Oliver Mueller Email & Phone Number
Founder and Investment Strategist @ Alta Invest LLC
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Oliver Mueller Location
- Seattle, WA, US
Oliver Mueller Work
- 2021 -now Founder and Investment Strategist @
- 2022 -2024 Planned Giving Officer @
- 2017 -2020 Director, Planned Giving @
- 2010 -2017 Senior Gift Planning Officer @
- 2010 -2017 Founder and Portfolio Manager @ Juno Capital Management
- 2006 -2009 Vice President @ Registered Investment Advisor firm
- 1994 -2005 Vice President and Branch Manager @
- 1990 -1998 Detachment Commander @
Oliver Mueller Education
- University of Southern California
BS (Public Administration)
1986-1990 - College for Financial Planning
AAMS (Accredited Asset Management Specialist)
- College for Financial Planning
CMFC (Chartered Mutual Fund Counselor)
- UCLA Extension
PFP (Personal Financial Planner)
Oliver Mueller Skills
- Investments
- Fundraising
- Leadership
- Securities
- Estate Planning
- Strategic Financial Planning
- Financial Planning
- Nonprofits
- Portfolio Management
- Nonprofit Organizations
- Investment Management
- Wealth Management
- Financial Advisory
- Management
- Microsoft Excel
- Microsoft PowerPoint
- SharePoint
- Interpersonal Communication
- Relationship Development
- Advanced Volunteer Engagement
- Board Management
- Relationship Building
- Volunteer Development
- Fundraising Campaigns
- Raiser's Edge
- Salesforce
- Microsoft Office
- Marketing Plans
- Build Trust
- Strategic Focus
- Collaboration
- Team Building
- Teamwork
- Budget
- Fundraising Events
- Strong Partnerships
- staff management
- Corporate Relations
- Major Gifts
- Principle Gifts
- Consultative Selling
- Asset Allocation
- Finance
- Wealth
- Mutual Funds
- Military
- Military Operations
- Marketing
- Security Clearance
- Strategic Financial
Oliver Mueller Summary
- Oliver Mueller, based in Seattle, WA, US, is currently a Founder and Investment Strategist at Alta Invest LLC. Oliver Mueller brings experience from previous roles at The Humane Society of the United States, Fred Hutch, California Institute of Technology and Juno Capital Management. Oliver Mueller holds a 1986 - 1990 BS in Public Administration @ University of Southern California. With a robust skill set that includes Investments, Fundraising, Leadership, Securities, Estate Planning and more. Oliver Mueller has 1 emails and 1 mobile phone numbers on RocketReach.
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