Olga Poltoratskaya Okaty

Olga Poltoratskaya Okaty

Gestore di Portafoglio-Azioni presso Centerpoint Advisors LLC

Finance
Consumer Services
Commercial Services

Profilo

Ms. Olga P.
Okaty is a Principal & Director of Financial Planning at Centerpoint Advisors LLC and a Member at Financial Planning Association of Australia Ltd.
With over 15 years of experience in multigenerational planning and wealth management.
She earned her Master’s Degree in International Economics and Finance from the Brandeis University International Business School, and also holds Bachelors degrees from Brandeis University in Economics, Russian Language and Literature, and European Cultural Studies.
She is a CERTIFIED FINANCIAL PLANNER professional, a member of the Financial Planning Association, a member of Centerpoint’s Investment Committee, and holds FINRA Series 63, 65 and 7 licenses.
She is also a Certified Divorce Financial Analyst professional, leveraging her vast financial planning skills to assist clients with navigating family restructuring and life transitions.

Posizioni attive di Olga Poltoratskaya Okaty

SocietàPosizioneInizio
Gestore di Portafoglio-Azioni 01/05/2006
Corporate Officer/Principal -
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Formazione di Olga Poltoratskaya Okaty

Brandeis University Graduate Degree

Esperienze
Posizioni ricoperte

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Aziende private

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Aziende private2

Finance

Commercial Services

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