Chris Olson Email & Phone Number
Paraplanner @ Capital Management Associates, Inc. (CMA)
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Chris Olson Location
- Saint Paul, MN, US
Chris Olson Work
- Paraplanner @ (September 2024 - Present)
- Paraplanner @ (June 2021 - May 2024)
- Financial Advisor @ (May 2010 - July 2011)
- Financial Advisor @ (October 2005 - April 2010)
- Senior Accountant @ Anixter Fasteners, Inc. (March 2002 - October 2005)
- Paraplanner @ (September 2024 - Present)
Chris Olson Education
- Florida State University - Herbert Wertheim College of Business
Bachelor of Science - BS (Accounting)
1991-1995
Chris Olson Skills
- Morningstar Principia
- Albridge Wealth Reporting
- Retail CRM
- eMoney Advisor
- Financial Advisory
- Financial Planning
- Corporate Accounting
- Operational Efficiency
- Retirement Planning
- Estate Planning
- Risk Management
- Asset Management
- Wealth Accumulation
- Tax Planning
- Mutual Funds
- Bonds
- Stocks
- Insurance
- Strategic Selling
- Budget Analysis
- Financial Reporting
- Fixed Asset Management
- Inventory Accounting
- Performance Reporting
- Management
- Streamlining Operations
- Financial Accounting
- Financial Statements
- Microsoft Office
Chris Olson Summary
- Chris Olson, based in Saint Paul, MN, US, is currently a Paraplanner at Capital Management Associates, Inc. (CMA). Chris Olson brings experience from previous roles at Everest Financial Group, Focus Financial Network, Inc., Edward Jones and Anixter Fasteners, Inc.. Chris Olson holds a 1991 - 1995 Bachelor of Science - BS in Accounting @ Florida State University - Herbert Wertheim College of Business. With a robust skill set that includes Morningstar Principia, Albridge Wealth Reporting, Retail CRM, eMoney Advisor, Financial Advisory and more. Chris Olson has 2 emails and 1 mobile phone numbers on RocketReach.
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