Spencer Oman
- Role
- Vice President, Wealth Management Advisor at Merrill Lynch
- Location
- Provo, UT, US
- LinkedIn followers
- 500 followers
Finance & AccountingView LinkedIn profile
About Spencer Oman
Experienced Wealth Management Advisor adept in research, analysis, and client relations…
Experience
Vice President, Wealth Management Advisor
Aug 2012 — Present
Education
University of Utah
Master's Degree
2016 — 2018
Brigham Young University
Bachelor's Degree
2003 — 2007
Skills
- Accounting
- Financial Services
- Wealth Management
- Public Speaking
- Banking
- Securities
- Risk Management
- Mortgage Lending
- Asset Managment
- Financial Modeling
- Insurance
- Strategic Planning
- Investment Strategies
- Credit
- Wealth Preservation Planning
- Strategic Financial Planning
- Loans
- Marketing
- Mutual Funds
- Multi-Generational Planning
- Valuation
- Commercial Real Estate
- Powerpoint
- Real Estate
- Series 7
- Investments
- Finance
- Financial Planning
- Microsoft Excel
- Retirement Planning
- Financial Analysis
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