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Josh Oltman
Josh Oltman
Senior Vice President, Private Wealth Advisor
Portland, Oregon, United States
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.
Josh Oltman
Work Experience
Senior Vice President, Private Wealth Advisor at
U.S. Bancorp
July 2023 - Present
Private Banker - Team Lead, Vice President at
MORGAN STANLEY ADMINISTRADORA DE CARTEIRAS S/A
May 2019 - July 2023
Senior Business Development Officer, Vice President at
BMO
December 2016 - May 2019
Regional Private Banker at
Wells Fargo Advisors
June 2016 - December 2016
Business Development Consultant (West Coast Region) at
acp GmbH
December 2014 - February 2016
FInancial Advisor Services - Internal Sales Administrator at
Vanguard
September 2014 - December 2014
Investment Specialist at
Vanguard
August 2013 - August 2014
Wealth Management Intern at
Morgan Stanley
November 2012 - June 2013
Student at
University of Oregon
September 2009 - June 2013
Financial Representative Intern at
Broad River
June 2012 - September 2012
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
***********@usbank.com
***********@morganstanley.com
*******@uoregon.edu
*******@aequitascapital.com