Olivea Richards
Portfolio Implementation Specialist at Fci Advisors
Based in Weston, United States
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Seniority
Manager
Department
Operations
Location
Weston
Industry
Investment Management
Company size
59
Contact information
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o•••••••@fciadvisors.com
Phone
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Background
About Olivea Richards
Experienced professional with over 20 years in personal investment reporting, data analysis, and project management. Skilled in onboarding new clients, developing comprehensive reporting suites, and leading teams. Successfully implemented new reporting software, resulting in improved efficiency and visualization capabilities in just 6 months.Core Skills/Competencies:Operations, Project Management, Team Development and Leadership, Productivity and Performance enhancement, Communication Management, Series 7 license.
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