Adding Value for the Next Generation of Wealth Management

Olivia Eisinger, Head of Advisory at Apex Fintech Solutions, discusses how advisory firms can become a destination for top next-gen talent.

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Olivia Eisinger
Head of Advisory

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.

Adding Value for the Next Generation of Wealth Management
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