Heather Oliver Email & Phone Number
Executive Director - Investments @ Oppenheimer & Co. Inc.
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Heather Oliver Location
- Fort Lauderdale, FL, US
Heather Oliver Work
- Executive Director - Investments @ (October 2024 - Present)
- Vice President Financial Advisor at Truist Investment Services, Inc. Truist Wealth @ (February 2021 - October 2024)
- Vice President | Private Financial Advisor @ (August 2012 - February 2021)
- Vice President | Senior Financial Advisor @ (April 2008 - August 2012)
- Vice President | Financial Advisor @ (July 2006 - April 2008)
Heather Oliver Education
- Florida State University
Bachelors of Science (Business, Sales & Marketing)
1992-1996
Heather Oliver Skills
- Business Relationship Management
- Cash Management
- Communication
- Finance
- Financial Advisory
- Financial Planning
- Financial Services
- Interpersonal Skills
- Investment Strategies
- Investments
- Management
- Marketing Strategy
- Portfolio Management
- Retirement Planning
- Risk Management
- Series 7
- Strategic Financial Planning
- Written Communication
Heather Oliver Summary
- Heather Oliver, based in Fort Lauderdale, FL, US, is currently a Executive Director - Investments at Oppenheimer & Co. Inc.. Heather Oliver brings experience from previous roles at Truist Wealth, BankAtlantic and Morgan Stanley. Heather Oliver holds a 1992 - 1996 Bachelors of Science in Business, Sales & Marketing @ Florida State University. With a robust skill set that includes Business Relationship Management, Cash Management, Communication, Finance, Financial Advisory and more. Heather Oliver has 2 emails and 2 mobile phone numbers on RocketReach.
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