David Olsen Email & Phone Number
Vice President of Client Services, Financial Advisor @ Global Wealth Management
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David Olsen Location
- Fort Lauderdale, FL, US
David Olsen Work
- Vice President of Client Services, Financial Advisor @ (October 2017 - Present)
- Financial Advisor @ (July 2010 - October 2017)
- Vice President @ 1031 Alternatives Group (March 2007 - July 2009)
- Financial Representative @ (September 2005 - March 2007)
- Financial Advisor @ (June 2004 - July 2005)
David Olsen Education
- Florida State University - Herbert Wertheim College of Business
Bachelor of Science (Finance & Economics)
2000-2004
David Olsen Skills
- Life And Health Insurance Licenses
- Series 6
- Insurance
- Series 63
- Financial Planning
- Financial Modeling
David Olsen Summary
- David Olsen, based in Fort Lauderdale, FL, US, is currently a Vice President of Client Services, Financial Advisor at Global Wealth Management. David Olsen brings experience from previous roles at Northwestern Mutual, 1031 Alternatives Group and Morgan Stanley. David Olsen holds a 2000 - 2004 Bachelor of Science in Finance & Economics @ Florida State University - Herbert Wertheim College of Business. With a robust skill set that includes Life And Health Insurance Licenses, Series 6, Insurance, Series 63, Financial Planning and more. David Olsen has 2 emails and 2 mobile phone numbers on RocketReach.
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Top Global Wealth Management Employees
David Olsen
Vice President of Client Services, Financial Advisor
Fort Lauderdale, FL, US
Tiffany Shrier
Client Service and Operations Director
Fort Lauderdale, FL, US
Haley Jestings
Business Operations Specialist
Sarasota, FL, US
Scott Shultz
Sales Manager
Fort Lauderdale, FL, US
Irma Reyes
Vice President Healthcare
Fort Lauderdale, FL, US
Deedee Dennis
Client Services Manager
Fort Lauderdale, FL, US
Gregg Kleinman
Senior Vice President of Wealth Management
Fort Lauderdale, FL, US
Lynn Adorno
Client Concierge
Fort Lauderdale, FL, US
Jeremy Szpilka
Wealth Advisor
Boca Raton, FL, US
Devin Rountree
Vice President of Wealth Management
Florida, United States
Michael Haupert
Financial Planning Associate
Fort Lauderdale, FL, US
Jose J.
Chief Financial Officer
Florida, United States
Christian Avila
Wealth Manager
Sarasota, FL, US
Meghan H.
SVP Finance and Operations
New York, NY, US
Garret van Dijk
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Hollywood, FL, US
Christopher Bell
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