Rafael De Oliveira's Location
Phoenix, AZ, US
Rafael De Oliveira's Work
- Retirement Plan Consultant @ Fisher Investments
- VP - Financial Consultant @ Charles Schwab
- Investment Counselor @ Fisher Investments
- Assistent VP Financial solutions advisor @ Merrill Edge
- Sr. Financial Consultant @ TD Ameritrade
- Financial Advisor @ Merrill Edge
Rafael De Oliveira's Education
- Bayes Business School2021 - 2023
Rafael De Oliveira's Skills
- Wealth Management
- Brazilian Portuguese
- Portfolio Management
- Financial Advisory
- Banking
- Investments
- Microsoft Excel
- Retirement
- Customer Service
- Series 66
Rafael De Oliveira's Summary
Rafael De Oliveira, based in Phoenix, AZ, US, is currently a Retirement Plan Consultant at Fisher Investments, bringing experience from previous roles at Charles Schwab, Fisher Investments, Merrill Edge and TD Ameritrade. Rafael De Oliveira holds a 2021 - 2023 Bayes Business School. With a robust skill set that includes Wealth Management, Brazilian Portuguese, Portfolio Management, Financial Advisory, Banking and more, Rafael De Oliveira contributes valuable insights to the industry. Rafael De Oliveira has 1 email on RocketReach.
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