What You Can Expect from Alyssa:

Alyssa brings a detail-oriented and client-focused approach to her role at OGWP. She helps organize and maintain client financial records, ensuring important information is accurate, accessible, and easy for the team to navigate. By reviewing financial documents and organizing key information, Alyssa helps provide our advisors with a clear picture of each client’s financial situation as they prepare for meetings and develop thoughtful recommendations. She believes strong organization and an understanding of each client’s individual goals create an important foundation for a more coordinated and meaningful planning experience.

Knowledge & Experience:

Alyssa is pursuing Bachelor of Science degrees in Finance and Accounting at Rutgers Business School–New Brunswick, with an expected graduation date of May 2028. Prior to joining OGWP, she completed a finance internship with IBS Italia in Rome, where she gained international business experience through financial modeling, analysis, and e-commerce strategy. She also works as a Sales Representative for Shoshany Jewelers, where she has strengthened her client relationship and communication skills through personalized consultations while helping manage online operations for more than 400 products.

Get to Know Her:

At Rutgers, Alyssa serves as the Academics Chairwoman of Gamma Phi Beta, supporting the academic success of a chapter of more than 200 members. In her free time, she enjoys strength training, playing volleyball, and spending time with friends and family. Alyssa also has a passion for film and television and has enjoyed working as a background actor on various productions.