Oliver R Cross is a high-level expert, who works in Verum Partners main office of which is in 779. on the position of Partner and Co-Founder from 2019. Oliver R Cross has earned professional experience in more than four positions at different companies. Oliver R Cross went to the Unc Kenan - Flagler Business School and got education from 2008 to 2010. Charlotte, North Carolina is the city, where this expert was known to be living. This person's email address and number are easily accessed through this website on demand.
Name variants:
Ollie Cross,
Noll Cross,
Nollie Cross,
Nolly Cross
Last updated Jun 11, 2024
Contact Information
Last Update
Jun 23, 2022
Email
oc**@carolinasinvest.com
Location
Charlotte, NC
Company
Verum Partners
Workplace
Partner and Co-Founder
Work History
Partner and Co-Founder
200 Providence Rd SUITE 104, Charlotte, NC 28207
Oliver focuses his energy and expertise on helping individuals and families get organized financially and invested intelligently. His goal is to partner with clients to help them simplify th...
from May 2019
Consultant and Director of Research
5605 Carnegie Blvd, Charlotte, NC 28209
Carolinas Investment Consulting is an employee-owned investment consulting boutique that has relationships with multiple financial institutions and money management firms. We are independent...
Aug 2010 — May 2019
Mba Intern
150 Hwy #1, Jupiter, FL
Analyzed traditional investment managers, hedge funds, private equity funds, and other alternative strategies for ultra high net worth clients.
Jun 2009 — Aug 2009
Vice President - Investment Manager
Advised corporations and not-for-profit clients on asset allocation strategies, investment manager selection, and investment policy statement implementation.
2002 — 2008
Education
2008 — 2010
1998 — 2002
1983 — 1985
Occupations
Executive
Partner
Co-Founder
Accountant
Finance and Accounting Specialist
Chief Research Officer
Counselor
Chief Executive
Founder
Accounting Bookkeeper
Bookkeeper
Advisor
Skills
Investments
Hedge Funds
Investment Management
Asset Managment
Fixed Income
Portfolio Management
Due Diligence
Alternative Investments
Asset Allocation