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Josh Oltman

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Josh Oltman

Senior Vice President, Private Wealth Advisor

Portland, Oregon, United States

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Josh Oltman

Summary

Josh Oltman is an accomplished Senior Vice President and Private Wealth Advisor at U.S. Bank Private Wealth Management, where he leverages his extensive expertise in alternative investments and strategic financial planning. With a strong background in corporate finance, he has held pivotal roles at renowned institutions such as Morgan Stanley and Bank of the West, showcasing his ability to lead teams and drive business development. His innovative thinking and reliability have earned him a reputation as a hard worker in the financial services industry. Josh's educational foundation in Finance and Marketing from the University of Oregon equips him with the critical skills necessary for navigating complex financial landscapes. His commitment to client success and wealth management is evident in his career trajectory and professional relationships. Outside of work, Josh is likely to engage in community initiatives, reflecting his values and dedication to service. He is based in Portland, Oregon, where he enjoys the vibrant local culture and outdoor activities.

General

Specialist

Technical Background

Leadership Experience

Long-Term Tenure

Professional interests

Industry-specific interests

Leadership Development

Innovation

Organisational experience

Corporate Experience

Josh Oltman

Work Experience

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Senior Vice President, Private Wealth Advisor at

U.S. Bancorp

July 2023 - Present

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Private Banker - Team Lead, Vice President at

MORGAN STANLEY ADMINISTRADORA DE CARTEIRAS S/A

May 2019 - July 2023

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Senior Business Development Officer, Vice President at

BMO

December 2016 - May 2019

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Regional Private Banker at

Wells Fargo Advisors

June 2016 - December 2016

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Business Development Consultant (West Coast Region) at

acp GmbH

December 2014 - February 2016

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FInancial Advisor Services - Internal Sales Administrator at

Vanguard

September 2014 - December 2014

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Investment Specialist at

Vanguard

August 2013 - August 2014

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Wealth Management Intern at

Morgan Stanley

November 2012 - June 2013

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Student at

University of Oregon

September 2009 - June 2013

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Financial Representative Intern at

Broad River

June 2012 - September 2012

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Josh Oltman

Education

University of Oregon - Charles H. Lundquist College of Business, Bachelor Of Business Administration (B.B.A.)

January 2009 - January 2013

Frequently Asked Questions about Josh Oltman

What is Josh Oltman email address?

Josh Oltman's primary email address is ***********@usbank.com. To view the full verified email and additional contact details, sign up for free with Muraena.

Where Josh Oltman graduated from?

Josh Oltman holds a degree in Finance And Marketing from University of Oregon - Charles H. Lundquist College of Business.

How can I directly contact Josh Oltman?

To contact Josh Oltman directly, you can use the email address ***********@usbank.com. Complete contact information is available upon registration with Muraena.

Who is Josh Oltman?

Josh Oltman is an accomplished Senior Vice President and Private Wealth Advisor at U.S. Bank Private Wealth Management, where he leverages his extensive expertise in alternative investments and strategic financial planning. With a strong background in corporate finance, he has held pivotal roles at renowned institutions such as Morgan Stanley and Bank of the West, showcasing his ability to lead teams and drive business development. His innovative thinking and reliability have earned him a reputation as a hard worker in the financial services industry. Josh's educational foundation in Finance and Marketing from the University of Oregon equips him with the critical skills necessary for navigating complex financial landscapes. His commitment to client success and wealth management is evident in his career trajectory and professional relationships. Outside of work, Josh is likely to engage in community initiatives, reflecting his values and dedication to service. He is based in Portland, Oregon, where he enjoys the vibrant local culture and outdoor activities.

Josh`s contact details

mail

***********@usbank.com

***********@morganstanley.com

*******@uoregon.edu

*******@aequitascapital.com

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