Chief Operative Officer@ Schoolcraft Capital
Westminster, Colorado, United States
Oana Bolton
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University of Phoenix
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FlashIntel GPTOana Bolton is a seasoned accounting executive and leader with over 20 years of experience in influencing the performance of diverse fiscal management platforms. She has successfully orchestrated financial services operations, including partnership accounting, multimillion-dollar budgeting, and portfolio management. Oana is skilled in fiscal administration, planning, management, and reporting, and has a strong background in banking, auditing, tax, insurance, and government entities. She is known for her ability to enhance operational performance and profitability through team coordination and implementation of best practices. Oana is proficient in MS Office Suite, Microsoft Dynamics CRM, Advent Axys, APX, Yardi, and QuickBooks.
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About
Seasoned accounting executive and leader with more than 20 years of combined experience positively impacting the performance of diverse fiscal management platforms. Repeated success orchestrating financial services operations ranging from partnership accounting and multimillion-dollar budgeting to portfolio management encompassing a wide range of business and private clientele. Combines advanced expertise in fiscal administration, planning, management, and reporting with superior business acumen. Experienced liaison with banking, auditing, tax, insurance, and government entities.Reputable for enhancing operational performance and profitability through expert team coordination, as well as implementation of best practices, new systems, and tools. Advanced communicator in English and Romanian with knowledge of French, Spanish, Italian, and Swahili. Proficient in MS Office Suite, Microsoft Dynamics CRM, Advent Axys and APX, Yardi, and QuickBooks.
...See MoreWork Experience
Chief Operative Officer
Director Of Operations | Chief Compliance Officer
Chief Operating Officer
Chief Operating Officer
Investment Management
Oana Bolton's Professional Milestones
- Director Of Operations | Chief Compliance Officer (2016-02-01~2022-01-01): Implementing robust operational regulations to ensure adherence to regulatory standards and enhance overall organizational success.
- Accounting Manager (1997-02-01~2001-10-01): Streamlined financial processes and enhanced accuracy, resulting in improved efficiency and cost savings.
Education
Skill
Accounting
Financial Analysis
Investments
Accounts Payable
Alternative Investments
Hedge Funds
Mutual Funds
Due Diligence
Finance
Asset Management
Equities
Budgets
Fund Of Funds
Private Equity
Mergers And Acquisitions
Certification
Colleagues
Michael Sherman
Founder | Co-Chief Investment Officer
Laurie Ness
Senior Client Service Representative
Tony Coppola
Senior Financial Advisor
Samuel Harnisch
investment analyst at schoolcraft capital
Darren M. Appel, CFP®
Financial Advisor - Schoolcraft Capital
Other Named Oana Bolton
Frequently asked questions
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Oana Bolton works for Schoolcraft Capital
Oana Bolton's role in Schoolcraft Capital is Chief Operative Officer
Oana Bolton works in the industry of Investment Management
Oana Bolton's colleagues are Michael Sherman,Laurie Ness,Tony Coppola
Oana Bolton's latest job experience is Chief Operative Officer at Schoolcraft Capital
Oana Bolton's latest education in University of Phoenix
