Ian Oshea
Regional Advisor Consultant at Columbia Threadneedle Investments, US serving N. Texas
- Role
- Regional Advisor Consultant at Columbia Threadneedle Investments, Us
- Location
- Carrollton, TX, US
- LinkedIn followers
- 500 followers
About Ian Oshea
2019 Rising Star recipient - Independent Advisor division Experienced Regional Advisor Consultant with a demonstrated history of meeting or exceeding production metrics while assisting financial professionals to develop their book of business & enhance client relationships. Columbia Threadneedle Investments (Columbia Threadneedle) is the global brand name for the Columbia and Threadneedle group of companies. Columbia Management Investment Distributors Inc. is a broker-dealer and member of FINRA. Comments and \"likes\" should not be considered endorsements/recommendations, or indicative of any future performance or success. For your privacy, please don’t post account or service-related information on this page. Instead, contact me directly. Please visit for more important disclosures and information.
Experience
Regional Advisor Consultant
Columbia Threadneedle Investments, Us
Jan 2022 — Present · TX, US
Regional Advisor Consultant covering Independent/ RIA channel in North Texas - Responsible for product adoption and consultation primarily in \'40 Act Mutual Funds, ETF\'s, Separately Managed Accounts, and model-delivered portfolios - Skilled and knowledgeable in portfolio construction, investment product competitive analysis, robust planning strategies with 529s, and advanced retirement practices for high net-worth individuals - Able to expertly deliver seminars around a range of topics including: 529\'s, Investor Behavior, Capital Markets Update & Outlook, Social Security & Medicare
Education
University of Massachusetts, Amherst
Bachelor of Business Administration (B.B.A.), Finance
2008 — 2012
Find verified contacts for anyone on LinkedIn
Unifers gives sales teams verified emails and direct dials, enriched profiles, and outreach that lands in the inbox.
Free plan included · No credit card required
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.