Morten Oftedal Email & Phone Number
Wealth Manager @ Alluvial Private Wealth
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Morten Oftedal Location
- United States
Morten Oftedal Work
- Wealth Manager @ (April 2025 - Present)
- Sales @ (February 2022 - April 2025)
- Vice President- SBA Commercial Banker @ (October 2020 - February 2022)
- SVP, Government Guaranteed Lending @ (March 2020 - September 2020)
- Vice President SBA BDO @ East West Bank SBA BDO (June 2019 - March 2020)
- Senior Vice President SBA BDO @ Touchmark National Bank (December 2018 - May 2019)
- Assitant Vice President SBA BDO @ (September 2017 - November 2018)
- BDO @ (October 2016 - August 2017)
- Portfolio manager @ (February 2011 - August 2017)
- Senior Sales, FX and Fixed Income Derivatives @ (March 2009 - January 2011)
- equity sales @ (January 2008 - January 2009)
- FX trader @ (January 2004 - January 2008)
Morten Oftedal Education
- Mercer University
mba (international business)
2002-2004 - Southern Methodist University - Cox School of Business
BBA (finance)
1993-1997 - Sola VGS
Morten Oftedal Skills
- FX
- Trading
- Risk Management
- Derivatives
- Corporate Finance
- FX Options
- Portfolio Management
- Business Strategy
- Banking
- Fixed Income
- Finance
- Financial Analysis
- Investments
- Capital Markets
- Credit
- Financial Markets
- Valuation
- Microsoft Excel
- Sales
Morten Oftedal Summary
- Morten Oftedal, based in United States, is currently a Wealth Manager at Alluvial Private Wealth. Morten Oftedal brings experience from previous roles at Heimdal Fondene, Coastal States Bank, Embassy National Bank and East West Bank SBA BDO. Morten Oftedal holds a 2002 - 2004 mba in international business @ Mercer University. With a robust skill set that includes FX, Trading, Risk Management, Derivatives, Corporate Finance and more. Morten Oftedal has 3 emails and 1 mobile phone numbers on RocketReach.
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