Olivia Marchese
Global Wealth Management GTP Analyst at UBS | New York City Metropolitan Area
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Olivia Marchese is a dedicated and dynamic professional currently serving as a Global Wealth Management GTP Analyst at UBS, a leading global financial institution. In this role, Olivia is actively engaged in a comprehensive two-year rotational program designed to cultivate a deep and well-rounded understanding of the wealth management industry. Through her rotations across six diverse teams—including financial advising, investment strategy, trading desks, and product groups—she gains invaluable insights into the intricacies of client portfolio management, asset allocation, and personalized wealth planning. Olivia’s expertise in financial analysis, combined with her strong proficiency in tools like Bloomberg, Microsoft PowerPoint, and Word, enables her to support strategic decision-making and client engagement initiatives effectively.
Her role involves collaborating with seasoned advisors and investment professionals to develop tailored financial solutions, leveraging her analytical skills and industry knowledge to enhance client outcomes. Olivia’s leadership abilities and excellent communication skills, honed through public speaking and teamwork, allow her to contribute meaningfully to team projects and client presentations. Her exposure to various facets of wealth management not only broadens her technical skill set but also sharpens her understanding of market trends, risk management, and regulatory considerations within the financial services industry. As she continues to develop her expertise, Olivia is well-positioned to become a future leader in wealth management, committed to delivering exceptional client service and innovative financial strategies in a rapidly evolving global market.
Global Wealth Management GTP Analyst at UBS in August 2023 to Present
Private Wealth Management Intern at UBS in November 2022 to April 2023
Global Wealth Management Summer Analyst at UBS in June 2022 to August 2022
Financial Analyst at Bluebox Corporate Finance in January 2022 to April 2022
Athlete Peer Tutor at Villanova University in April 2021 to December 2021
Food Server at Chili's in December 2018 to August 2021
Summer Camp Counselor at Branchburg Township Recreation in June 2019 to August 2019
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Villanova University, Bachelor of Business Administration - BBA, September 2026
Raritan Valley Community College, Associate of Arts, September 2026
Somerville High School, Salutatorian, September 2026
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Microsoft Word
Leadership
Public Speaking
Bloomberg
Microsoft PowerPoint
Teamwork
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Discover more about UBSWhat is Olivia Marchese email address?
Email Olivia Marchese at [email protected] and [email protected]. This email is the most updated Olivia Marchese's email found in 2026.
How to contact Olivia Marchese?
To contact Olivia Marchese send an email to [email protected] or [email protected]. (updated on February 04, 2025)
What company does Olivia Marchese work for?
Olivia Marchese works for UBS
What is Olivia Marchese's role at UBS?
Olivia Marchese is Global Wealth Management GTP Analyst
What is Olivia Marchese's Phone Number?
Olivia Marchese's phone (212) ***-*312
What industry does Olivia Marchese work in?
Olivia Marchese works in the Financial Services industry.
Olivia Marchese Email Addresses
Olivia Marchese Phone Numbers
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