Olga Poltoratskaya Okaty
Portfolio Manager-Aktien bei Centerpoint Advisors LLC
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
Unternehmen | Position | Beginn |
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Centerpoint Advisors LLC
Centerpoint Advisors LLC Investment ManagersFinance Founded in 2006, Centerpoint Advisors is a registered investment advisor located in Needham, Massachusetts. The firm provides a range of investment advisory and wealth management services to individuals, families, businesses, and institutions. | Portfolio Manager-Aktien | 01.05.2006 |
Financial Planning Association of Australia Ltd.
Financial Planning Association of Australia Ltd. Miscellaneous Commercial ServicesCommercial Services Financial Planning Association of Australia Ltd. a non-profit organization, which engages in the provision of financial advisory services. It offers certified financial planner certification, life risk specialist program, and continuing professional development. The company was founded in 1992 and is headquartered in Sydney, Australia. | Corporate Officer/Principal | - |
Ausbildung von Olga Poltoratskaya Okaty
Brandeis University | Graduate Degree |
Erfahrungen
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Beziehungen
Beziehungen ersten Grades
Unternehmen ersten Grades
Herr
Frau
Aufsichtsräte
Führungskräfte
Unternehmensverbindungen
Private Unternehmen | 2 |
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Financial Planning Association of Australia Ltd.
Financial Planning Association of Australia Ltd. Miscellaneous Commercial ServicesCommercial Services Financial Planning Association of Australia Ltd. a non-profit organization, which engages in the provision of financial advisory services. It offers certified financial planner certification, life risk specialist program, and continuing professional development. The company was founded in 1992 and is headquartered in Sydney, Australia. | Commercial Services |
Centerpoint Advisors LLC
Centerpoint Advisors LLC Investment ManagersFinance Founded in 2006, Centerpoint Advisors is a registered investment advisor located in Needham, Massachusetts. The firm provides a range of investment advisory and wealth management services to individuals, families, businesses, and institutions. | Finance |