Share This Profile
Share this profile on Facebook.
Link to this profile on LinkedIn.
Tweet this profile on Twitter.
Email a link to this profile.
See other services through which you can share this profile.
This profile was last updated on 10/13/14  and contains information from public web pages and contributions from the ZoomInfo community.

Mr. Oliver C. Scholle Jr.

Wrong Oliver C. Scholle Jr.?

President

Phone: (617) ***-****  HQ Phone
Email: o***@***.com
Independence Financial Services LLC
114 Clyde Street
Chestnut Hill , Massachusetts 02467
United States

Company Description: Independence Financial Services provides investment management and retirement planning services to help retirees with retirement income strategies. We also provide...   more
Background

Employment History

Education

  • BA , History
    Harvard University
Web References
Oliver Scholle Biography : Independence Financial Services, LLC
www.independence-finserv.com, 13 Oct 2014 [cached]
Oliver C. Scholle
Oliver Scholle is the President of Independence Financial Services, LLC, where he specializes in providing investment advisory and financial planning services. liver is committed to assisting people understand their options in managing their wealth and providing straightforward advice about real-life financial issues.
Prior to acquiring Independence Financial Services, Oliver spent 28 years working in the financial services industry in the U.S. and abroad. e began his career with the Chemical Bank in 1976 where he worked in the domestic and international banking divisions. n 1984 Oliver joined the American International Group (AIG) as the Chief Investment Officer of the American Life Insurance Company, a wholly owned AIG subsidiary with offices around the world. n 1987, Oliver was appointed President of AIG's life insurance operations in Chile where he had overall management responsibility for several AIG subsidiaries engaged in life insurance, real estate, annuities and pensions. ore recently, Oliver has worked in private banking at Citibank and later Bank Boston where he was responsible for the management of a family of mutual funds as well as managing client investment portfolios.
Oliver graduated from Harvard College in 1976 where he received his Bachelor of Arts degree, with honors. e was a member of the University's rowing team that won a national championship in 1974.Today he enjoys competing in Masters rowing regattas around the country. liver is married with three children ages 20, 19 and 15. He also enjoys writing about investing, financial planning and philanthropy. His most recent articles have appeared in Financial Planning Magazine and Trust and Estates Magazine.
...
Securities offered through Securities America, Inc., Member FINRA/SIPC, Oliver Scholle, Jr., Registered Representative. Advisory services offered through Securities America Advisors, Inc., Oliver Scholle, Jr., Investment Advisor Representative.
Oliver C. Scholle, ...
www.haledorrcapital.com, 29 May 2004 [cached]
Oliver C. Scholle, Jr.Senior Vice President Director of Sales and Marketing
...
Oliver C. Scholle, Jr.
Oliver C. Scholle, Jr.
Oliver C. Scholle, Jr.Senior Vice PresidentDirector of Sales and Marketing
Oliver Scholle joined HDCM in 2001 and is responsible for new business development as well as the administration and management of client investment portfolios.In addition, Mr. Scholle is a member of the Strategic Planning Committee.
Prior to joining HDCM, Mr. Scholle was Managing Director in the Personal Asset Management Division of Fleet Investment Advisors where he served as an investment officer for high net-worth clients outside the U.S. During this time, he was also responsible for the product management of a family of seven offshore mutual funds.Mr. Scholle's experience includes over four years working for Citibank Private Bank where he established a new private banking office overseas, and was responsible for a team of global sales and relationship officers.Previously, Mr. Scholle spent over eight years at The American International Group serving as Chief Executive Officer of their Chilean financial services holding company, and Chief Investment Officer of the American Life Insurance Company.
Mr. Scholle received a BA in History, with honors, from Harvard University.
Belmont Hill / Financial Expert Mr. Oliver Scholle Visits Investment Club
www.belmont-hill.org, 14 Jan 2007 [cached]
Mr. Oliver Scholle, President of Independence Financial Services, LLC, and a specialist in providing investment advisory and financial planning services recently came to speak to the Belmont Hill Investment Club.Mr. Scholle spoke to the boys about the role of the US stock market for American corporations; how stocks trade; how to buy and sell stocks; the factors that influence stock market behavior and returns; equity investment vehicles such as mutual funds, index funds, and ETFs; and portfolio construction and measuring risk and return.
...
Scholle did a great job explaining to the boys what a financial advisor actually does as well as introducing the concepts of risk, return, and diversification.
Oliver C. Scholle, ...
www.haldorinvest.com, 1 April 2001 [cached]
Oliver C. Scholle, Jr.
...
Oliver C. Scholle, Jr.
Oliver C. Scholle, Jr.
Oliver C. Scholle, Jr.Senior Vice PresidentDirector of Sales and Marketing
Oliver Scholle joined HDCM in 2001 and is responsible for new business development as well as the administration and management of client investment portfolios.In addition, Mr. Scholle is a member of the Strategic Planning Committee.
Prior to joining HDCM, Mr. Scholle was Managing Director in the Personal Asset Management Division of Fleet Investment Advisors where he served as an investment officer for high net-worth clients outside the U.S. During this time, he was also responsible for the product management of a family of seven offshore mutual funds.Mr. Scholle's experience includes over four years working for Citibank Private Bank where he established a new private banking office overseas, and was responsible for a team of global sales and relationship officers.Previously, Mr. Scholle spent over eight years at The American International Group serving as Chief Executive Officer of their Chilean financial services holding company, and Chief Investment Officer of the American Life Insurance Company.
Mr. Scholle received a BA in History, with honors, from Harvard University.
Independence Financial Services, LLC
www.independence-finserv.com, 31 Jan 2014 [cached]
Securities offered through Securities America, Inc., Member FINRA/SIPC, Oliver Scholle, Jr., Registered Representative. Advisory services offered through Securities America Advisors, Inc., Oliver Scholle, Jr., Investment Advisor Representative.
Other People with the name "Scholle":
Other ZoomInfo Searches
Accelerate your business with the industry's most comprehensive profiles on business people and companies.
Find business contacts by city, industry and title. Our B2B directory has just-verified and in-depth profiles, plus the market's top tools for searching, targeting and tracking.
Atlanta | Boston | Chicago | Houston | Los Angeles | New York
Browse ZoomInfo's business people directory. Our professional profiles include verified contact information, biography, work history, affiliations and more.
Browse ZoomInfo's company directory. Our company profiles include corporate background information, detailed descriptions, and links to comprehensive employee profiles with verified contact information.
zirhbt201304