Olga Poltoratskaya Okaty

Olga Poltoratskaya Okaty

Portfolio Manager-Aktien bei Centerpoint Advisors LLC

Consumer Services
Commercial Services
Finance

Profil

Ms. Olga P.
Okaty is a Principal & Director of Financial Planning at Centerpoint Advisors LLC and a Member at Financial Planning Association of Australia Ltd.
With over 15 years of experience in multigenerational planning and wealth management.
She earned her Master’s Degree in International Economics and Finance from the Brandeis University International Business School, and also holds Bachelors degrees from Brandeis University in Economics, Russian Language and Literature, and European Cultural Studies.
She is a CERTIFIED FINANCIAL PLANNER professional, a member of the Financial Planning Association, a member of Centerpoint’s Investment Committee, and holds FINRA Series 63, 65 and 7 licenses.
She is also a Certified Divorce Financial Analyst professional, leveraging her vast financial planning skills to assist clients with navigating family restructuring and life transitions.

Aktive Positionen von Olga Poltoratskaya Okaty

UnternehmenPositionBeginn
Portfolio Manager-Aktien 01.05.2006
Corporate Officer/Principal -
Alle aktiven Positionen von Olga Poltoratskaya Okaty

Ausbildung von Olga Poltoratskaya Okaty

Brandeis University Graduate Degree

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