NewEdge Advisors
Olivia Kunhart, PMP, currently serves as Senior Manager of Financial Operations at NewEdge Advisors since September 2023. Previously, Olivia held the position of Manager, Product & Platform at Mariner Wealth Advisors from August 2021 to September 2023. Olivia's extensive experience includes various roles at Orion Advisor Tech from November 2014 to August 2021, including Director of Onboarding and Senior Onboarding Project Manager. Earlier in her career, Olivia worked in service and client-facing roles at Olive Garden and Kona Grill, as well as in account management at Infogroup. Olivia earned a Bachelor's degree in Business from Bellevue University and an Associate's degree in Business transfer from Metropolitan Community College.
This person is not in any teams
This person is not in any offices
NewEdge Advisors
1 followers
NewEdge Advisors is a registered investment advisor (RIA) supporting 330+ financial advisors across the country, who collectively service over $25 billion in client assets. NewEdge Advisors was built by advisors, for advisors to give independent advisory practices a better way to serve clients, and to manage time and expenses more effectively than they could on their own. By eliminating the complexities of running a wealth management business, advisors can free up their time to focus on what they do best – caring for clients. If you’re like us, you have a deep appreciation for the advisor-client relationship and years of experience putting their interests first. Partnering with NewEdge is an active decision to join a movement of successful advisors in the relentless pursuit of an improved client experience. Let’s chat! Call (877) 832-6632 or visit www.newedgeadvisors.com to learn more about partnering with NewEdge Advisors. Disclosures: Securities are offered through LPL Financial, Member FINRA/SIPC, Triad Advisors, Member FINRA/SIPC or NewEdge Securities, Inc., Member FINRA/SIPC. Representatives of NewEdge Advisors, LLC may be affiliated with one of these entities and will offer securities only where properly registered. Investment advice is offered through NewEdge Advisors, LLC. NewEdge Advisors, LLC is a separate entity from both LPL Financial and Triad Advisors. NewEdge Advisors, LLC is an affiliated entity to NewEdge Securities, Inc. and under the common control of NewEdge Capital Group, LLC. Advisory services are only offered to clients or prospective clients where NewEdge Advisors and its representatives are properly registered or exempt from registration. Third-party posts found on this profile do not reflect the views of the entities listed herein and have not been reviewed by any listed entity as to accuracy or completeness. https://adviserinfo.sec.gov/