Paul Oliver
Southern Methodist University
Tell me more about Paul Oliver?
Paul Oliver is a highly experienced professional with 38.9 years of work experience. He has a strong background in leadership, series 63, banking, sales, and investments. Based in the United States, Paul has worked at renowned financial institutions such as Charles Schwab and Morgan Stanley. He is known for his expertise in the online brokerage industry and his ability to deliver easy-to-use solutions for individual investors and stock participants. Paul is also a member of the ETRADE Securities LLC and ETRADE Capital Management, LLC, a SEC registered investment adviser.
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About
E*TRADE is a leading financial services company and a pioneer in the online brokerage industry. Having executed the first ever electronic trade by an individual investor more than 30 years ago, the Company has long been at the forefront of the digital revolution, offering easy to use solutions for individual investors and stock participants. Founded on the principle of innovation and determined to level the playing field for individual investors, E*TRADE delivers digital platforms and professional assistance to help investors and traders meet their near and long term investing goals. The Company provides these services both online and through its network of customer service representatives and financial consultants – over the phone at two national branches and in personat 30 E*TRADE branches, including right here in Dallas. Branch Managers are registered with E*TRADE Securities LLC, Member FINRA/SIPC and with E*TRADE Capital Management, LLC, an SEC registered investment adviser. E*TRADE Capital Management and E*TRADE Securities are separate but affiliated companies.
...See MoreWork Experience
Senior Manager - Advisor Services
Senior Manager
Financial Services
Paul Oliver's Professional Milestones
- Vice President | Assistant Branch Manager | Financial Consultant (1985-01-01~1999-01-01): Streamlined operations, improving efficiency and profitability for the branch.
- Vice President | Branch Manager (1999-01-01~2002-01-01): Leading the branch to record-breaking revenue and market share growth through strategic planning and effective team management.
Education
Business Administration,
Business,
Finance,
Bachelors,
Bachelor Of Business Administration,
Business Administration And Finance
Skill
Leadership
Series 63
Banking
Sales
Investments
Series 8
Finance
Career Development
Financial Services
Sales Management
Wealth Management
Mutual Funds
Finra
Operations Management
Risk Management
Financial Analysis
Sales Coach
Series 24
Customer Acquisition
General Insurance
Management
Investment Solutions
Marketing Strategy
Series 65
Retail Call Center
Series 7
Sales Manager
Certification
Colleagues
Catherine Etherton
Product Owner | Product Manager
Michael Hayashi
product owner & cybersecurity data engineer at charles schwab
Michael Sherer
Senior Product Owner
Saira Zafar
Sr. Product Owner - eComm Archival & Supervision Platform | SAFe PO/PM
Aaron Ewing
Owner of A & M Wellness LLC
Other Named Paul Oliver
Frequently asked questions
We found 6 Paul Oliver's email addresses
We found 2 Paul Oliver's phone numbers
Paul Oliver's social media include: Linkedin,
Paul Oliver works for Charles Schwab
Paul Oliver's role in Charles Schwab is Senior Manager
Paul Oliver works in the industry of Financial Services
Paul Oliver's colleagues are Catherine Etherton,Michael Hayashi,Michael Sherer
Paul Oliver's latest job experience is Senior Manager at Charles Schwab
Paul Oliver's latest education in Southern Methodist University