Position:
Associate Financial Advisor at Inspire Confidence Group, a private wealth advisory practice of Ameriprise Financial Services, LLC
Location:
Albany, New York, United States
Found email addresses for Olivia Casale:
Found phone for Olivia Casale:
Nov 2023 - Current
Jun 2021 - Nov 2023
Oct 2020 - Jun 2021
Olivia holds CRPC™ Chartered Retirement Planning Counselor™, Life, Accident and Health Exam, and SIE - Securities Industry Essentials Examination certifications and has been awarded Inspire Confidence Group, Forbes Best-in-State Wealth Management Teams, 2023-2026, Inspire Confidence Group, Ameriprise Client Experience Award, 2020-2025, and Ameriprise Ultimate Digital Excellence Award
Bachelor of Science - BS at Siena College
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