Olympia Wheeler's Location
Boston, Massachusetts, United States
Olympia Wheeler's Work
- Financial Advisor @ Citizens Securities, Inc.
- Financial Advisor @ Prudential Financial
- Senior Product Marketing Manager, Assistant Vice President @ MFS Investment Management
- Senior Channel Marketing Manager, Assistant Vice President @ Eaton Vance
- Marketing Manager @ Eaton Vance
- Internal Wholesaler @ Eaton Vance
- Mutual Fund Operations Specialist @ Eaton Vance
- Registered Representative @ LPL Financial
Olympia Wheeler's Education
- Saint Anselm College
BA
1990 - 1994
Olympia Wheeler's Skills
- Mutual Funds
- Investments
- Series 63
- Asset Management
- Series 7
- Financial Services
- Marketing
- Series 6
- Risk Management
- Asset Allocation
Olympia Wheeler's Summary
Olympia Wheeler, based in Boston, Massachusetts, United States, is currently a Financial Advisor at Citizens Investment Services, bringing experience from previous roles at Prudential Financial, MFS Investment Management and Eaton Vance. Olympia Wheeler holds a 1990 - 1994 BA @ Saint Anselm College. With a robust skill set that includes Mutual Funds, Investments, Series 63, Asset Management, Series 7 and more, Olympia Wheeler contributes valuable insights to the industry. Olympia Wheeler has 2 emails on RocketReach.
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