Olivia Negri
New York,USA
Summary
Finance professional with a foundation in wealth management and client relationship management. Proven ability to communicate strategically and think critically to achieve impactful results. Adaptable across various financial roles, contributing to enhanced client satisfaction and organizational success in fast-paced environments.
Overview
4
4
years of professional experience
1
1
Certification
Work History
Associate
Merritt Point Wealth Advisors
Old Greenwich, CT
09.2022 - Current
- Serve as a primary point of contact for clients, ensuring a high level of service and responsiveness
- Assist in onboarding new clients, including documentation, account setup, and regulatory compliance
- Process account transactions, including money movements, wires, and trade requests
- Continuous exposure to investment strategies, asset allocation, and financial products
- Work with financial advisors to coordinate tasks, including data entry, account reviews, and preparing reports and presentations for client meetings
- Assisted in developing content for client communications, social media, and client events
Research Assistant
Lehigh University
Bethlehem, PA
01.2021 - 05.2022
- Gained hands-on experience analyzing data from behavioral experiments, focusing on how artificial intelligence influences consumer purchasing patterns.
Market Research Intern
Econergy
Greenwich, CT
06.2021 - 08.2021
- Drove growth of Econergy, a start-up marketing energy-saving and air purification devices.
- Conducted market research to identify target consumers and position Econergy effectively in the marketplace.
Education
Bachelor of Arts - Cognative Science & Economics
LEHIGH UNIVERSITY
Bethlehem05.2022
Skills
- MS Office proficiency
- Organizational skills
- Detail Oriented
- Critical thinking
- Time management
- Collaboration
- Communication skills
- Client relationship management
Certification
- Series 7
- Series 66
Timeline
Associate
Merritt Point Wealth Advisors
09.2022 - Current
Market Research Intern
Econergy
06.2021 - 08.2021
Research Assistant
Lehigh University
01.2021 - 05.2022
Bachelor of Arts - Cognative Science & Economics
LEHIGH UNIVERSITY
Similar Profiles
Daniel NunezDaniel Nunez
Onboarding Specialist at Guerra Wealth AdvisorsOnboarding Specialist at Guerra Wealth Advisors
Christian PoppeChristian Poppe
Financial Advisor at Grey Fox Wealth AdvisorsFinancial Advisor at Grey Fox Wealth Advisors
Jason MaderoJason Madero
Financial Advisor at Wealth Watch AdvisorsFinancial Advisor at Wealth Watch Advisors
Paula AriasPaula Arias
Service Advisor - Client Experience at CartierService Advisor - Client Experience at Cartier
Mayra PicoMayra Pico
Companion at Marc SheppardCompanion at Marc Sheppard