Josh Oltman Location
Portland, OR, US
Josh Oltman Work
- 2023 - now Senior Vice President, Private Wealth Advisor @ U.S. Bank
- 2019 - 2023 Private Banker - Team Lead, Vice President @ Morgan Stanley
- 2016 - 2019 Senior Business Development Officer, Vice President @ Bank of the West
- 2016 - 2016 Regional Private Banker @ Wells Fargo Advisors
- 2014 - 2016 Business Development Consultant (West Coast Region) @ ACP LLC
Josh Oltman Education
- University of Oregon Lundquist College of Business
Bachelor of Business Administration (B.B.A.) (Finance and Financial Management Services)
2009 - 2013
Josh Oltman Skills
- Strategic Financial Planning
- Financial Analysis
- Reliability
- Microsoft Excel
- Corporate Finance
- Hard Worker
- Microsoft Office
- Wealth Management
- Innovative Thinking
- Mutual Funds
Josh Oltman Summary
Josh Oltman, based in Portland, OR, US, is currently a Senior Vice President, Private Wealth Advisor at U.S. Bank. Josh Oltman brings experience from previous roles at Morgan Stanley, Bank of the West, Wells Fargo Advisors and ACP LLC. Josh Oltman holds a 2009 - 2013 Bachelor of Business Administration (B.B.A.) in Finance and Financial Management Services @ University of Oregon Lundquist College of Business. With a robust skill set that includes Strategic Financial Planning, Financial Analysis, Reliability, Microsoft Excel, Corporate Finance and more. Josh Oltman has 5 emails and 3 mobile phone numbers on RocketReach.
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