Olivia P.

Olivia P. has a diverse background in client services and management, currently serving as Manager of Employer Services at Vestwell since April 2022, after progressing through roles as Lead of Employer Services and Client Success Associate. Prior to Vestwell, Olivia worked at FORM Wealth as a Client Associate and at Alliance Wealth Management Milwaukee, Inc. as an Executive Assistant. Experience also includes leadership at Lanex, LLC as VP of Client Services and roles as Assistant Project Manager and Administrative Assistant. Olivia holds a Bachelor of Business Administration from UW-Whitewater College of Business and Economics, completed in December 2021, and attended Waukesha County Technical College in 2014.