Olivia Lee, CFP®
VP of Investment Operations
Olivia Lee is the Vice President of Investment Operations at C2P Enterprises . In her role, Olivia provides leadership support to the companies’ turnkey asset management program (TAMP) platform as well as the corporate RIA. Her team also provides support and superior service experience to the companies’ Investment Advisor Representatives and their clients.
Olivia has over 11 years of operations experience in the wealth management and financial services industry. Prior to joining C2P, she spent 10 years leading technology and process improvement initiatives at a small RIA firm. Olivia is driven by efficiency. She is passionate about developing workflows that streamline operations and simplify processes for the advisor.
Olivia received her bachelor’s degree in Mathematics and Economics from Dickinson College, in 2010, and obtained her CFP designation in 2013. When she is not at work, Olivia enjoys spending time exploring outdoors and playing sports with her husband and three sons. She is an avid Green Bay Packers fan.