Chris Olivarez Email & Phone Number
Founding Principal | Private Wealth Advisor @ Chris Olivarez, CFP®
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Chris Olivarez Location
- Cupertino, CA, US
Chris Olivarez Work
- Founding Principal | Private Wealth Advisor @ (June 2022 - Present)
- Financial Consultant @ (June 2015 - June 2022)
- Financial Advisor @ (January 2011 - January 2014)
- Analyst @ (January 2008 - January 2011)
Chris Olivarez Education
- San José State University
BS (Business Administration)
- Santa Clara University Leavey School of Business
Executive Certificate in Financial Planning
Chris Olivarez Skills
- Equities
- Portfolio Management
- Microsoft Office
- Financial Modeling
- Management
- High Net Worth Individuals
- Project Management
- Investments
- PowerPoint
- Sales Management
- Finance
- Services
- Customer Service
- Financial Analysis
- Analysis
- Wealth Management
- Sales
- Net
- Strategy
- Microsoft Word
- Leadership
- Research
Chris Olivarez Summary
- Chris Olivarez, based in Cupertino, CA, US, is currently a Founding Principal | Private Wealth Advisor at Olivarez Private Wealth. Chris Olivarez brings experience from previous roles at Fidelity Investments, Merrill Lynch and Silicon Valley Capital Management. Chris Olivarez holds a BS in Business Administration @ San José State University. With a robust skill set that includes Equities, Portfolio Management, Microsoft Office, Financial Modeling, Management and more. Chris Olivarez has 2 emails and 2 mobile phone numbers on RocketReach.
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