Olivia leads the advisory channel at Apex Fintech Solutions, where she aims to help the businesses they serve lean into technology and operational efficiency to expand their reach and deliver the digital experience that today’s consumers expect. Previously, Olivia spent over ten years in financial services, largely focused on the advisory segment. As Vice President, Strategic Relationship Management at TD Ameritrade, she worked closely with some of the most successful advisory firms to understand their business models, solve challenges and provide them with the tools needed to reach their goals. Olivia also served as Vice President, Technology Consulting at TD Ameritrade where she was responsible for consulting with RIA businesses to develop technology strategies and navigate the evolving fintech landscape. Olivia enjoys being active outdoors with her husband Todd and daughter Rosalind. They reside in Morris County, NJ.
For over a decade, Apex Fintech Solutions has been a trusted platform and ecosystem for the fintech industry. We provide long-term support to help clients navigate and shape the future of finance, enabling them to eliminate friction and transform the end-investor experience with innovations like fractional-share trading and robo-investing. Our technologies integrate easily and perform at scale, offering solutions in clearing, custody, advisory, routing, execution, and tax processing.
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