S. Maxwell Oglevee
AeroLeads people directory · profile

S. Maxwell Oglevee Email & Phone Number

Private Advisor - Vice President at Rockefeller Capital Management
Location: Orange County, California, United States 10 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
Rockefeller Capital Management
Role
Private Advisor - Vice President
Location
Orange County, California, United States
Company size
491 employees

Who is S. Maxwell Oglevee? Overview

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

Quick answer

S. Maxwell Oglevee is listed as Private Advisor - Vice President at Rockefeller Capital Management, a company with 491 employees, based in Orange County, California, United States. AeroLeads shows a matched LinkedIn profile for S. Maxwell Oglevee.

S. Maxwell Oglevee previously worked as Financial Advisor at Ubs and Financial Advisor Associate at Ubs. S. Maxwell Oglevee holds Bachelor Of Business Administration (Bba), Business And Personal/Financial Services Marketing Operations, Undergraduate from San Francisco State University.

Company email context

Email format at Rockefeller Capital Management

This section adds company-level context without repeating S. Maxwell Oglevee's masked contact details.

Rockefeller Capital Management

Review company-level records connected to S. Maxwell Oglevee before choosing the right outreach path.

View email format View company profile Management contacts
Profile bio

About S. Maxwell Oglevee

S. Maxwell Oglevee is a Private Advisor - Vice President at Rockefeller Capital Management.

Current workplace

S. Maxwell Oglevee's current company

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

Rockefeller Capital Management
Rockefeller Capital Management
Private Advisor - Vice President
California, United States
Website
rockco.com
Employees
491
AeroLeads page
Company profile
View company profile Email format
10 roles

S. Maxwell Oglevee work experience

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

Financial Advisor

Ubs

Irvine, California, United States

May 2020 - Apr 2021

Financial Advisor Associate

Ubs

Irvine, California

Feb 2020 - May 2020

Financial Advisor Wealth Advice Center

Ubs

Weehawken, New Jersey

Jan 2018 - Feb 2020

Training Financial Advisor

Ubs

Weehawken, NJ

Jun 2017 - Dec 2017

Summer Intern

Ubs

Newport Beach, California

Jun 2013 - Sep 2013

Summer Intern

Ubs

Newport Beach, CA

Jun 2012 - Sep 2012

Wealth Management Intern

The Ayco Company

Irvine, California

Jun 2010 - Feb 2011
Team & coworkers

Colleagues at Rockefeller Capital Management

Other employees you can reach at rockco.com. View company contacts for 491 employees →

KN Khaja Najmuddin Ahmed Syed Khaja Najmuddin Ahmed Syed Colleague at Rockefeller Capital Management Plainsboro, New Jersey, United States, United States View → LM Leeanne Morreale Leeanne Morreale Colleague at Rockefeller Capital Management Queensbury, New York, United States, United States View → HV Hayes Vaughan, Cpa, Cfe Hayes Vaughan, Cpa, Cfe Colleague at Rockefeller Capital Management Atlanta Metropolitan Area, United States View → S. Sankeerth . Sankeerth . Colleague at Rockefeller Capital Management United States, United States View → SL Scott Leu Scott Leu Colleague at Rockefeller Capital Management New York, New York, United States, United States View → JL Jonathan Lund, Cfp®, Cpwa®, Crpc™ Jonathan Lund, Cfp®, Cpwa®, Crpc™ Colleague at Rockefeller Capital Management Grand Rapids, Michigan, United States, United States View → DF Dennis Firsov Dennis Firsov Colleague at Rockefeller Capital Management New York, New York, United States, United States View → JK Jason Kotik, Cfa Jason Kotik, Cfa Colleague at Rockefeller Capital Management New York, New York, United States, United States View → SS Stacy Swain Stacy Swain Colleague at Rockefeller Capital Management Orinda, California, United States, United States View → EB Emery Bourne, Vp Emery Bourne, Vp Colleague at Rockefeller Capital Management Atlanta Metropolitan Area, United States View →
2 education records

S. Maxwell Oglevee education

Bachelor Of Business Administration (Bba), Business And Personal/Financial Services Marketing Operations, Undergraduate

San Francisco State University

Education record

San Juan Hills High School, San Juan Capistrano, Ca
FAQ

Frequently asked questions about S. Maxwell Oglevee

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

What company does S. Maxwell Oglevee work for?

S. Maxwell Oglevee works for Rockefeller Capital Management.

What is S. Maxwell Oglevee's role at Rockefeller Capital Management?

S. Maxwell Oglevee is listed as Private Advisor - Vice President at Rockefeller Capital Management.

Where is S. Maxwell Oglevee based?

S. Maxwell Oglevee is based in Orange County, California, United States while working with Rockefeller Capital Management.

What companies has S. Maxwell Oglevee worked for?

S. Maxwell Oglevee has worked for Rockefeller Capital Management, Ubs, Jackson National Asset Management, Llc, and The Ayco Company.

Who are S. Maxwell Oglevee's colleagues at Rockefeller Capital Management?

S. Maxwell Oglevee's colleagues at Rockefeller Capital Management include Khaja Najmuddin Ahmed Syed, Leeanne Morreale, Hayes Vaughan, Cpa, Cfe, Sankeerth ., and Scott Leu.

How can I contact S. Maxwell Oglevee?

You can use AeroLeads to view verified contact signals for S. Maxwell Oglevee at Rockefeller Capital Management, including work email, phone, and LinkedIn data when available.

What schools did S. Maxwell Oglevee attend?

S. Maxwell Oglevee holds Bachelor Of Business Administration (Bba), Business And Personal/Financial Services Marketing Operations, Undergraduate from San Francisco State University.

Find 750M verified contacts

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