Olivia O'Toole
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Olivia O'Toole Email & Phone Number

Portfolio Manager and Director of Fixed Income at BSW Wealth Partners, a Public Benefit Corporation
Location: Denver, Colorado, United States 10 work roles 4 schools
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Current company
BSW Wealth Partners, a Public Benefit Corporation
Role
Portfolio Manager and Director of Fixed Income
Location
Denver, Colorado, United States
Company size
28 employees

Who is Olivia O'Toole? Overview

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Quick answer

Olivia O'Toole is listed as Portfolio Manager and Director of Fixed Income at BSW Wealth Partners, a Public Benefit Corporation, a with 28 employees, based in Denver, Colorado, United States. AeroLeads shows a matched LinkedIn profile for Olivia O'Toole.

Olivia O'Toole previously worked as Portfolio Manager & Director of Fixed Income at Bsw Wealth Partners, A Public Benefit Corporation and Portfolio Manager & Research Associate - Public Investments at Bsw Wealth Partners, A Public Benefit Corporation. Olivia O'Toole holds M.S., Finance, 3.75 from University Of Colorado Boulder - Leeds School Of Business.

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Email format at BSW Wealth Partners, a Public Benefit Corporation

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BSW Wealth Partners, a Public Benefit Corporation

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Profile bio

About Olivia O'Toole

Olivia O'Toole is a Portfolio Manager and Director of Fixed Income at BSW Wealth Partners, a Public Benefit Corporation. She possess expertise in microsoft excel, microsoft word, microsoft office, r, powerpoint and 16 more skills.

Listed skills include Microsoft Excel, Microsoft Word, Microsoft Office, R, and 17 others.

Current workplace

Olivia O'Toole's current company

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BSW Wealth Partners, a Public Benefit Corporation
Bsw Wealth Partners, A Public Benefit Corporation
Portfolio Manager and Director of Fixed Income
boulder, colorado, united states
Website
bsw.com
Employees
28
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10 roles

Olivia O'Toole work experience

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

Reporting Associate & Research Analyst

Bsw Wealth Partners

Boulder, Colorado

Jun 2018 - Jul 2020

Director Of Research

R3 Returns

Boulder, Colorado

Jun 2018 - Mar 2023

Wealth Management Intern

Morgan Stanley

Florham Park, Nj

Jun 2015 - Aug 2015
Team & coworkers

Colleagues at BSW Wealth Partners, a Public Benefit Corporation

Other employees you can reach at bsw.com. View company contacts for 28 employees →

JW Julia Wentworth Julia Wentworth Colleague at Bsw Wealth Partners, A Public Benefit CorporationBoulder, Colorado, United States View → LL Leslie Lewis Leslie Lewis Colleague at Bsw Wealth Partners, A Public Benefit CorporationDallas-Fort Worth Metroplex, United States View → JH Janet Hoover Janet Hoover Colleague at Bsw Wealth Partners, A Public Benefit CorporationBoulder, Colorado, United States View → AM Alexandra Martella Alexandra Martella Colleague at Bsw Wealth Partners, A Public Benefit CorporationKihei, Hawaii, United States View → RZ Ray Zell Ray Zell Colleague at Bsw Wealth Partners, A Public Benefit CorporationNew York City Metropolitan Area, United States View → DB Debi Baydush Debi Baydush Colleague at Bsw Wealth Partners, A Public Benefit CorporationBoulder, Colorado, United States View → BL Brian Lichtenheld, Cfp® Brian Lichtenheld, Cfp® Colleague at Bsw Wealth Partners, A Public Benefit CorporationBoulder, Colorado, United States View → JH Jacki Howard Jacki Howard Colleague at Bsw Wealth Partners, A Public Benefit CorporationOceanside, California, United States View → RR Raliegh Riddoch, Cfp®, Cdfa™ Raliegh Riddoch, Cfp®, Cdfa™ Colleague at Bsw Wealth Partners, A Public Benefit CorporationDenver Metropolitan Area, United States View → BK Brandon Krinhop Brandon Krinhop Colleague at Bsw Wealth Partners, A Public Benefit CorporationBroomfield, Colorado, United States View →
4 education records

Olivia O'Toole education

Education record

Evergreen Senior High School
FAQ

Frequently asked questions about Olivia O'Toole

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

What company does Olivia O'Toole work for?

Olivia O'Toole works for BSW Wealth Partners, a Public Benefit Corporation.

What is Olivia O'Toole's role at BSW Wealth Partners, a Public Benefit Corporation?

Olivia O'Toole is listed as Portfolio Manager and Director of Fixed Income at BSW Wealth Partners, a Public Benefit Corporation.

Where is Olivia O'Toole based?

Olivia O'Toole is based in Denver, Colorado, United States while working with BSW Wealth Partners, a Public Benefit Corporation.

What companies has Olivia O'Toole worked for?

Olivia O'Toole has worked for Bsw Wealth Partners, A Public Benefit Corporation, Bsw Wealth Partners, R3 Returns, University Of Colorado Boulder - Leeds School Of Business, and University Of Colorado Boulder Admissions Office.

Who are Olivia O'Toole's colleagues at BSW Wealth Partners, a Public Benefit Corporation?

Olivia O'Toole's colleagues at BSW Wealth Partners, a Public Benefit Corporation include Julia Wentworth, Leslie Lewis, Janet Hoover, Alexandra Martella, and Ray Zell.

How can I contact Olivia O'Toole?

You can use AeroLeads to view verified contact signals for Olivia O'Toole at BSW Wealth Partners, a Public Benefit Corporation, including work email, phone, and LinkedIn data when available.

What schools did Olivia O'Toole attend?

Olivia O'Toole holds M.S., Finance, 3.75 from University Of Colorado Boulder - Leeds School Of Business.

What skills is Olivia O'Toole known for?

Olivia O'Toole is listed with skills including Microsoft Excel, Microsoft Word, Microsoft Office, R, Powerpoint, Prezi, Qualitative Research, and Quantitative Research.

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