Joseph Oldham
AeroLeads people directory · profile

Joseph Oldham Email & Phone Number

Client Associate at Merrill Lynch
Location: Provo, Utah, United States 5 work roles 2 schools
LinkedIn matched
✓ Verified May 2026 3 data sources Profile completeness 86%

Contact Signals

LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
Merrill Lynch
Role
Client Associate
Location
Provo, Utah, United States
Company size
34842 employees

Who is Joseph Oldham? Overview

A concise factual answer block for searchers comparing this professional profile.

Quick answer

Joseph Oldham is listed as Client Associate at Merrill Lynch, a company with 34842 employees, based in Provo, Utah, United States. AeroLeads shows a matched LinkedIn profile for Joseph Oldham.

Joseph Oldham previously worked as Junior Analyst at Olympus Wealth Management, Llc and Intern at Olympus Wealth Management, Llc. Joseph Oldham holds Bachelor'S Degree, Finance from Brigham Young University.

Company email context

Email format at Merrill Lynch

This section adds company-level context without repeating Joseph Oldham's masked contact details.

Merrill Lynch

Review company-level records connected to Joseph Oldham before choosing the right outreach path.

View email format View company profile Management contacts
Profile bio

About Joseph Oldham

I am a dedicated student at Brigham Young University driven by a passion to positively impact the lives of those around me. Committed to this goal, I am focused on creating effective strategies to guide families and individuals through the intricacies of life and wealth.

Current workplace

Joseph Oldham's current company

Company context helps verify the profile and gives searchers a useful next step.

Merrill Lynch
Merrill Lynch
Client Associate
Los Angeles, CA, US
Website
ml.com
Employees
34842
AeroLeads page
Company profile
View company profile Email format
5 roles

Joseph Oldham work experience

A career timeline built from the work history available for this profile.

Intern

Olympus Wealth Management, Llc

Cottonwood Heights, Utah, United States

  • Delivered consolidated balance sheet reports in MS Excel for multi-family office client
  • Held quarterly calls with PM teams and performed due diligence on top quartile asset managers
  • Assisted in quarterly client portfolio review meetings and logged detailed notes in Salesforce
  • Ran wealth analyses in eMoney for client considering early retirement
Jan 2024 - Aug 2024

Sales Manager

Greenix

Orem, Utah, United States

  • Produced more than $800,000+ revenue, bringing a greater quality of living to homeowners
  • Top performing 1st year salesman and Rookie of the Year 2021
Apr 2021 - Dec 2023

Development Analyst

Wright Development Group

Centerville, Utah, United States

  • Developed high level site plan for $33.5 mm multi-family project
  • Created comparable, credit, and projection models and proforma statements in MS Excel
  • Formulated content for and supported live investor presentations
Oct 2021 - Jan 2022
Team & coworkers

Colleagues at Merrill Lynch

Other employees you can reach at ml.com. View company contacts for 34842 employees →

KE Kenneth Escoto Kenneth Escoto Colleague at Merrill Lynch Phoenix, Arizona, United States, United States View → JV Joann Valle, Crpc™ Joann Valle, Crpc™ Colleague at Merrill Lynch New York City Metropolitan Area, United States View → NW Nathan Willmore Nathan Willmore Colleague at Merrill Lynch Jacksonville, Florida, United States, United States View → AJ Abigail Jenkins Abigail Jenkins Colleague at Merrill Lynch Fort Worth, Texas, United States, United States View → JT J Tansey J Tansey Colleague at Merrill Lynch New York City Metropolitan Area, United States View → JD Jennifer Duggan Jennifer Duggan Colleague at Merrill Lynch Carlsbad, California, United States, United States View → JU Joseph U Abiazie Joseph U Abiazie Colleague at Merrill Lynch Greater Houston, United States, United States View → KO Kyle Ogden, Cfp®, Crpc™ Kyle Ogden, Cfp®, Crpc™ Colleague at Merrill Lynch Baltimore, Maryland, United States, United States View → JS Jacqueline Shaughnessy-Sobczak, Aams™, Crpc™ Jacqueline Shaughnessy-Sobczak, Aams™, Crpc™ Colleague at Merrill Lynch Colorado Springs, Colorado, United States, United States View → EK Eric Kent Eric Kent Colleague at Merrill Lynch Hightstown, New Jersey, United States, United States View →
2 education records

Joseph Oldham education

High School Diploma

Davis High School

Activities and Societies: Student Body Vice President

FAQ

Frequently asked questions about Joseph Oldham

Quick answers generated from the profile data available on this page.

What company does Joseph Oldham work for?

Joseph Oldham works for Merrill Lynch.

What is Joseph Oldham's role at Merrill Lynch?

Joseph Oldham is listed as Client Associate at Merrill Lynch.

Where is Joseph Oldham based?

Joseph Oldham is based in Provo, Utah, United States while working with Merrill Lynch.

What companies has Joseph Oldham worked for?

Joseph Oldham has worked for Merrill Lynch, Olympus Wealth Management, Llc, Greenix, and Wright Development Group.

Who are Joseph Oldham's colleagues at Merrill Lynch?

Joseph Oldham's colleagues at Merrill Lynch include Kenneth Escoto, Joann Valle, Crpc™, Nathan Willmore, Abigail Jenkins, and J Tansey.

How can I contact Joseph Oldham?

You can use AeroLeads to view verified contact signals for Joseph Oldham at Merrill Lynch, including work email, phone, and LinkedIn data when available.

What schools did Joseph Oldham attend?

Joseph Oldham holds Bachelor'S Degree, Finance from Brigham Young University.

Find 750M verified contacts

Search by job title, company, industry, location, and seniority. Export verified B2B contact data when you need it.

People with similar names

Check these profiles if this is not the Joseph Oldham you were looking for.

Joseph Oldham
Joseph Oldham
Logistics Engineer At Src | Veteran
Greater Macon
2 email domains
View similar profiles