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 @
- 2004 -2022 Vice President - Investments, Financial Advisor @
- 1995 -2004 Vice President @ Phillips Securities
- 1990 -1995 Stock Broker @
- 1979 -1989 Sales, Sales Manager, General Manager @ Broadcast Radio Advertising & Management
Charles Oliver Education
-
BBA (Marketing & Management)
- University of Oklahoma - Price College of Business
Charles Oliver Skills
- Investments
- Retirement
- Financial Advisory
- Customer Service
- Retirement Planning
- Strategic Planning
- Leadership
- Deferred Compensation Plans
- 401(k) Planning
- Asset Allocation
- Financial Services
- Investment Planning
- Investment Strategies
- Multigenerational Wealth Planning
- Retirement Savings
- Risk Management
- Wealth-Preservation Planning
- Sales
- Management
- Finance
- Team Building
- Marketing
- Sales Management
- Project Planning
- Marketing Strategy
- Public Speaking
- Investors
- Business Development
- Microsoft Office
- Real Estate
- Radio Advertising
- Loans
- Wealth Preservation Planning
- 401K Planning
- 401 Planning
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 in Marketing & Management. With a robust skill set that includes Investments, Retirement, Financial Advisory, Customer Service, Retirement Planning and more. Charles Oliver has 4 emails and 2 mobile phone numbers on RocketReach.
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