Joseph Olive Email & Phone Number
Certified Financial Planner @ SATHER FINANCIAL GROUP, INC.
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Joseph Olive Location
- United States
Joseph Olive Work
- Certified Financial Planner @ (August 2024 - Present)
- Financial Advisor @ (May 2022 - August 2024)
- Financial Advisor @ (May 2019 - May 2022)
- Premier Banker @ (February 2018 - May 2019)
- VP - Financial Consultant @ (July 2017 - January 2018)
- Associate Financial Consultant @ (February 2016 - June 2017)
- Trading Specialist @ (January 2015 - February 2016)
- Intelligence @ (July 2003 - May 2014)
Joseph Olive Education
- Columbia University
Master's degree (Wealth Management)
2023-2025 - University of Maryland Global Campus
Bachelor of Science (B.S.) (Political Science)
2006-2014
Joseph Olive Skills
- 401K Accounts
- Analysis
- Asset Allocation
- College Planning
- Equity Research
- Equity Trading
- Estate Planning
- Financial Planning
- Interpersonal Skills
- Investment Management
- Investments
- Leadership
- Microsoft Office
- Military Experience
- Mutual Funds
- Private Wealth Management
- Relationship Building
- Small Business Retirement Plans
- Veterans
- Wealth Management Services
Joseph Olive Summary
- Joseph Olive, based in United States, is currently a Certified Financial Planner at SATHER FINANCIAL GROUP, INC.. Joseph Olive brings experience from previous roles at Edward Jones, Wells Fargo Advisors, Wells Fargo and Charles Schwab. Joseph Olive holds a 2023 - 2025 Master's degree in Wealth Management @ Columbia University. With a robust skill set that includes 401K Accounts, Analysis, Asset Allocation, College Planning, Equity Research and more. Joseph Olive has 1 emails and 4 mobile phone numbers on RocketReach.
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Top SATHER FINANCIAL GROUP, INC. Employees
Dave Sather
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