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Paul Olivo, CIMA®

Paul olivo, cima®

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location of Paul Olivo, CIMA®United States
Phone number of Paul Olivo, CIMA®+91 xxxx xxxxx
Followers of Paul Olivo, CIMA®369 followers

  • Timeline

    Mar 2001 - Sept 2010

    Financial Advisor

    Citi
    Sept 2010 - Nov 2023

    Senior Vice President - Wealth Management

    UBS Financial Services
    Current Company
    Nov 2023 - now

    Senior Vice President of Wealth Management

    Morgan Stanley

  • About me

    Senior Vice President - Wealth Management at Morgan Stanley

  • Education

    • Yale school of management

      -

    • Manhattanville college

      -
      Bachelor of science (b.s.)

  • Experience

    • Citi

      Mar 2001 - Sept 2010
      Financial advisor

    • Ubs financial services

      Sept 2010 - Nov 2023
      Senior vice president - wealth management

    • Morgan stanley

      Nov 2023 - now
      Senior vice president of wealth management

  • Licenses & Certifications

    • Certified imvestment management analyst®

      Imca
      Sept 2017

    • **registered states** al, ar, az, ca, co, ct, dc, de, fl, ga, hi, ia, il, in, ks, ma, md, me, mi, mn, mo, nc, nh, nj, nm, nv, ny, oh, ok, or, pa, ri, sc, tn, tx, ut, va, vt, wa, wi

      Finra