Alex Olson's Location
Boston, Massachusetts, United States
Alex Olson's Work
- Wealth Manager @ KLR Wealth Management, LLC
- Vice President, Senior Private Client Advisor @ The Washington Trust Company
- Vice President, Senior Private Client Advisor @ Wilmington Trust
- Senior Vice President, Wealth Management Advisor @ People's United Bank, N.A.
- Vice President, Private Client Advisor @ U.S. Trust
- Client Executive, Assistant Vice President @ Marsh McLennan
- Financial Services Professional @ New York Life
Alex Olson's Education
- Fordham University
Bachelor of Science in Business Administration (Economics, Marketing)
1998 - 2002 - Lexington High School1994 - 1998
Alex Olson's Skills
- Financial Services
- Retirement Planning
- Mutual Funds
- Insurance
- Series 7
- Series 63
- Hedge Funds
- Fixed Income
- New Business Development
- Series 6
Alex Olson's Summary
Alex Olson, based in Boston, Massachusetts, United States, is currently a Wealth Manager at KLR Wealth Management, LLC, bringing experience from previous roles at The Washington Trust Company, Wilmington Trust, People's United Bank and u.s. Trust. Alex Olson holds a 1998 - 2002 Bachelor of Science in Business Administration in Economics, Marketing @ Fordham University. With a robust skill set that includes Financial Services, Retirement Planning, Mutual Funds, Insurance, Series 7 and more, Alex Olson contributes valuable insights to the industry. Alex Olson has 4 emails on RocketReach.
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