Oliver Bakker
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Oliver Bakker Email & Phone Number

Wealth Advisor - Weaver Capital Advisors at Weaver Capital Advisors
Location: Dallas-Fort Worth Metroplex, United States, United States 9 work roles 3 schools
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Current company
Weaver Capital Advisors
Role
Wealth Advisor - Weaver Capital Advisors
Location
Dallas-Fort Worth Metroplex, United States, United States
Company size
998 employees

Who is Oliver Bakker? Overview

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Quick answer

Oliver Bakker is listed as Wealth Advisor - Weaver Capital Advisors at Weaver Capital Advisors, a company with 998 employees, based in Dallas-Fort Worth Metroplex, United States, United States. AeroLeads shows a matched LinkedIn profile for Oliver Bakker.

Oliver Bakker previously worked as Associate Wealth Advisor - Weaver Capital Advisors at Weaver and Audit Associate at Weaver. Oliver Bakker holds Bachelor Of Business And International Studies, Finance, Economics from University Of Technology, Sydney.

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Email format at Weaver Capital Advisors

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Weaver Capital Advisors

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Profile bio

About Oliver Bakker

At Weaver, my focus as an Associate Wealth Advisor centers around the onboarding of high-net-worth and ultra-high-net worth clients, ensuring a seamless and personalized transition into our suite of wealth management services. Grounded in client-focused values, Weaver Capital Advisors provides a range of investment management services for individuals, multi-generational families and institutional investors looking for thoughtful, respected advisors who truly care.My journey in finance began with an eight-year tenure as a Strata Auditor and a Junior Wealth Advisor, where I was instrumental in enhancing auditing systems and providing exceptional client service. Now at Weaver, my mission is to empower clients, guiding them through the complexities of the financial landscape to achieve their wealth aspirations and financial objectives, and the growth of our firm. My client centric style and building of long-lasting relationships that marked my previous role now underpins my approach to wealth advisory, whilst upholding the most stringent ethical and professional standards.I have a strong academic background in finance, economics, and financial markets, having completed a Bachelor of Business at the University of Technology, Sydney, and the series 65. I am currently studying for the CFA and am passionate about helping people be better off.

Listed skills include Customer Service, Teamwork, Social Media, Corporate Law, and 15 others.

Current workplace

Oliver Bakker's current company

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Weaver Capital Advisors
Weaver Capital Advisors
Wealth Advisor - Weaver Capital Advisors
Texas, United States
Website
weaver.com
Employees
998
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9 roles

Oliver Bakker work experience

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

Wealth Advisor - Weaver Capital Advisors

Weaver Capital Advisors

Texas, United States

Associate Wealth Advisor - Weaver Capital Advisors

Current
Weaver

Dallas-Fort Worth Metroplex

Jul 2024 - Present

Audit Associate

Weaver

Dallas, Texas, United States

Jan 2024 - Jun 2024

Strata Auditor

Kelly+Partners Chartered Accountants

Sydney, Australia/ Amsterdam The Netherlands

  • Auditing (Strata) – Both internally and onsite
  • Frequent client contact / delivering customer service
  • Preparing strata audits, business activity statements, tax returns
  • Designing improved auditing systems and processes, increasing efficiency in strata audit
Aug 2015 - Dec 2023

Catering Manager

Shore School

Sydney, Australia

  • Manage and assist in the running of the school sports canteen.
  • Focusing on increasing efficiency and sales
Aug 2015 - Nov 2021

Junior Wealth Adviser

Kelly+Partners Private Wealth

Sydney, Australia

  • Frequent client contact / delivering customer service+
  • Execution of trades and portfolio rebalancing
  • Account management including funds transfers and supporting documentation
  • Preparing records of advice for clients
  • Preparing fee disclosure statements and renewal notices
  • Finametrica risk profiling
Mar 2021 - Jul 2021

Junior Trader

Star Beta

Sydney, New South Wales, Australia

  • Completed thousands of trades specializing in high frequency trading
  • Risk mitigation strategies
  • Used algorithms to execute calculated trades
Jun 2020 - Feb 2021

Cook

Rsl Lifecare

Dee Why

  • Managed and ran one of the twelve care home kitchens (serving 70 veterans)
  • Cooked, served and waited as well as performed general kitchen duties
  • Improved rating of food quality
  • Built trust with both full-time staff and veteran clients at RSL lifecare
Nov 2013 - Aug 2015

Marketing & Reception

Linklaters

Amsterdam South

  • Marketing and Business Development, including assisting in organizing a major client economic forum
  • Reception focusing on making clients feel welcome (Bilingual in both Dutch and English)
Aug 2014 - Dec 2014
Team & coworkers

Colleagues at Weaver Capital Advisors

Other employees you can reach at weaver.com. View company contacts for 998 employees →

JW Jezreel Wallace Jezreel Wallace Colleague at Weaver Capital Advisors Detroit Metropolitan Area, United States View → KW Kimble Weaver Kimble Weaver Colleague at Weaver Capital Advisors Esbon, Kansas, United States, United States View → HN Hayley Naff Hayley Naff Colleague at Weaver Capital Advisors Oklahoma City Metropolitan Area, United States View → JW John Weihe John Weihe Colleague at Weaver Capital Advisors Houston, Texas, United States, United States View → TS Tracey Skipper Tracey Skipper Colleague at Weaver Capital Advisors Wylie, Texas, United States, United States View → EA Ellie Ashby Ellie Ashby Colleague at Weaver Capital Advisors Houston, Texas, United States, United States View → DK Dulce K. Dulce K. Colleague at Weaver Capital Advisors Huntsville-Decatur-Albertville Area, United States View → CK Chris Keller Chris Keller Colleague at Weaver Capital Advisors Spring, Texas, United States, United States View → 娜 娜娜叶 娜娜叶 Colleague at Weaver Capital Advisors China, China View → NM Nicole Mulanaphy Nicole Mulanaphy Colleague at Weaver Capital Advisors Wakefield, Rhode Island, United States, United States View →
3 education records

Oliver Bakker education

Technical Analysis Trading Course, Financial Market

Mba Trading Academy

Higher School Certificate

Shore
FAQ

Frequently asked questions about Oliver Bakker

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

What company does Oliver Bakker work for?

Oliver Bakker works for Weaver Capital Advisors.

What is Oliver Bakker's role at Weaver Capital Advisors?

Oliver Bakker is listed as Wealth Advisor - Weaver Capital Advisors at Weaver Capital Advisors.

Where is Oliver Bakker based?

Oliver Bakker is based in Dallas-Fort Worth Metroplex, United States, United States while working with Weaver Capital Advisors.

What companies has Oliver Bakker worked for?

Oliver Bakker has worked for Weaver Capital Advisors, Weaver, Kelly+Partners Chartered Accountants, Shore School, and Kelly+Partners Private Wealth.

Who are Oliver Bakker's colleagues at Weaver Capital Advisors?

Oliver Bakker's colleagues at Weaver Capital Advisors include Jezreel Wallace, Kimble Weaver, Hayley Naff, John Weihe, and Tracey Skipper.

How can I contact Oliver Bakker?

You can use AeroLeads to view verified contact signals for Oliver Bakker at Weaver Capital Advisors, including work email, phone, and LinkedIn data when available.

What schools did Oliver Bakker attend?

Oliver Bakker holds Bachelor Of Business And International Studies, Finance, Economics from University Of Technology, Sydney.

What skills is Oliver Bakker known for?

Oliver Bakker is listed with skills including Customer Service, Teamwork, Social Media, Corporate Law, Dutch, Management, Microsoft Word, and Microsoft Office.

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