Sophia Oliverio
About Sophia Oliverio
Sophia Oliverio is a Senior Wealth Strategy Associate at UBS, where she has worked since 2020. She holds a Bachelor's degree in Public Policy Analysis and Economics from the University of North Carolina at Chapel Hill and has previous experience in sales, program support, and various internships.
Current Role at UBS
Sophia Oliverio serves as a Senior Wealth Strategy Associate at UBS, a position she has held since 2020. In this role, she focuses on providing strategic wealth management solutions to clients. Her responsibilities include analyzing client portfolios, developing tailored investment strategies, and collaborating with financial advisors to enhance client experiences. With a strong background in finance and public policy, she contributes to the firm's mission of delivering comprehensive wealth management services.
Previous Experience at UBS
Prior to her current role, Sophia worked at UBS as a Trust Financial Advisor (TFA) from 2017 to 2020. During her tenure, she gained valuable experience in trust and estate planning, helping clients navigate complex financial situations. Her work involved assessing client needs and providing guidance on wealth preservation strategies, which laid the foundation for her current position in wealth strategy.
Education and Expertise
Sophia Oliverio earned her Bachelor's degree in Public Policy Analysis and Economics from the University of North Carolina at Chapel Hill, where she studied from 2013 to 2017. This educational background equips her with a strong understanding of economic principles and policy-making, which she applies in her financial advisory work. She also completed her high school education at CE Jordan High School from 2009 to 2013.
Early Career Experience
Sophia began her professional journey as a Sales Representative at SCRATCH BAKED GOODS in 2013, where she worked for five months. She also gained experience as a Program Intern at ProInspire in 2015, contributing to program development for three months. Additionally, she worked as a Development Intern at the Full Frame Documentary Film Festival from 2015 to 2016, where she supported fundraising efforts. Her diverse early career experiences have contributed to her skills in client relations and project management.
Additional Roles in the Community
In addition to her professional roles, Sophia served as a Disc Jockey at WXYC from 2015 to 2017, where she engaged with the community through music. She also worked as a Lifeguard at the Duke Faculty Club from 2012 to 2014, demonstrating her commitment to safety and community service. These roles reflect her ability to connect with diverse audiences and contribute positively to her community.