Overview
Work History
Education
Skills
Certification
Timeline
Generic

Olivia Coughlin

Glen Rock,NJ

Overview

4
4
years of professional experience
1
1
Certification

Work History

Wealth Management Intern

UBS
06.2023 - 08.2023
  • Helped financial advisors manage client corporate equity award programs
  • Assisted clients with account related details to support the financial advisors
  • Provided administrative support to keep client files organized
  • Gained product knowledge from internal and external partner sessions to support the team
  • Executed targeted outreach campaigns to increase the existing executive client base
  • Shadowed advisor client calls and discussed potential solutions to improve overall team performance
  • Learned how to draft and explain a financial plan to expand my knowledge of the wealth management industry

Lifeguard/Head Lifeguard

Indian Trail Club
06.2019 - 08.2023
  • Ensured safety of patrons by enforcing rules and performing lifeguarding and first aid duties
  • Trained new employees by explaining rules, policies, and procedures to ensure compliance and safety
  • Provided support to managers in overseeing facilities
  • Performed customer service and administrative tasks to organize swim lessons and events, and answer patrons’ questions
  • Provided deep water testing for new swimmers and taught group swim lessons to young children to promote a safe environment

Director of Philanthropy

Alpha Phi | Eta Epsilon Chapter
12.2022 - 05.2023
  • Planned and organized philanthropy events for chapter to engage the Villanova community; raised over $6000 for the Alpha Phi Foundation
  • Worked with other members of the Health, Wellness, and Accountability team to plan events and support chapter members

Education

Bachelor of Arts - Economics

Villanova University
Villanova, PA
05.2025

Skills

  • Microsoft Office
  • Relationship Building
  • Organizational Skills
  • Conflict Resolution
  • Excellent Communication
  • Time Management

Certification

  • Bloomberg Market Concepts
  • LinkedIn Excel Essential Training (Microsoft 365)

Timeline

Wealth Management Intern

UBS
06.2023 - 08.2023

Director of Philanthropy

Alpha Phi | Eta Epsilon Chapter
12.2022 - 05.2023

Lifeguard/Head Lifeguard

Indian Trail Club
06.2019 - 08.2023

Bachelor of Arts - Economics

Villanova University

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Olivia Coughlin