Olivia Whalen

Experience

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  J.Crew

  Oct 2013 - Jan 2014

  Sales Associate
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  The College of New Jersey

  Jan 2014 - Sept 2014

  Information Desk Worker

  Maintained game room materials, answered questions of guests and students, assisted student organizations in room set-ups for meetings in the Brower Student Center; answered phone calls.

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  Merrill Lynch

  Jun 2014 - Aug 2014

  Financial Advising Intern

  Updated client Information, assisted with account maintenance; completed client requests

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  Student Finance Board

  Aug 2014 - May 2015

  Junior Class Representative

  Hear requests from student organizations for funding, delegate with other members on the board on how to fund student organizations from the Student Activities Fee which is provided by students' tuition, serve as a liaison between student organizations and the Student Finance Board.

• 

  Kappa Delta Sorority

  Nov 2014 - Nov 2015

  VP-Standards of the Zeta Theta Chapter

  Recorded attendance for chapter events; lead a risk management committee, assisted in resolving internal conflicts, coordinated chapter events with other members of the executive board, oversaw and set goals for the academic excellence of the chapter. Zeta Theta Chapter awarded as a Merit Chapter for the 2014-2015 Academic Year for being recognized as being a high achieving chapter among other Greek organizations on our campus and other Kappa Delta Sorority chapters across the country.

• 

  Bloomberg

  May 2015 - Aug 2015

  Global Data Intern- Events and Guidance

  Input data into the terminal regarding corporate events and guidance; managed a mock portfolio with other interns; completed various projects to obtain the data needed to be input into the terminal; researched trends within the Health Care industry that could be implemented into the terminal; assist clients and complete client requests.

• 

  Bloomberg

  Sept 2016 - Jul 2021

  Corporate New Issues Team- Organize and maintain data surrounding new issues of corporate bonds- Create interfaces of fixed income securities on the Bloomberg Terminal- Communicate with and establish strong business relationships with lead managers of multi-million dollar deals- Research ways to improve efficiency of workflow and client use of the fixed income product on the Bloomberg terminal in collaboration with other team members- Establish relationships with new hires and interns through involvement with human resources- Manage and communicate with quality check vendors located in Mumbai, India-Created and proposed the winning group project in a competition for new hires which was a plan to improve the workflow of the Loans product through automation Show less

  • Municipal Bonds Data Specialist

    Mar 2020 - Jul 2021

  • Corporate Bonds Data Specialist

    Sept 2016 - Mar 2020
• 

  Liv Your Fit Personal Training & Health Coaching - Olivia Whalen LLC

  Jun 2020 - now

  Business Owner

  Women's personal trainer and health coach helping women beat the corporate burnout to excel in their careers while not simultaneously having to sacrifice their physical and mental health.

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  Principal Asset Management

  Jul 2021 - now

  • Data Supplier Manager

    Jul 2021 - now

  • Data Supplier Manager - PGI

    Jul 2021 - Oct 2022