Josh Oltman

Josh Oltman

Senior Vice President, Private Wealth Advisor
Portland, Oregon, United States

*50 free lookup(s) per month.

No credit card required.

Josh Oltman’s Email

Josh Oltman’s Phone Numbers

Social Media

Josh Oltman’s Location

Josh Oltman’s Current Industry

Josh Oltman’s Prior Industry

Not the Josh Oltman you were looking for?

Find accurate emails & phone numbers for over 700M professionals.

🔍 Search

Work Experience

U.S. Bank

Senior Vice President, Private Wealth Advisor

2023-07-01 - Present

Morgan Stanley

Private Banker - Team Lead, Vice President

2019-05-01 - 2023-07-01

Bank of the West

Senior Business Development Officer, Vice President

2019-01-01 - 2019-05-01

Wells Fargo Advisors

Regional Private Banker

2016-06-01 - 2016-12-01

ACP LLC

Business Development Consultant (West Coast Region)

2014-12-01 - 2016-02-01

Vanguard

Internal Sales Administrator

2014-09-01 - 2014-12-01

Morgan Stanley Wealth Management

Wealth Management Intern

2012-11-01 - 2013-06-01

Broad River

Financial Representative Intern

2012-06-01 - 2012-09-01

Atlas Tracks, Inc

Laborer

2011-06-01 - 2011-08-01

University of Oregon

Student

2009-09-01 - 2013-06-01

Bernert Plant Nursery

Inventory specialist

2008-06-01 - 2008-08-01

Skills

assetbased lending commercial lending custody services equipment financing foreign exchange fund services global payments & receivables liquidity & asset management loan syndication market risk management payment processing treasury management supply chain financing wealth management mortgage home equity deposits loans banking financial services banks & credit unions

Languages

English