Paul Oliver
Senior Manager@ Charles Schwab
Roanoke, Texas, United States
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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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Research Details
Skills & Insights
Colleagues

Emails and Phone Numbers

@etrade.com
@verizon.net
@schwab.com
@waddell.com
@hotmail.com
@relaytv.com
+1 800435****
+1 415636****
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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.

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Work Experience

3000 Schwab Way, Westlake, Texas, 76262, US

Financial Services

31142
Phone
+1 8004354000
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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.
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Education

Southern Methodist University
Southern Methodist University

Business Administration,

Business,

Finance,

Bachelors,

Bachelor Of Business Administration,

Business Administration And Finance