Olivia Dipietro
Wealth Management Client Associate
- Role
- Wealth Management Client Associate at Merrill Lynch
- Location
- New York, NY, US
- LinkedIn followers
- 500 followers
About Olivia Dipietro
Strategic Finance and Investment Professional with solid experience in wealth management, financial planning, and marketing. Highly skilled in formulating comprehensive investment strategies and executing financial planning for high-net-worth clients. Adept at assessing financial data and guiding clients in selecting and prioritizing financial goals, resulting in improved portfolio performance.
Experience
Wealth Management Client Associate
Jan 2023 — Present · New York, NY, US
Education
Hofstra University
Finance
2019 — 2023
Hofstra University
Master of Business Administration - MBA
2023 — 2024
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