Olivia Anastasi, MBA, CRC®, has over 10 years of experience in sales, retirement planning, marketing, and territory management. Olivia recently joined Altruist as a Sales Executive. Prior to that, Olivia worked with Nationwide Financial for over 8 years where they served as a Senior Retirement Specialist, Regional Internal Consultant, and Territory Management Representative. Their responsibilities included developing effective marketing campaigns, providing financial advice, managing territories, and maintaining relationships with high-profile clients. Olivia also worked as a Promotions & Marketing Intern with The Owens Group, where they led the Columbus team in market research and demographic profiling for major film releases.
Olivia Anastasi, MBA, CRC® received their Master of Business Administration degree in International Business/Trade/Commerce from Washington State University from 2019-2021. Prior to that, they obtained their Bachelor's degree in Communication and Media Studies from The Ohio State University from 2009-2013. Additionally, they obtained various certifications such as Certified Retirement Counselor (CRC) from International Foundation for Retirement Education (InFRE) in 2020 and Wilderness/Remote Location First Aid from Adventure Medics in 2021. Olivia also holds certifications in insurance and securities from FINRA and a Yoga Instructor Certification - Level II from Yoga Alliance. Olivia was a member of the National Honor Society.
June, 2023 - present
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