Olivia’s role as Vice President, Product Manager is dedicated to our efforts to continuously evolve the experience for our ultra high net worth clients.
Prior to joining NewEdge Wealth, Olivia was a Reporting Manager at Orion Advisor Technology. With her vast experience in client and advisor technology, Olivia uses her expertise to help enhance our clients’ online experience, build customization and train advisors on our technology capabilities.
Olivia was born in Omaha, Nebraska and currently resides in Miami, Florida. In her free time, she enjoys cooking, hiking, and taking her Vizsla, Louie, to dog parks.