Channing Olson Email & Phone Number
Chief Operating Officer, Private Client @ Wealthspire Advisors
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Channing Olson Location
- California, United States
Channing Olson Work
- Chief Operating Officer, Private Client @ (November 2025 - Present)
- Chief Operating Officer, Wealthspire Advisors @ (November 2025 - Present)
- Managing Director, Head of Advisory Technology and Integration @ (October 2024 - November 2025)
- SVP, Head of Integration and Project Management @ (January 2022 - October 2024)
- Principal | DOO @ (October 2018 - December 2021)
- Director of Operations @ (October 2014 - October 2018)
- Marketing and Operations Manager @ (March 2012 - October 2014)
- Assistant to Managing Partner │Litigation Legal Assistant @ (January 2008 - March 2012)
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, Private Client at Wealthspire. Channing Olson brings experience from previous roles at Wealthspire, Wealthspire Advisors and Private Ocean. 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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