Rishi Oad, Cfa
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Rishi Oad, Cfa Email & Phone Number

Financial Advisor, Portfolio Advisor at Merrill Lynch Wealth Management
Location: Denver Metropolitan Area, United States, United States 3 work roles 2 schools
1 work email found @ml.com LinkedIn matched
4 data sources Profile completeness 100%

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Work email r****@ml.com
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Current company
Merrill Lynch Wealth Management
Role
Financial Advisor, Portfolio Advisor
Location
Denver Metropolitan Area, United States, United States
Company size
45157 employees

Who is Rishi Oad, Cfa? Overview

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Quick answer

Rishi Oad, Cfa is listed as Financial Advisor, Portfolio Advisor at Merrill Lynch Wealth Management, a company with 45157 employees, based in Denver Metropolitan Area, United States, United States. AeroLeads shows a work email signal at ml.com and a matched LinkedIn profile for Rishi Oad, Cfa.

Rishi Oad, Cfa previously worked as Financial Advisor at Merrill Lynch Wealth Management and Financial Reporting Manager at Zavanna, Llc. Rishi Oad, Cfa holds Master'S Degree from Colorado State University.

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Email format at Merrill Lynch Wealth Management

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*@ml.com
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Profile bio

About Rishi Oad, Cfa

Prior to joining the Kinard Group, I was an auditor & financial reporting manager where I utilized my skills as a Certified Public Accountant (CPA). My areas of focus for the team are retirement planning and investment analysis. I received my Bachelor's Degree in Accounting and Finance and my Masters in Accountancy from Colorado State University. I am an active Certified Public Accountant(CPA) & hold the Chartered Financial Analyst®(CFA®) designation. I enjoy building relationships with my clients and helping them attain their life-long financial goals.*Chartered Financial Analyst® and CFA® are registered trademarks of the CFA Institute.*Rishi does not provide tax advice in his current role with Merrill.

Listed skills include Financial Analysis, Accounting, Leadership, Finance, and 11 others.

Current workplace

Rishi Oad, Cfa's current company

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Merrill Lynch Wealth Management
Merrill Lynch Wealth Management
Financial Advisor, Portfolio Advisor
new york, new york, united states
Website
ml.com
Employees
45157
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Company profile
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3 roles

Rishi Oad, Cfa work experience

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

Financial Reporting Manager

Zavanna, Llc
Jul 2014 - Feb 2016

Experienced Associate

Pricewaterhousecoopers (Pwc)
Aug 2012 - Jul 2014
Team & coworkers

Colleagues at Merrill Lynch Wealth Management

Other employees you can reach at ml.com. View company contacts for 45157 employees →

EK Eric Kent Eric Kent Colleague at Merrill Lynch Wealth Management Hightstown, New Jersey, United States, United States View → PC Patsy Cowan Patsy Cowan Colleague at Merrill Lynch Wealth Management West Palm Beach, Florida, United States, United States View → EA Eduardo Alcalde Prado Eduardo Alcalde Prado Colleague at Merrill Lynch Wealth Management Santiago Metropolitan Area, Chile View → CS Catherine Shen, Cfp® Catherine Shen, Cfp® Colleague at Merrill Lynch Wealth Management Pleasanton, California, United States, United States View → JM Jennifer Mathiason Jennifer Mathiason Colleague at Merrill Lynch Wealth Management Spokane, Washington, United States, United States View → AK Adam Klupchak Adam Klupchak Colleague at Merrill Lynch Wealth Management Chicago, Illinois, United States, United States View → YW Yvette Whitley Yvette Whitley Colleague at Merrill Lynch Wealth Management Navarre, Florida, United States, United States View → AT Alex Tonkovic Alex Tonkovic Colleague at Merrill Lynch Wealth Management Greater Chicago Area, United States View → CS Connor Stacy Connor Stacy Colleague at Merrill Lynch Wealth Management Sugar Land, Texas, United States, United States View → AL Alexander Lamont Alexander Lamont Colleague at Merrill Lynch Wealth Management Palo Alto, California, United States, United States View →
2 education records

Rishi Oad, Cfa education

Master'S Degree

Colorado State University

Bachelor'S Degree

Colorado State University
FAQ

Frequently asked questions about Rishi Oad, Cfa

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

What company does Rishi Oad, Cfa work for?

Rishi Oad, Cfa works for Merrill Lynch Wealth Management.

What is Rishi Oad, Cfa's role at Merrill Lynch Wealth Management?

Rishi Oad, Cfa is listed as Financial Advisor, Portfolio Advisor at Merrill Lynch Wealth Management.

What is Rishi Oad, Cfa's email address?

AeroLeads has found 1 work email signal at @ml.com for Rishi Oad, Cfa at Merrill Lynch Wealth Management.

Where is Rishi Oad, Cfa based?

Rishi Oad, Cfa is based in Denver Metropolitan Area, United States, United States while working with Merrill Lynch Wealth Management.

What companies has Rishi Oad, Cfa worked for?

Rishi Oad, Cfa has worked for Merrill Lynch Wealth Management, Zavanna, Llc, and Pricewaterhousecoopers (Pwc).

Who are Rishi Oad, Cfa's colleagues at Merrill Lynch Wealth Management?

Rishi Oad, Cfa's colleagues at Merrill Lynch Wealth Management include Eric Kent, Patsy Cowan, Eduardo Alcalde Prado, Catherine Shen, Cfp®, and Jennifer Mathiason.

How can I contact Rishi Oad, Cfa?

You can use AeroLeads to view verified contact signals for Rishi Oad, Cfa at Merrill Lynch Wealth Management, including work email, phone, and LinkedIn data when available.

What schools did Rishi Oad, Cfa attend?

Rishi Oad, Cfa holds Master'S Degree from Colorado State University.

What skills is Rishi Oad, Cfa known for?

Rishi Oad, Cfa is listed with skills including Financial Analysis, Accounting, Leadership, Finance, Microsoft Office, Accounts Payable, Microsoft Excel, and Time Management.

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