Strategies for Wealth
Annie Olaverri is a seasoned financial professional with extensive experience in the banking and financial services industry. Currently serving as a Financial Representative at Strategies for Wealth since June 2017, Annie employs a holistic approach to develop financial strategies focused on enhancing client cash flow and asset protection. Prior to this role, Annie held multiple positions at JPMorgan Chase & Co., including Private Client Branch Manager, VP, where responsibilities encompassed branch P&L analysis, team leadership, and compliance management. Annie also contributed as an Operations Manager, AVP, and Personal Banker, Officer, where various operational and customer relationship management tasks were executed. Educational qualifications include a degree in Linguistic/Sociology from Hunter College, Intensive Credit Training from NYU School of Professional Studies, and a CAMS certification in Anti-Money Laundering from ACAMS.