Nicholas Oldham

Nicholas Oldham Email and Phone Number

Portfolio Analyst with Invesco @ Invesco Ltd.
atlanta, georgia, united states
Nicholas Oldham's Location
Greater Houston, United States
Nicholas Oldham's Contact Details

Nicholas Oldham work email

Nicholas Oldham personal email

About Nicholas Oldham

Hello my name is Nicholas Oldham. I am a current MBA candidate at the C.T. Bauer College of Business at the University of Houston and a golfer. I graduated from Texas A&M with a Bachelor’s of Business Administration in Finance. After graduating from A&M, I worked as a financial advisor at 49 Financial and then moved into brokerage specialist phone roles with USAA and Charles Schwab. In these roles I worked in an inbound call center environment to help clients with a multitude of tasks including moving money and trading. Moving forward, I am looking to move into a full time analytical role.

Nicholas Oldham's Current Company Details
Invesco Ltd.

Invesco Ltd.

View
Portfolio Analyst with Invesco
atlanta, georgia, united states
Website:
invesco.com
Employees:
6719
Nicholas Oldham Work Experience Details
  • Invesco Ltd.
    Portfolio Analyst
    Invesco Ltd. Aug 2022 - Present
    Houston, Texas, United States
    View
  • Haven Wealth Group, Llc
    Equity Analyst Intern
    Haven Wealth Group, Llc Jun 2021 - Aug 2022
    Houston, Texas, United States
    As an Equity Analyst Intern, I am responsible for providing research reports to senior management personnel on a weekly basis. As such, I am responsible for analyzing an average of 2+ securities a week and preparing a financial forecast, valuation and investment presentation for each. These are then presented before the company meeting on Monday which includes both founders, CIO and portfolio manger as well as other active analysts.
    View
  • University Of Houston
    Mba Student
    University Of Houston Aug 2020 - Aug 2022
    View
  • Charles Schwab
    Brokerage Specialist
    Charles Schwab May 2020 - Aug 2020
    As a Brokerage Specialist, it was my responsibility to field incoming calls to assist clients with service and trade related needs, including but not limited to placing client trades, facilitating the movement of money between accounts and institutions, updating client profiles and general technical guidance. I worked to help an average of 30+ clients a day move and trade $50k while providing world class service.
    View
  • Usaa
    Lincensed Investment Operations Specialist
    Usaa Jul 2018 - May 2020
    As a transfer specialist, my job was to facilitate the smooth movement of outside funds into USAA member's brokerage accounts. I was responsible for taking inbound calls and providing all resources necessary to move assets in. I worked with an average of 20+ members a day to move in over $150k in different accounts inside USAA's Brokerage and Mutual Fund divisions.
    View
  • 49 Financial
    Fellow
    49 Financial Nov 2017 - Apr 2018
    Austin, Texas Area
    As a fellow, I was responsible for using excellent written and verbal communication skills to build a client based financial services practice. To that end, I worked to run 5+ meetings a week with new potential clients, as well as additional meetings with clients looking for reviews or new products. I utilized Salesforce to track CRM as well as develop personal systems through Excel to monitor and track my performance.
  • Trafigura
    Deals Desk Intern
    Trafigura Jul 2016 - Aug 2016
    Houston, Texas Area
    As an intern on the deals desk, I was responsible for sending out daily hedging reports to all traders regarding the previous days settlement price for NYMEX RBOB. I also served to create internal future hedge on existing and new trades of RBOB, or gasoline. My third and final responsibility was to roll over stored gasoline at specific locations into new deals at the end of each month for tracking purposes.
    View
  • Trafigura
    Oil Operations Intern
    Trafigura Jun 2016 - Aug 2016
    Houston, Texas Area
    As an intern, I was responsible for utilizing Excel and tracking software to oversee Trafigura's South Texas Crude Oil Trucking Operations. In this capacity, I preformed daily checks to ensure that all oil was hauled and accounted for in internal systems. I regularly contacted counter-parties to resolve disputes and send invoices regarding payment for all oil shipments received.

Nicholas Oldham Education Details

Frequently Asked Questions about Nicholas Oldham

What company does Nicholas Oldham work for?

Nicholas Oldham works for Invesco Ltd.

What is Nicholas Oldham's role at the current company?

Nicholas Oldham's current role is Portfolio Analyst with Invesco.

What is Nicholas Oldham's email address?

Nicholas Oldham's email address is ni****@****nwg.com

What schools did Nicholas Oldham attend?

Nicholas Oldham attended University Of Houston, C.t. Bauer College Of Business, Texas A&m University.

Who are Nicholas Oldham's colleagues?

Nicholas Oldham's colleagues are Christopher Belosic, Alvin Taylor Edwards, Nicholas Graham, Cristiano Stampa, Evan Hill, Brian Buffo, Cfa, Jennifer Foxson, Cima®.

Not the Nicholas Oldham you were looking for?

View similar profiles

Free Chrome Extension

Find emails, phones & company data instantly

Find verified emails from LinkedIn profiles
Get direct phone numbers & mobile contacts
Access company data & employee information
Works directly on LinkedIn - no copy/paste needed
Get Chrome Extension - Free

Aero Online

Your AI prospecting assistant

Download 750 million emails and 100 million phone numbers

Access emails and phone numbers of over 750 million business users. Instantly download verified profiles using 20+ filters, including location, job title, company, function, and industry.