CB Rank (Person) 694,289

Wesley Oler IV is a retired Investment professional living in New York. Throughout his career, Wesley established himself as a knowledgeable figure in the industry. After graduating, instead of taking a career in accounting or commercial lending/banking, Wesley decided to wait for a career in the investment industry.

Wesley Oler IV's

career has taken him to many different places; during his tenure with Brown Brothers Harriman & Co., he worked in New York and Zurich, Switzerland, and while working with Credit Suisse Private Banking, he was based in Greenwich, Connecticut.

When it comes to any career - but especially a career in investment - Wesley knows how important it is to be flexible and always open to new perspectives and points of view. No matter how much experience you have, you want to remain humble and open-minded; nobody has all the answers.

Wesley Oler IV worked for Brown Brothers Harriman & Co. for 25 years, throughout which time he held a number of different positions. He began as the Deputy Manager for Institutional Investment Sales from 1982-88 in New York, New York and Zurich, Switzerland. From this position, he transitioned into the role of Manager & Assistant Department Head for the International Banking & Investment Services Department, where he remained for seven years, working out of New York. From here, he moved into the Senior Manager and Department Head position for the Equity Trading Department before advancing again to hold the title of Senior Vice President of Private Client Wealth Management, a role he held for 8 years. From there, he moved into the Chief Investment Office role at Revolutionary Retirement Consulting, Ltd.

Learn more about Wesley Oler IV on his website!

Number of News Articles 86
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