Olivia O'Toole Email & Phone Number
Portfolio Manager and Director of Fixed Income @ BSW Wealth Partners, a Public Benefit Corporation
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Olivia O'Toole Location
- Denver, CO, US
Olivia O'Toole Work
- 2024 -now Portfolio Manager and Director of Fixed Income @
- 2020 -2024 Portfolio Manager and Research Associate - Public Investments @
- 2018 -2020 Reporting Associate and Research Analyst @
- 2018 -2018 Summer Associate @
- 2018 -2023 Director of Research @ R3 Returns
- 2017 -2018 Finance Graduate Student @
- 2013 -2017 Student Assistant Peer Leader, Office of Admissions @
- 2016 -2016 Budget and Management Intern @
- 2015 -2015 Wealth Management Intern @
Olivia O'Toole Education
- University of Colorado Boulder - Leeds School of Business
M.S. (Finance)
2017-2018 - University of Colorado Boulder
B.A. with Distinction (Magna Cum Laude in Economics, International Relations)
2013-2017 - Universitat Autònoma de Barcelona
(International Economics)
2016-2016 - Evergreen Senior High School 2009-2013
Olivia O'Toole Skills
- Microsoft Excel
- Microsoft Word
- Microsoft Office
- R
- PowerPoint
- Qualitative Research
- Quantitative Research
- Economics
- Organization Skills
- Organizational Leadership
- Time-efficient
- Tenacious Work Ethic
- Positive Work Environment
- Interpersonal Skills
- Writing
- Collaborative Problem Solving
- Collaboration Tools
- Problem Solving
- Stata
- Project Management
- Management
- Financial Analysis
- Prezi
- Time Efficient
- Analysis
- WordPress
- Public Speaking
Olivia O'Toole Summary
- Olivia O'Toole, based in Denver, CO, US, is currently a Portfolio Manager and Director of Fixed Income at BSW Wealth Partners, a Public Benefit Corporation. Olivia O'Toole brings experience from previous roles at BSW Wealth Partners, a Public Benefit Corporation and R3 Returns. Olivia O'Toole holds a 2017 - 2018 M.S. in Finance @ University of Colorado Boulder - Leeds School of Business. With a robust skill set that includes Microsoft Excel, Microsoft Word, Microsoft Office, R, PowerPoint and more. Olivia O'Toole has 2 emails and 2 mobile phone numbers on RocketReach.
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