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
- Portfolio Manager and Director of Fixed Income @ (March 2024 - Present)
- Portfolio Manager and Research Associate - Public Investments @ (July 2020 - March 2024)
- Reporting Associate and Research Analyst @ (June 2018 - July 2020)
- Summer Associate @ (April 2018 - June 2018)
- Director of Research @ R3 Returns (June 2018 - March 2023)
- Finance Graduate Student @ (May 2017 - May 2018)
- Student Assistant Peer Leader, Office of Admissions @ (August 2013 - May 2017)
- Budget and Management Intern @ (May 2016 - August 2016)
- Wealth Management Intern @ (June 2015 - August 2015)
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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