interactions, managing account openings, overseeing money movements and transfers, and handling trading activities. She is dedicated to building strong client relationships, addressing client needs promptly, and providing proactive service.
Before joining NewEdge, Olivia gained valuable experience as an audit intern at Ernst & Young in their Financial Services Office and as a tax intern at a local Nashville firm. She holds a BBA in Accounting from Lipscomb University and is working towards obtaining her SIE and Series 7 licenses.
Originally from Madison, MS, Olivia now resides in Nashville, TN. In her free time, she enjoys cooking, running, playing with her dog, and hiking.