Olivia Katherine Marchese

Employer firm

Ubs Financial Services Inc. CRD 8174

$916B regulatory AUM 18,245 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 10/2022 → 04/2023
  Ubs Financial Services, Inc
  Conshohocken, PA
• 06/2022 → 08/2022
  Ubs Financial Services, Inc
  Weehawken, NJ
• 01/2022 → 04/2022
  Bluebox Corporate Finance
  London
• 04/2021 → 12/2021
  Villanova University
  Villanova, PA
• 11/2018 → 08/2021
  Chili's Grill And Bar
  Flemington, NJ
• 06/2019 → 08/2019
  Branchburg Township
  Branchburg, NJ
• 12/2018 → 08/2019
  Goalquest Soccer
  Annandale, NJ
• 08/2019 → 05/2023
  Villanova University
  Villanova, PA
• 09/2015 → 06/2019
  Somerville High School
  Somerville, NJ
• 09/2015 → 05/2019
  Raritan Valley Community College
  Branchburg, NJ
• 08/2023 → Present
  Ubs Financial Services, Inc
  Weehawken, NJ

Exams

• S66 Uniform Combined State Law Examination
  2023-09-22