We found the following information about Olivia Zaiya at Commonwealth Financial Network, where this expert has worked as a Advanced Planning Consultant since 2014. Olivia's total work experience is over seven years, during which time Olivia Zaiya had at least four jobs at different companies to develop professional skills. Olivia studied at the San Diego State University from 2015 to 2016. This expert received the following certifications: Certified Financial Planner™, Series 7, and Texas State Bar. Olivia Zaiya is proficient in English. Currently, Olivia lives in San Diego, California. You can contact with Olivia by searching for phone number or email address or get full information by requesting access to Olivia's further details from us.
Name variants:
Olive Zaiya
Contact Information
Last Update
Jul 5, 2022
Email
ol**@gmail.com, ol**@gmail.com
Location
San Diego, CA
Company
Workplace
Colleagues
Work History
Advanced Planning Consultant
29 Sawyer Rd, Waltham, MA 02453
Jul 2014 — Jun 2018
Managing Director, Financial Planning
1250 Prospect St SUITE 1, La Jolla, CA 92037
from Jun 2018
Education
2015 — 2016
2010 — 2013
2006 — 2010
Occupations
Executive
Chief Executive Officer
Counselor
Accountant
Finance and Accounting Specialist
Corporate Executive
Chief Executive
Advisor
Accounting Bookkeeper
Bookkeeper
Skills
Finance
Financial Planning
Leadership
Strategic Planning
Financial Modeling
Management
Microsoft Excel
Forecasting
Financial Analysis
Financial Reporting
Accounting
Microsoft Office
Financial Background
Problem Solving
High Degree of Initiative
Succession Planning
Financials
Creative Problem Solving
Hnw
Wealth Management
Tax Planning
Fiduciary