Andrea Olivares, MBA

Client Service Specialist

Andrea serves as a Client Service Specialist 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.

Andrea currently lives in the Bay Area and enjoys taking yoga classes and traveling in her spare time.

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. The achievement of any professional designation, certification, degree, or license, recognition by publications, media, or other organizations, membership in any professional organization, or any amount of prior experience or success, should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results or satisfaction if Wealthspire is engaged, or continues to be engaged, to provide investment advisory services.