Ryan Oleson Email & Phone Number
Financial Advisor @ Raymond James
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Ryan Oleson Location
- Omaha, NE, US
Ryan Oleson Work
- Financial Advisor @ (January 2021 - Present)
- Regional Sales Manager Advisor Led Model @ (January 2021 - Present)
- Director Brokerage Operations at Carson Group @ (August 2018 - January 2021)
- Operations Manager and Branch Office Manager 9 and 10 @ (June 2015 - August 2018)
- Senior Manager Brokerage Services @ (October 2013 - August 2018)
- RIA Operations Analyst @ (April 2010 - October 2013)
- Operations Specialist - Securities Lending @ Legent Clearing (August 2009 - April 2010)
- Market Data Analyst II @ (October 2007 - February 2009)
- Manager, Office of the President and Trade Resolution @ (July 2005 - October 2007)
- Trading Operations Manager @ (April 2004 - June 2005)
- Assistant Team Manager of Trading @ (July 1999 - April 2004)
Ryan Oleson Education
- Bellevue University
Bachelors of Science (Business)
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 Bachelors of Science in Business @ 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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