Client Service Associate
Olga provides support to the advisors and assists in all aspects of client service-related issues including trading, meetings and account support and industry research. Having more than 20 years of work experience in multiple industries, she brings to our team a wealth of experience in organization skills and client service.
Prior to joining the San Diego Wealth team, Olga worked for almost a decade as Assistant Relationship Manager for Credit Suisse and spent more than two years servicing clients with Wells Fargo Advisors and Edward Jones.
Olga is inspired daily by her husband and their daughter. In her spare time, she enjoys traveling, cooking, reading and spending time enjoying the beauty of living in Southern California.