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Alex Oliver Location
Boston, MA, US
Alex Oliver Work
2026 -now Senior Wealth Advisor @
2024 -2025 Partner, Investment Advisor at First National Advisors @
2015 -2024 Financial Advisor @
2011 -2014 Division Head @
2010 -2011 General Manager @
2008 -2010 Executive District Manager @
Alex Oliver Education
University of California, Los Angeles
(Personal Financial Planning)
2014-2015
University of Maine
B.S. (Finance and Management)
2007-2011
Alex Oliver Skills
Microsoft Office
Financial Analysis
Marketing Strategy
Registered Investment Advisor
Analysis
Wealth Management
Entrepreneurship
Sales Management
RIA
Team Building
Microsoft Excel
Customer Service
Management
Strategic Planning
Research
Personal Financial Planning
Team Leadership
Accident
Investment Management
Sales
Strategy
Personal Financial
Marketing
Analytical Skills
Leadership
Public Speaking
Health Insurance
Management Consulting
Alex Oliver Summary
Alex Oliver, based in Boston, MA, US, is currently a Senior Wealth Advisor at Mariner. Alex Oliver brings experience from previous roles at First National Advisors, Collegiate Entrepreneurs Inc. and Collegiate Entrepreneurs. Alex Oliver holds a 2014 - 2015 University of California, Los Angeles. With a robust skill set that includes Microsoft Office, Financial Analysis, Marketing Strategy, Registered Investment Advisor, Analysis and more. Alex Oliver has 3 emails and 1 mobile phone numbers on RocketReach.
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