David Olnick

David Olnick Email and Phone Number

Investment Executive, Raymond James Financial Services @ All Seasons Wealth
tampa, florida, united states
David Olnick's Location
Los Angeles County, California, United States, United States
David Olnick's Contact Details
About David Olnick

Investment Executive with over 25 years experience managing and providing guidance/advice to taxable and tax exempt portfolios for High Net Worth clients, small and mid-sized businesses and institutional accounts.Specialties: Preservation of Capital strategies. Low risk. Building long-term relationships. Exceptional personal customer service.Securities Licenses: 7, 63, 65, 9, 10

David Olnick's Current Company Details
All Seasons Wealth

All Seasons Wealth

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Investment Executive, Raymond James Financial Services
tampa, florida, united states
Website:
allwealth.com
Employees:
9
David Olnick Work Experience Details
  • All Seasons Wealth
    Investment Executive
    All Seasons Wealth Apr 2012 - Present
    The Warner Center
    Wealth Strategies for Businesses and High Net Worth Clients with an emphasis on Fixed Income Investments both Taxable and Non-Taxable.All Seasons Wealth is not a registered broker/dealer and is independent of Raymond James Financial Services. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Securities offered through Raymond James Financial Services, Inc., Member FINRA/SIPC.For important disclosure information, please see “Social Media Disclosure” link in the “Contact Info” section.21600 Oxnard St., Suite 640Woodland Hills, CA. 91367(818)710-7755
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  • U.S. Bancorp Private Client Reserve Group
    Vice President Financial Advisor
    U.S. Bancorp Private Client Reserve Group Jun 2009 - Apr 2012
    Los Angeles
    Develop, manage and retain high-net-worth client relationships with an emphasis on Fixed-Income Bond Investing. Areas of focus include tax-exempt and taxable bonds, corporate bonds, structured notes and structured CD's. mortgage-backed securities and government securities.
  • Mellon 1St Business Bank/Bny Mellon
    Senior Vice President
    Mellon 1St Business Bank/Bny Mellon Aug 1992 - Apr 2009
    Los Angeles
    Manager Investment Department Client Investments.Portfolio Manager Bank Investment Portfolio.Investment Specialist in Fixed-Income securities.Member Senior Management Committee.
  • Union Bank Of California
    Senior Trader
    Union Bank Of California Aug 1983 - Feb 1992
    Greater Los Angeles Area
    Senior Fixed Income Trader. Government and Government Agency bonds, Bond Futures and Options.
    View

David Olnick Skills

Investments Financial Risk Mutual Funds Management Bond Markets Municipal Bonds Money Market Wealth Management Banking Interest Rate Derivatives Customer Retention Trusted Advisor Fixed Income Securities Bonds Financial Services

David Olnick Education Details

Frequently Asked Questions about David Olnick

What company does David Olnick work for?

David Olnick works for All Seasons Wealth

What is David Olnick's role at the current company?

David Olnick's current role is Investment Executive, Raymond James Financial Services.

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What is David Olnick's direct phone number?

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What schools did David Olnick attend?

David Olnick attended Pasadena City College, The American School Of Kinshasa, British School Of Teresopolis.

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David Olnick has interest in Kids, Cooking, Electronics, Wildlife Photography, Traveling, Sweepstakes, Home Improvement, Reading, Travel, Home Decoration.

What skills is David Olnick known for?

David Olnick has skills like Investments, Financial Risk, Mutual Funds, Management, Bond Markets, Municipal Bonds, Money Market, Wealth Management, Banking, Interest Rate Derivatives, Customer Retention, Trusted Advisor.

Who are David Olnick's colleagues?

David Olnick's colleagues are Jeff Hausinger, Cfp®, Cima®, Brenda Cusack, Camille Johnson, Raj Bhatia, Dustin Henderson, Cfa, Christine Lovell.

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