Wealth Advisor - Weaver Capital Advisors
Weaver Capital Advisors
AeroLeads people directory · profile
Oliver Bakker Email & Phone Number
Wealth Advisor - Weaver Capital Advisors
at
Weaver Capital Advisors
LinkedIn matched
✓ Verified July 2026
3 data sources
Profile completeness 100%
Current company
Role
Wealth Advisor - Weaver Capital Advisors
Location
Dallas-Fort Worth Metroplex, United States
Company size
Who is Oliver Bakker? Overview
A concise factual answer block for searchers comparing this professional profile.
Quick answer
Oliver Bakker is listed as Wealth Advisor - Weaver Capital Advisors at Weaver Capital Advisors, a with 998 employees, based in Dallas-Fort Worth Metroplex, 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.
Company email context
Email format at Weaver Capital Advisors
This section adds company-level context without repeating Oliver Bakker's masked contact details.
Weaver Capital Advisors
Review company-level records connected to Oliver Bakker before choosing the right outreach path.
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
Company context helps verify the profile and gives searchers a useful next step.
Weaver Capital Advisors
9 roles
Oliver Bakker work experience
A career timeline built from the work history available for this profile.
Associate Wealth Advisor - Weaver Capital Advisors
Current
Jul 2024 - Present
Audit Associate
Jan 2024 - Jun 2024
Strata Auditor
• 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
• Manage and assist in the running of the school sports canteen.• Focusing on increasing efficiency and sales
Aug 2015 - Nov 2021
Junior Wealth Adviser
• 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
• 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
• 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
• 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 →
IE
Iliana Ehrlich
Colleague at Weaver Capital AdvisorsNew York, United States
View →
DY
Donna Yonack Palvadeau
Colleague at Weaver Capital AdvisorsMesquite, Texas, United States
View →
HF
Hue Fitzgerald
Colleague at Weaver Capital AdvisorsBroken Arrow, Oklahoma, United States
View →
AC
Allison Correia
Colleague at Weaver Capital AdvisorsHouston, Texas, United States
View →
SB
Sherrita Brown
Colleague at Weaver Capital AdvisorsMissouri City, Texas, United States
View →
NM
Nina Miller, Mpa
Colleague at Weaver Capital AdvisorsDallas-Fort Worth Metroplex, United States
View →
LG
Lauren Gormly, Cpa
Colleague at Weaver Capital AdvisorsHouston, Texas, United States
View →
CC
Cale Coyle
Colleague at Weaver Capital AdvisorsOklahoma City, Oklahoma, United States
View →
LH
Lulu Hernandez Walker, Cisa
Colleague at Weaver Capital AdvisorsFort Worth, Texas, United States
View →
GC
Gloria Cardenas
Colleague at Weaver Capital AdvisorsHouston, Texas, United States
View →
Iliana Ehrlich
Colleague at Weaver Capital AdvisorsNew York, United States
View →
DY
Donna Yonack Palvadeau
Colleague at Weaver Capital AdvisorsMesquite, Texas, United States
View →
HF
Hue Fitzgerald
Colleague at Weaver Capital AdvisorsBroken Arrow, Oklahoma, United States
View →
AC
Allison Correia
Colleague at Weaver Capital AdvisorsHouston, Texas, United States
View →
SB
Sherrita Brown
Colleague at Weaver Capital AdvisorsMissouri City, Texas, United States
View →
NM
Nina Miller, Mpa
Colleague at Weaver Capital AdvisorsDallas-Fort Worth Metroplex, United States
View →
LG
Lauren Gormly, Cpa
Colleague at Weaver Capital AdvisorsHouston, Texas, United States
View →
CC
Cale Coyle
Colleague at Weaver Capital AdvisorsOklahoma City, Oklahoma, United States
View →
LH
Lulu Hernandez Walker, Cisa
Colleague at Weaver Capital AdvisorsFort Worth, Texas, United States
View →
GC
Gloria Cardenas
Colleague at Weaver Capital AdvisorsHouston, Texas, United States
View →
3 education records
Oliver Bakker education
Bachelor Of Business And International Studies, Finance, Economics
Technical Analysis Trading Course, Financial Market
Mba Trading Academy
Higher School Certificate
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 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 Iliana Ehrlich, Donna Yonack Palvadeau, Hue Fitzgerald, Allison Correia, and Sherrita Brown.
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.
Find 750M verified contacts
Search by job title, company, industry, location, and seniority. Export verified B2B contact data when you need it.
Start free trialPeople with similar names
Check these profiles if this is not the Oliver Bakker you were looking for.
View similar profiles