Ryan Oleson Email & Phone Number
Financial Advisor @ Raymond James
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Ryan Oleson Location
- Omaha, NE, US
Ryan Oleson Work
- 2021 -now Financial Advisor @
- 2021 -now Regional Sales Manager Advisor Led Model @
- 2018 -2021 Director Brokerage Operations at Carson Group @
- 2015 -2018 Operations Manager and Branch Office Manager 9 and 10 @
- 2013 -2018 Senior Manager Brokerage Services @
- 2010 -2013 RIA Operations Analyst @
- 2009 -2010 Operations Specialist - Securities Lending @ Legent Clearing
- 2007 -2009 Market Data Analyst II @
- 2005 -2007 Manager, Office of the President and Trade Resolution @
- 2004 -2005 Trading Operations Manager @
- 1999 -2004 Assistant Team Manager of Trading @
Ryan Oleson Education
- Bellevue University
Bachelors of Science (Deans List Recipient)
2009-2009
Ryan Oleson Skills
- Leadership
- Finance
- Risk Management
- Mutual Funds
- Securities
- Series 7
- Series 9/10
- Series 66
- Series 63
- Series 24
- Series 55
- Relationship Management
- FINRA
- Investments
- Equities
- Portfolio Management
- Banking
- Process Improvement
- Asset Managment
- Wealth Management
- Vendor Management
- Uniform Combined State Law
- Strategic Financial Planning
- Options
- Call Center
- Life & Health Insurance Licenses
- Financial Services
- Management
- Customer Service
- Services
- Strategy
- Credit
- Life and Health Insurance Licenses
- Marketing
Ryan Oleson Summary
- Ryan Oleson, based in Omaha, NE, US, is currently a Financial Advisor at Raymond James. Ryan Oleson brings experience from previous roles at First National Bank of Omaha, Carson Group and Raymond James Financial Services. Ryan Oleson holds a 2009 - 2009 Bachelors of Science in Deans List Recipient @ Bellevue University. With a robust skill set that includes Leadership, Finance, Risk Management, Mutual Funds, Securities and more. Ryan Oleson has 5 emails and 4 mobile phone numbers on RocketReach.
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