Channing Olson Email & Phone Number
Chief Operating Officer, Wealthspire Advisors @ Wealthspire Advisors
5 free lookup(s).
Channing Olson Location
- California, United States
Channing Olson Work
- 2025 - now Chief Operating Officer, Wealthspire Advisors @
- 2024 - 2025 Managing Director, Head of Advisory Technology and Integration @
- 2022 - 2024 SVP, Head of Integration and Project Management @
- 2018 - 2021 Principal | DOO @
- 2014 - 2018 Director of Operations @
- 2012 - 2014 Marketing and Operations Manager @
- 2008 - 2012 Assistant to Managing Partner │Litigation Legal Assistant @
Channing Olson Education
- Schwab Executive Leadership Program
Class of 2020
2019 - 2020 - G2 Leadership Institute by Fidelity
Class of 2019
2017 - 2019 - California State University, Fullerton
Bachelor of Arts - BA (Business Administration and Economics)
2008 - Interior Designers Institute
Certificate of Interior Design
2005
Channing Olson Skills
- Leadership
- Team Building
- Management
- Process Improvement
- Strategic Planning
- Operations Management
- Business Development
- Training
- Event Planning
- Marketing Strategy
- Culture Change
- IT Operations
- HR Management
- Facilities Management
- Accounting
- P&L Management
- Staff Development
- Employee Training
- CRM Integration
- Program Development
- Department Budgeting
- Microsoft Office
- Marketing
- Strategy
- Sales
Channing Olson Summary
- Channing Olson, based in California, United States, is currently a Chief Operating Officer, Wealthspire Advisors at Wealthspire. Channing Olson brings experience from previous roles at Wealthspire, Private Ocean and Mosaic Financial Partners. Channing Olson holds a 2019 - 2020 Class of 2020 @ Schwab Executive Leadership Program. With a robust skill set that includes Leadership, Team Building, Management, Process Improvement, Strategic Planning and more. Channing Olson has 2 emails and 2 mobile phone numbers on RocketReach.
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Channing Olson
Chief Operating Officer, Wealthspire Advisors
California, United States
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