Since 2019, Olivian Pitis has been working in Dowling & Yahnke situated 353, 353. Olivian is a proficient Lead Advisor with over 22 years of work experience. According to Olivian's CV and work profile, Olivian Pitis has worked at more than seven places with diverse backgrounds and got various skills. Olivian attended school at the Ucla Anderson School of Management from 2002 to 2004. Olivian has professional certification as Aifa and Cfa and the professional has studied Romanian and French. Olivian Pitis can be found in Los Angeles, California – where this professional is currently located. You can search for the professional's email address and phone. We can also provide you with exhaustive contact information upon request.
Name variants:
Olivian Pitis
Last updated May 03, 2024
Contact Information
Workplace
Lead Advisor
San Diego, CA
Industry
Investment Management, Financial Services, Investment Management Services, Financial Advisor
Colleagues
Work History
Regional Director
111 west Ocean Blvd SUITE 2300, Long Beach, CA 90802
My role focused on establishing client relationships, determining their needs and aspirations, and implementing client investment plans. I also supported the firm's Investment Committee with...
May 2008 — May 2011
1St Vice President Production Initiatives
100 north Tryon St, Charlotte, NC 28202
Responsible for managing strategic initiatives and strategic planning within Consumers Markets Division and Countrywide Bank.
Launched the Marketing AlliancePlus program (patent pending). ...
May 2005 — Apr 2008
Senior Consultant
30 Rockefeller Plz, New York, NY 10112
Participated in all aspects of the practice, including business development and client service delivery. Industries covered: telecom, health insurance, pharmaceuticals, and automotive.
Sep 2004 — Apr 2005
Market Analyst
Provided analyst coverage of the forest products industry, and worked extensively with financial models to analyze commodity exchange activity and improve trading. Provided ad-hoc analytical...
Apr 2000 — Jul 2002
Consultant
Various engagements covering back office infrastructure, accounting, marketing, internet presence and e-commerce.
Jun 1993 — Apr 1998
Education
2002 — 2004
1998 — 1999
1992 — 1997
Occupations
Advisor
Executive
Vice President
Chief Executive
Skills
Asset Allocation
Business Development
Practice Management
Investments
Investment Management
Portfolio Management
Investment Advisory
Asset Managment
Due Diligence
Alternative Investments
Mergers
Financial Analysis
Financial Modeling
Strategic Financial Planning
Equities
Management Consulting
Valuation
Private Equity
Business Strategy
Wealth Management
Finance
Corporate Development
Strategy
Risk Management
Analysis
Strategic Planning
Executive Management
Entrepreneurship
Start Ups
Asset Management
Investment Strategies
Securities
Management
Crm
Financial Planning
Mergers and Acquisitions
FAQs about Olivian Pitis
What is the main profession of Olivian Pitis?
This professional's job is Lead Advisor
What jobs is Olivian Pitis a professional at?
Olivian is a professional Advisor jobs.
Where does Olivian Pitis live?
They currently lives in Los Angeles, California.
Does the expert have the email address?
ot**@gmail.com is Olivian's email address.
Where did Olivian Pitis work?
The expert worked at Dowling & Yahnke, Llc, Dimensional Fund Advisors.
Where has Olivian Pitis studied?
Olivian studied at the Ucla Anderson School of Management from 2002 to 2004.
What are the certifications of Olivian Pitis?
This professional received the following certifications: Aifa, Cfa, Cerfified Financial Planner™ (Cfp®), and Fi360.
What languages does Olivian Pitis speak?
Olivian Pitis speaks Romanian and French.