Olivian P.
Vice President, Relationship Director & Investment Specialist @Avantis Investors
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WORK HISTORY
Vice President, Relationship Director & Investment Specialist @Avantis Investors
San Diego, CA, US
EDUCATION
Louisiana State University
M.S., Forest Products Marketing
UCLA Anderson School of Management
MBA, Finance & Entrepreneurship
Transilvania University of Brasov, Romania
Bachelor of Science in Engineering, Silviculture
SKILLS
ABOUT OLIVIAN P.
I help wealth managers grow profitable businesses by delivering a superior client experience built on a strong investments foundation. I have an extensive background with various roles in the wealth management industry, including advising high-net-worth clients, institutional sales, investments-focused, and team leadership roles. Currently, I am a member of the Avantis Investors relationship management team, working primarily with wealth advisors in Southern California. Areas where I can help- portfolio design- communicating a differentiated value proposition - growth strategiesWould love to connect if you have an interest in- exploring the Avantis Investors offering of ETFs, mutual funds, and separate accounts - career options in our industry, from working in a wealth management advisory firm to being part of a global asset management complex- Romania and UCLA related projects
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