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.
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. 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.
