Search
Oliver S.'s Photo

Oliver S.

MBA Grad for Business and Finance

MBA Grad for Business and Finance

$75/hour

About Oliver


Bio

Focused tutoring in wealth management and finance exemplifies my background. I have owned and sold several businesses in the past including my wealth management practice. I am currently the Founder and CEO of Capital Prime LLC, a business consulting firm. I have taught at the junior college level in the past focused on micro and macroeconomics.
I spent 16 years in the world of investments and finance. I currently teach a monthly class on the basics of cryptocurrency.

MBA with a...

Focused tutoring in wealth management and finance exemplifies my background. I have owned and sold several businesses in the past including my wealth management practice. I am currently the Founder and CEO of Capital Prime LLC, a business consulting firm. I have taught at the junior college level in the past focused on micro and macroeconomics.
I spent 16 years in the world of investments and finance. I currently teach a monthly class on the basics of cryptocurrency.

MBA with a concentration in Finance, Magna Cum Laude
Business Consultant, Expert Rating
25 years experience in Banking, Investments, and Business Consulting
20 years experience teaching finance and business principles

Willing to pass on my 25 years of real-life experience and success to those students in search of becoming better in investments, specifically cryptocurrency, stocks, bonds, and mutual funds as well as insurance and estate planning.


Education

University of Memphis
Political Science
University of Memphis
MBA

Policies


Schedule

Loading...

Sun

Mon

Tue

Wed

Thu

Fri

Sat


Subjects

Business

Business,

Business

25 years experience working in the areas of finance and business consulting in the private sector. Have taught at the junior college level and numerous courses throughout the years while running a successful wealth management and business consulting practice
Finance,

Finance

MBA: Finance University of Memphis - Memphis TN Awarded Magna Cum Laude High-achieving Business Consultant well-versed in evaluating current business conditions and devising forward-thinking plans to bring about needed change and keep companies agile in changing marketplaces. Proven business expertise with in-depth knowledge of business standards, competitors and HR procedures. Enterprising and hardworking with excellent follow-through. Well-qualified to help growing companies advance in marketplace, streamline processes and strengthen teams to meet challenging business objectives. Dedicated to reducing costs, increasing revenue and maximizing profits. Resilient and pragmatic with good eye for both important details and big-picture needs Business Consultant, CEO and Founder Capital Prime LLC, Covington, TN Devised processes to boost long-term business success and increase profit levels. Set, enforced and optimized internal policies to maintain responsiveness to demands. Aided senior leadership during executive decision- making process by generating daily reports to recommend corrective actions and improvements. Evaluated situations and delivered targeted solutions using various tools and resources. Streamlined operations by delivering recommendations for knowledge-base processes and procedures. XXX.XXXXXXXXXXXXXXX.XXX Financial Advisor, CEO and Founder Oliver Smith Wealth Management Inc., Covington, TN Helped individuals and families build and execute wealth management strategies based on unique goals and objectives. Recruited, trained and mentored junior financial and support staff to generate ideas, share knowledge and commit to building successful company. Cultivated and strengthened relationships with new clients and educated clients on account services and capabilities. Assisted clients with preparing financial plans, conducting investment research and completing trades and transactions to assess and meet financial goals. Financial Advisor, Vice-President Wells Fargo Advisors, LLC, Me
Series 7

Series 7

I owned a wealth management practice as a financial advisor for 16 years. I trained other financial advisors that were preparing for the Series 7, 66, 63 and 65 exams. I was a part of the leadership team that helped new advisors get prepared for a career as a financial advisor.

Corporate Training

Business,

Business

25 years experience working in the areas of finance and business consulting in the private sector. Have taught at the junior college level and numerous courses throughout the years while running a successful wealth management and business consulting practice
Finance

Finance

MBA: Finance University of Memphis - Memphis TN Awarded Magna Cum Laude High-achieving Business Consultant well-versed in evaluating current business conditions and devising forward-thinking plans to bring about needed change and keep companies agile in changing marketplaces. Proven business expertise with in-depth knowledge of business standards, competitors and HR procedures. Enterprising and hardworking with excellent follow-through. Well-qualified to help growing companies advance in marketplace, streamline processes and strengthen teams to meet challenging business objectives. Dedicated to reducing costs, increasing revenue and maximizing profits. Resilient and pragmatic with good eye for both important details and big-picture needs Business Consultant, CEO and Founder Capital Prime LLC, Covington, TN Devised processes to boost long-term business success and increase profit levels. Set, enforced and optimized internal policies to maintain responsiveness to demands. Aided senior leadership during executive decision- making process by generating daily reports to recommend corrective actions and improvements. Evaluated situations and delivered targeted solutions using various tools and resources. Streamlined operations by delivering recommendations for knowledge-base processes and procedures. XXX.XXXXXXXXXXXXXXX.XXX Financial Advisor, CEO and Founder Oliver Smith Wealth Management Inc., Covington, TN Helped individuals and families build and execute wealth management strategies based on unique goals and objectives. Recruited, trained and mentored junior financial and support staff to generate ideas, share knowledge and commit to building successful company. Cultivated and strengthened relationships with new clients and educated clients on account services and capabilities. Assisted clients with preparing financial plans, conducting investment research and completing trades and transactions to assess and meet financial goals. Financial Advisor, Vice-President Wells Fargo Advisors, LLC, Me

Other

Finance

Finance

MBA: Finance University of Memphis - Memphis TN Awarded Magna Cum Laude High-achieving Business Consultant well-versed in evaluating current business conditions and devising forward-thinking plans to bring about needed change and keep companies agile in changing marketplaces. Proven business expertise with in-depth knowledge of business standards, competitors and HR procedures. Enterprising and hardworking with excellent follow-through. Well-qualified to help growing companies advance in marketplace, streamline processes and strengthen teams to meet challenging business objectives. Dedicated to reducing costs, increasing revenue and maximizing profits. Resilient and pragmatic with good eye for both important details and big-picture needs Business Consultant, CEO and Founder Capital Prime LLC, Covington, TN Devised processes to boost long-term business success and increase profit levels. Set, enforced and optimized internal policies to maintain responsiveness to demands. Aided senior leadership during executive decision- making process by generating daily reports to recommend corrective actions and improvements. Evaluated situations and delivered targeted solutions using various tools and resources. Streamlined operations by delivering recommendations for knowledge-base processes and procedures. XXX.XXXXXXXXXXXXXXX.XXX Financial Advisor, CEO and Founder Oliver Smith Wealth Management Inc., Covington, TN Helped individuals and families build and execute wealth management strategies based on unique goals and objectives. Recruited, trained and mentored junior financial and support staff to generate ideas, share knowledge and commit to building successful company. Cultivated and strengthened relationships with new clients and educated clients on account services and capabilities. Assisted clients with preparing financial plans, conducting investment research and completing trades and transactions to assess and meet financial goals. Financial Advisor, Vice-President Wells Fargo Advisors, LLC, Me

Test Preparation

Series 7

Series 7

I owned a wealth management practice as a financial advisor for 16 years. I trained other financial advisors that were preparing for the Series 7, 66, 63 and 65 exams. I was a part of the leadership team that helped new advisors get prepared for a career as a financial advisor.

Examples of Expertise


Oliver has provided examples of their subject expertise by answering 1 question submitted by students on Wyzant’s Ask an Expert.

Contact Oliver

Response time: 2 hours

$75/hour

Oliver S.'s Photo

Oliver S.

$75/hour

  • No subscriptions or upfront payments

  • Only pay for the time you need

  • Find the right fit, or your first hour is free

Contact Oliver

Response time: 2 hours