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Kaz Financial Group
Home
About
  • Our Story
  • Our Team
Our Services
  • Planning & Investing
  • Estate Planning
  • Executive Benefits
  • Family Governance
  • Retirement Planning
  • Risk Management
  • Philanthropic Planning
Calculators
Licensing
Contact Us
Client Login
Our Services
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  • Home
  • About
    • Our Story
    • Our Team
  • Our Services
    • Planning & Investing
    • Estate Planning
    • Executive Benefits
    • Family Governance
    • Retirement Planning
    • Risk Management
    • Philanthropic Planning
  • Calculators
  • Licensing
  • Contact Us
  • Client Login
  • Our Services
  • Home
  • About
    • Our Story
    • Our Team
  • Our Services
    • Planning & Investing
    • Estate Planning
    • Executive Benefits
    • Family Governance
    • Retirement Planning
    • Risk Management
    • Philanthropic Planning
  • Calculators
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Jennifer Morgan

New Business Coordinator

 Olivia Del Vecchio joins the Center for Wealth Preservation as our New Business Coordinator, bringing nine years of dedicated experience in member success and project management. Most recently serving as Project Manager and Member Success Lead at Executive Networks, Olivia has demonstrated exceptional skill in streamlining operations and enhancing client experiences.


A graduate of Stony Brook University with a BA in Political Science, Olivia combines her academic foundation with impressive professional achievements. At Executive Networks, she transformed executive onboarding processes for Fortune 1000 companies, while her previous role at Citizens Campaign for the Environment saw her spearhead fundraising campaigns that generated over $150,000 in three years. Her advocacy work led to groundbreaking environmental protection measures, including the strictest drinking water standards ever implemented in New York State.


Olivia’s commitment to innovation and continuous learning is evident in her recent certification in ORG AI, where she developed expertise in artificial intelligence and its organizational applications. She brings to CWP a proven track record of process improvement, team collaboration, and project management excellence.


Beyond her professional pursuits, Olivia embraces life's adventures with the same enthusiasm she brings to her work. A passionate traveler, she spent three months working with a nonprofit in London, an experience that reinforced her global perspective. When not advancing organizational efficiency at work, you might find her enjoying the beach in any weather or spinning vintage vinyl from her carefully curated collection of 60s and 70s music.


Olivia’s dedication to continuous learning, coupled with her persistent nature and strong follow-through, makes her a valuable addition to the CWP team.

CRN202801-7932028

 odelvecchio@financialguide.com 

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Kaz Financial Group

 Securities and investment advisory services offered through qualified registered representatives of MML Investors Services, LLC.  Member SIPC. SIPC.org  6800 Jericho Turnpike, Suite 202W, Syosset, NY 11791, 516.364-4203.  Kaz Financial Group is not a subsidiary or affiliate of MML Investors Services, LLC. or its affiliated companies.   

  CRN202608-4907457 

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