Charles Oliver Email & Phone Number

Senior Financial Advisor and Portfolio Manager @ Transcendent Capital Group

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Charles Oliver Location

Oklahoma City, OK, US

Charles Oliver Work

2022 - now Senior Financial Advisor and Portfolio Manager @ Transcendent Capital Group
2004 - 2022 Vice President - Investments, Financial Advisor @ Wells Fargo Advisors
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1995 - 2004 Vice President @ Phillips Securities

1990 - 1995 Stock Broker @ Merrill Lynch
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1979 - 1989 Sales, Sales Manager, General Manager @ Broadcast Radio Advertising & Management

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Charles Oliver Education

University of Oklahoma - Price College of Business
BBA, Marketing & Management

Charles Oliver Skills

Investments
Retirement
Financial Advisory

Customer Service
Retirement Planning
Strategic Planning
Leadership
Deferred Compensation Plans
401(k) Planning
Asset Allocation

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Charles Oliver Summary

Charles Oliver, based in Oklahoma City, OK, US, is currently a Senior Financial Advisor and Portfolio Manager at Transcendent Capital Group. Charles Oliver brings experience from previous roles at Wells Fargo Advisors, Phillips Securities, Merrill Lynch and Broadcast Radio Advertising & Management. Charles Oliver holds a BBA, Marketing & Management @ University of Oklahoma - Price College of Business. With a robust skill set that includes Investments, Retirement, Financial Advisory, Customer Service, Retirement Planning and more. Charles Oliver has 1 emails and 2 mobile phone numbers on RocketReach.

Charles Oliver Emails

Found 1 emails

@gmail.com

Charles Oliver Phone Numbers

Found 5 phone numbers

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