Charles Oliver
- Role
- Senior Financial Advisor & Portfolio Manager at Transcendent Capital Group
- Location
- Oklahoma City, OK, US
- LinkedIn followers
- 500 followers
About Charles Oliver
MISSION I assist individuals, families and small business owners who have accumulated…
Experience
Senior Financial Advisor & Portfolio Manager
Jan 2022 — Present
Skills
- Investors
- Retirement
- Customer Service
- Public Speaking
- Investments
- Sales Management
- Management
- Multigenerational Wealth Planning
- Finance
- Financial Advisory
- Risk Management
- Investment Planning
- Financial Services
- Retirement Planning
- 401(K) Planning
- Asset Allocation
- Loans
- Investment Strategies
- Marketing Strategy
- Retirement Savings
- Marketing
- Leadership
- Team Building
- Wealth-Preservation Planning
- Strategic Planning
- Sales
- Deferred Compensation Plans
- Project Planning
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