Olinda Ayala
Philadelphia,PA
Summary
Results-driven leader with experience in financial advisory and education, driving revenue growth and measurable performance outcomes. Managed diverse client portfolios through tailored financial strategies while cultivating inclusive, high-performing teams. Built trusted, long-term relationships through strategic relationship management and bilingual communication (English/Spanish). Committed to community engagement and sustainable impact.
Overview
11
11
years of professional experience
2
2
Certifications
Work History
Dual Language Teacher
School District of Philadelphia
Philadelphia, Pennsylvania
04.2022 - Current
- Earned distinguished annual evaluations while increasing bilingual math and reading proficiency beyond district benchmarks.
- Led school-wide fundraising initiatives and community building events.
- Elected by peers to serve on the Philadelphia Federation of Teachers Building Committee.
Financial Advisor
Securian Financial Services
Milwaukee, Wisconsin
12.2019 - 09.2021
- Operated an independent advisory practice.
- Achieved 100% of contractual revenue milestones.
- Oversaw management of individual portfolios and corporate 401(k) retirement programs, ensuring alignment with client goals.
- Delivered comprehensive financial guidance across debt management, insurance planning, and investment strategies.
Financial Advisor
RBC Wealth Management
Mequon, Wisconsin
10.2018 - 12.2019
- Same team and responsibilities as previously described at RW Baird.
- Played a key role in transitioning more than $200 million in client assets.
- Led a team of Client Relationship Specialists through a transitional period.
Financial Advisor
RW Baird
Milwaukee, Wisconsin
02.2015 - 10.2018
- Participated in a transition team that successfully moved six advisors and over 1 billion in assets.
- Developed new business opportunities and coordinated next gen planning for high net worth families
- Collaborated with a team of four advisors to manage over 280 million in client assets.
- Conducted ongoing research and managed portfolios as an IAR.
- Analyzed data and generated detailed client review reports using advanced software tools
- Instructed "Financial Strategies for Retirement" course at University of Wisconsin Milwaukee
Education
Bachelor of Arts - International Affairs, Concentration in Economics
Marquette University
Milwaukee, WI05.2014
Skills
Core Competencies
- Team leadership
- Financial analysis
- Client Relationship Management (CRM)
- Retirement & Investment Platforms
Technical Skills
- Microsoft Office
- Morningstar Direct
- Salesforce CRM
Languages
- Bilingual: English/Spanish
- Conversational: French/Arabic
Certification
Series 7 - Active via FINRA MQP
Boards and Committees
- EmpowerMe Foundation - Board Member (01/2016 - Current)
- Wisconsin Human Society - Advisory Board (01/2018 - 05/2021)
- Woman's Club of Wisconsin - Finance Committee (11/2017 - 11/2020)
Timeline
Dual Language Teacher
School District of Philadelphia
04.2022 - Current
Financial Advisor
Securian Financial Services
12.2019 - 09.2021
Financial Advisor
RBC Wealth Management
10.2018 - 12.2019
Financial Advisor
RW Baird
02.2015 - 10.2018
Bachelor of Arts - International Affairs, Concentration in Economics
Marquette University