Curtis Olson Email & Phone Number
Chief of Staff @ Delaware Life Insurance Company
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Curtis Olson Location
- Hopkinton, MA, US
Curtis Olson Work
- 2025 -now Chief of Staff @
- 2020 -2025 SVP National Sales Manager @
- 2018 -2020 VP, Head of National Sales Consulting @
- 2015 -2018 EVP, Institutional Accounts @
- 2013 -2015 President @ C Sharp Group, LLC
- 2012 -2013 VP Head of Relationship Management, Registered Investments @
- 1999 -2012 SVP, National Relationship Manager @
- 1999 -2009 Sr. VP, Divisional Sales Mgr @
- 1999 -2003 Director National Accounts @
- 2000 -2002 Past Board Member @
- 1994 -1999 VP, Product Manager @
- 1988 -now National Accounts @ Scudder Investments
- 1987 -now Clerk @
Curtis Olson Education
- University of Illinois at Urbana-Champaign
BA (Communications)
1982-1986 - aurora east high school 1979-1982
Curtis Olson Skills
- Strategy
- Series 6
- Series 63
- Fixed Annuities
- Securities
- Series 7
- Strategic Partnerships
- Asset Management
- Relationship Management
- Financial Services
- Account Management
- Mutual Funds
- Investment Management
- Insurance
- Investment Advisory
- Series 24
- Fixed Income
- Retirement Planning
- Financial Planners
- Leadership
- Risk Management
- Strategic Financial Planning
- Employee Benefits
- Uniform Combined State Law
- Life Insurance
- Financial Advisory
- Investments
- Term Life Insurance
- Separately Managed Accounts
- Portfolio Management
- Long-term Care
- Wealth
- Variable Annuities
- Banking
- Team Management
- Estate Planning
- Series 65
- FINRA
- Management
- Sales Management
- IRAs
- Retirement
- Product Development
- Negotiation
- Long Term Care Insurance
- Wealth Management
- Asset Allocation
- Pensions
- Alternative Investments
- Executive Management
- National Accounts
- Public Speaking
- Mfs
- Sales Manager
- Long Term Care
Curtis Olson Summary
- Curtis Olson, based in Hopkinton, MA, US, is currently a Chief of Staff at Delaware Life Insurance Company, A Group 1001 Company. Curtis Olson brings experience from previous roles at Delaware Life Insurance Company, A Group 1001 Company, MoneyGuidePro® (PIEtech, Inc.) and C Sharp Group, LLC. Curtis Olson holds a 1982 - 1986 BA in Communications @ University of Illinois at Urbana-Champaign. With a robust skill set that includes Strategy, Series 6, Series 63, Fixed Annuities, Securities and more. Curtis Olson has 2 emails and 2 mobile phone numbers on RocketReach.
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