Brett Oley
- Role
- Co-founder & Managing Partner, Okcw Branch Manager, Rjfs at Oley Kinser Concierge Wealth, Llc
- Location
- Naples, FL, US
- LinkedIn followers
- 500 followers
General Business & ManagementView LinkedIn profile
About Brett Oley
We at Oley Kinser Concierge Wealth, LLC simply aim to achieve ongoing financial…
Experience
Co-founder & Managing Partner, Okcw Branch Manager, Rjfs
Oley Kinser Concierge Wealth, Llc
May 2018 — Present
Education
Miami University
BSBA, Finance
2000 — 2001
Georgetown University
BSBA, Double Major in Finance and Management (New and Small Business Concentration)
2001 — 2004
University of Florida - Warrington College of Business
MBA
2012 — 2013
Skills
- Leadership
- Investments
- Financial Services
- Portfolio Management
- Financial Planning
- Management
- Securities
- Strategic Planning
- Asset Management
- Finance
- Wealth Management
- Business Development
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