Andrea Olivares
Andrea serves as a Senior Client Service Associate based in our San Francisco, CA office.
Before joining the team, Andrea spent almost a decade in client service roles with Freedom Investment Management, Inc., working her way up from client service administrator to senior portfolio administrator. She holds a bachelor’s degree in business administration and international business from Dominican University of California and earned an MBA from Saint Mary’s College of California.
Previous Experience
- Senior Portfolio Administrator at Freedom Investment Management, Inc.
- Portfolio Administrator at Freedom Investment Management, Inc.
- Client Service Administrator at Freedom Investment Management, Inc.
Education & Credentials
- MBA, Saint Mary’s College of California
- BA, Dominican University of California, Business Administration & International Business
Please Note: Limitations. Professional designations, certifications, degrees, or licenses, recognition by publications or organizations, membership in professional organizations, or prior experience or success should not be construed by a client or prospective client as a guarantee of a certain level of results or satisfaction if Wealthspire is engaged, or continues to be engaged, to provide investment advisory services.
