Chip Olson Location
United States
Chip Olson Work
- 2023 - now Partner @ Connecticut Wealth Management, LLC
- 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 @ Bank of America
- 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 @ U.S. Trust
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
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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Others Named Chip Olson
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Chip Olson
CEO Broker at RE 1 Advisor, LLC
Naples, FL, US35+ -
Chip Olson
Partner at Connecticut Wealth Management, LLC
United States24
Top Connecticut Wealth Management, LLC Employees
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Kevin Leahy
Founder, President and CEO at Connecticut Wealth Management, LLC
Farmington, CT, US25 -
24 -
Joshua Brier
Chief Operating Officer at Connecticut Wealth Management, LLC
West Hartford, CT, US25+ -
Tony Disorbo
Partner at Connecticut Wealth Management, LLC
Farmington, CT, US23 -
Megan Trask
Partner at Connecticut Wealth Management, LLC
Farmington, CT, US23 -
Kathleen Christensen
Partner at Connecticut Wealth Management, LLC
Farmington, CT, US24 -
Michael Tedone
Partner and CFO at Connecticut Wealth Management, LLC
Farmington, CT, US14 -
1
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25+
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Chip Olson
Partner at Connecticut Wealth Management, LLC
United States24 -
Jarrett Solomon
Partner at Connecticut Wealth Management, LLC
West Hartford, CT, US22 -
12
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11
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Claudia Jacques-Soto
Partner at Connecticut Wealth Management, LLC
Farmington, CT, US3 -
22
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Ali Huling
Director of People at Connecticut Wealth Management, LLC
Branford, CT, US21 -
Deborah Hopper
University Ambassador at Connecticut Wealth Management, LLC
Farmington, CT, US34
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