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Joseph Oldham Email & Phone Number
Client Associate
at
Merrill Lynch
LinkedIn matched
✓ Verified Jul 2026
3 data sources
Profile completeness 86%
Current company
Role
Client Associate
Location
Provo, Utah, United States
Company size
Who is Joseph Oldham? Overview
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Quick answer
Joseph Oldham is listed as Client Associate at Merrill Lynch, a 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
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Merrill Lynch
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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
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Merrill Lynch
5 roles
Joseph Oldham work experience
A career timeline built from the work history available for this profile.
Junior Analyst
Current
Aug 2024 - Present
Intern
▪ 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
▪ 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
▪ 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 →
TK
Timothy Knott
Colleague at Merrill LynchNew York, United States
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DH
David Henderson
Colleague at Merrill LynchBoston, Massachusetts, United States
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RK
Rick Koontz
Colleague at Merrill LynchTempe, Arizona, United States
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JC
Joshua Carter, Cfp®, Cpfa™
Colleague at Merrill LynchKnoxville, Tennessee, United States
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JJ
Jeffrey Jones
Colleague at Merrill LynchHuntsville, Alabama, United States
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TH
Tiree Hayes
Colleague at Merrill LynchAustin, Texas Metropolitan Area, United States
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JT
J Tansey
Colleague at Merrill LynchNew York City Metropolitan Area, United States
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PD
Peter Davidson
Colleague at Merrill LynchNew York, United States
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ME
Moses Ehimeakhe
Colleague at Merrill LynchHouston, Texas, United States
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ES
Engida Sewnet
Colleague at Merrill LynchWashington Dc-Baltimore Area, United States
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Timothy Knott
Colleague at Merrill LynchNew York, United States
View →
DH
David Henderson
Colleague at Merrill LynchBoston, Massachusetts, United States
View →
RK
Rick Koontz
Colleague at Merrill LynchTempe, Arizona, United States
View →
JC
Joshua Carter, Cfp®, Cpfa™
Colleague at Merrill LynchKnoxville, Tennessee, United States
View →
JJ
Jeffrey Jones
Colleague at Merrill LynchHuntsville, Alabama, United States
View →
TH
Tiree Hayes
Colleague at Merrill LynchAustin, Texas Metropolitan Area, United States
View →
JT
J Tansey
Colleague at Merrill LynchNew York City Metropolitan Area, United States
View →
PD
Peter Davidson
Colleague at Merrill LynchNew York, United States
View →
ME
Moses Ehimeakhe
Colleague at Merrill LynchHouston, Texas, United States
View →
ES
Engida Sewnet
Colleague at Merrill LynchWashington Dc-Baltimore Area, United States
View →
2 education records
Joseph Oldham education
Bachelor'S Degree, Finance
High School Diploma
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 Timothy Knott, David Henderson, Rick Koontz, Joshua Carter, Cfp®, Cpfa™, and Jeffrey Jones.
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.
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