Olivia Olmo, CFP®, has a robust background in finance and client relationship management, having served in various roles at Vanguard from October 2012 to March 2015, including Senior Strategy Analyst and Nonprofit Relationship Manager, where responsibilities encompassed portfolio strategy, fund analysis, and supporting nonprofit organizations in Pennsylvania. Prior to this, Olivia gained experience as a Credit/Risk Assessment Intern and Sourcing Specialist at Sunoco in 2012. Olivia holds a Master of Business Administration from Villanova University and a Bachelor’s Degree in International Business from Elon University, achieving a GPA of 3.8.
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