Profil
Mr. Denton J.
Olde is a Financial Advisor & Co-Founder at Olde Wealth Management LLC.
He has been working in financial services consecutively since 1993.
Mr. Olde was previously employed as a Branch Manager by Charles Schwab & Co., Inc. (Broker) and a Branch Manager by Fidelity Investments Tax-Exempt Services Co.
He graduated from the University of Colorado with a B.S.
in Business.
He also has a M.S.
in Personal Financial Planning from the College of Financial Planning in Denver.
Aktive Positionen von Denton Jay Olde
| Unternehmen | Position | Beginn |
|---|---|---|
Olde Wealth Management LLC
Olde Wealth Management LLC Investment ManagersFinance OWM offers ongoing asset management services through determining client’s individual investment goals, time horizons, objectives, and risk tolerance. Investment strategies, investment selection, asset allocation, portfolio monitoring and the overall investment program will be based on those factors. | Vorstandsvorsitzender | 01.01.2020 |
Ehemalige bekannte Positionen von Denton Jay Olde
| Unternehmen | Position | Ende |
|---|---|---|
Charles Schwab & Co., Inc. (Broker)
Charles Schwab & Co., Inc. (Broker) Investment Banks/BrokersFinance Provides brokerage services | Corporate Officer/Principal | 01.01.2014 |
Fidelity Investments Tax-Exempt Services Co. | Corporate Officer/Principal | 01.11.2012 |
Ausbildung von Denton Jay Olde
Erfahrungen
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Beziehungen
Beziehungen ersten Grades
Unternehmen ersten Grades
Herr
Frau
Aufsichtsräte
Führungskräfte
Unternehmensverbindungen
| Private Unternehmen | 5 |
|---|---|
Fidelity Investments Tax-Exempt Services Co. | |
Charles Schwab & Co., Inc. (Broker)
Charles Schwab & Co., Inc. (Broker) Investment Banks/BrokersFinance Provides brokerage services | Finance |
The College of Financial Planning Institutes Corp.
The College of Financial Planning Institutes Corp. Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
The Leeds School of Business
The Leeds School of Business Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Olde Wealth Management LLC
Olde Wealth Management LLC Investment ManagersFinance OWM offers ongoing asset management services through determining client’s individual investment goals, time horizons, objectives, and risk tolerance. Investment strategies, investment selection, asset allocation, portfolio monitoring and the overall investment program will be based on those factors. | Finance |
















