Jeffrey Oliverio is a high-level expert, who works in Wells Fargo Advisors main office of which is in 104. as a Assistant Branch Manager, First Vice President - Investment Officer from 2007. This expert has earned professional experience in more than five positions at different companies. Jeffrey Oliverio went to the Rutgers Business School and was studying from 1992 to 1996. This professional has such professional qualifications as Certified Financial Planner? Cfp®, License Crd# 4160372, and License 396108. San Diego, California is the area, where this expert was known to be located. The person's email address and phone are easily accessed through SoftwareOfficial by request.
Name variants:
Jeffery Oliverio,
Geoffrey Oliverio,
Jeff Oliverio
Last updated May 25, 2024
Contact Information
Workplace
Assistant Branch Manager, First Vice President - Investment Officer
Saint Louis, MO
Industry
Financial Services
Colleagues
Work History
Assistant Branch Manager, First Vice President - Investment Officer
1 north Jefferson Ave St, Louis, MO
As a CERTIFIED FINANCIAL PLANNER™ Professional and Financial Advisor, I provide clients and their families comprehensive strategies in all aspects of their financial lives. This includes adv...
Jun 2007 — Jan 2018
Vice President, Private Financial Advisor
SunTrust Investment Services, Inc. is a full-service broker-dealer, SEC registered investment adviser and a licensed insurance agency, and an integral part of SunTrust Banks, Inc. – one of t...
from Jan 2018
Vice President-Financial Advisor
100 north Tryon St, Charlotte, NC 28202
Feb 2001 — May 2007
Education
Occupations
Executive
Vice President
Financial Broker
Financial Consultant
Assistant Branch Manager
Certified Financial Planner
Accountant
Finance and Accounting Specialist
Counselor
Health Specialist
Certified Nurse Aide
Chief Executive
Financial Services Professional
Financial Services Sales Agent
Business Unit Manager
Administrative Services Manager
Puchasing and Estimating Manager
Financial Manager
Accounting Bookkeeper
Bookkeeper
Advisor
Nurse
Nurse Practitioner
Skills
Retirement Planning
Investments
Asset Allocation
Mutual Funds
Retirement
Bonds
Insurance
Stocks
Estate Planning Strategies
Managing Cashflow
Special Needs Planning
Wealth Management
Financial Planning
Investment Advice
Wealth Transfer
Asset Management
College Planning
Retirement Income Strategies
Risk Management
Lgbt Needs Planning
Investment Advisory
FAQs about Jeffrey Oliverio
What's the profession of Jeffrey Oliverio?
This professional's job is Vice President, Private Financial Advisor
What jobs is Jeffrey proficient at at?
The expert is proficient at such jobs as Executive and Vice President.
Where does Jeffrey Oliverio currently live?
Jeffrey lives in San Diego, California.
Does Jeffrey have the email address?
jo**@mac.com is The professional's email address.
How many companies did Jeffrey Oliverio work at?
Jeffrey Oliverio worked at five jobs.
Where has Jeffrey Oliverio studied?
Jeffrey studied at the Rutgers Business School from 1992 to 1996.
Are there any professional certifications Jeffrey Oliverio has?
This expert received the following certifications: Certified Financial Planner? Cfp®, License Crd# 4160372, License 396108, Nmls, and Certified Financial Planner™ Cfp®.
What languages does Jeffrey Oliverio speak?
Jeffrey Oliverio speaks Spanish.