Chip Olson Email & Phone Number
Partner @ Connecticut Wealth Management, LLC
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Chip Olson Location
- United States
Chip Olson Work
- 2023 -now Partner @
- 2022 -2023 SVP, Senior Wealth Advisor @ Wilmington Trust, N.A.
- 2018 -2023 SVP, Senior Wealth Advisor @ People's United Advisors, Inc.
- 2014 -2023 SVP, Senior Wealth Advisor @ Peoples Wealth Management LLC
- 2007 -2014 Senior Vice President, Relationship Management @ Webster Private Bank
- 2006 -2007 Senior Vice President, Relationship Management @
- 2004 -2006 Senior Vice President @ Webster Financial Advisors
- 1997 -2004 President, Phoenix Charter Oak Trust Company @ The Phoenix Companies
- 1991 -1997 Senior Vice President, Institutional Sales Executive @ Phoenix Investment Partners
- 1984 -1990 Vice President, Trust and Investments @
Chip Olson Education
- NYU Stern School of Business
MBA (Finance)
1987-1989 - Hobart and William Smith Colleges
BA (Economics, Sociology)
1980-1984
Chip Olson Skills
- Investments
- Mutual Funds
- Financial Services
- Insurance
- Relationship Management
- Asset Management
- Portfolio Management
- Series 63
- Series 7
- Wealth Management
- Retirement Planning
- Securities
- Equities
- Fixed Annuities
- Customer Service
- Life Insurance
- Asset Allocation
- Retirement
- 401k
- Financial Advisory
- Long-term Care
- Series 6
- Strategic Financial Planning
- Series 66
- Financial Planning
Chip Olson Summary
- Chip Olson, based in United States, is currently a Partner at Connecticut Wealth Management, LLC. Chip Olson brings experience from previous roles at Wilmington Trust, N.A., People's United Advisors, Inc., Peoples Wealth Management LLC and Webster Private Bank. Chip Olson holds a 1987 - 1989 MBA in Finance @ NYU Stern School of Business. With a robust skill set that includes Investments, Mutual Funds, Financial Services, Insurance, Relationship Management and more. Chip Olson has 2 emails and 2 mobile phone numbers on RocketReach.
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