David Olson Email & Phone Number
Managing Director, Portfolio Management Director, Financial Advisor @ Morgan Stanley
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David Olson Location
- Rochester, MN, US
David Olson Work
- 2020 - now Managing Director, Portfolio Management Director, Financial Advisor @
- 2016 - 2019 Executive Director, Portfolio Management Director, Financial Advisor @
- 2013 - 2015 Senior Vice President, Portfolio Management Director, Financial Advisor @
- 2009 - 2012 Senior Vice President, Financial Advisor, Senior Investment Management Consultant @
- 2002 - 2009 Senior Vice President-Wealth Management, Branch Manager @ Citi- Smith Barney
- 1989 - 2002 First Vice President @ Smith Barney
- 1985 - 1989 Vice President- Investments @ E.F. Hutton & Co. Inc.
David Olson Education
- St. Olaf College
B.A. (Biology)
- St. Olaf College
David Olson Skills
- Portfolio Management
- Investments
- Business Development
- Finance
- Equities
- Investment Management
- Alternative Investments
- Estate Planning
- Financial Advisory
- Leadership
- Series 63
- Public Speaking
- Fixed Income
- Bonds
- Mergers
- Executive Management
- Insurance
- Retirement Planning
- Financial Planning
- Wealth Management Services
- Capital Markets
- Investment Advisory
- Asset Allocation
- Strategic Planning
- Strategy
- Asset Managment
- Financial Services
- Wealth Management
- Mutual Funds
- Strategic Financial Planning
- High Net Worth Individuals
- FINRA
- Investment Strategies
- Securities
- Asset Management
- New Business Development
- Customer Service
- Financial Analysis
- Private Equity
- Management
- Investment Banking
- Project Management
- Trading
- Private Banking
- Venture Capital
- Retirement
- Series 65
- Options
- Institutional
- Hedge Funds
- Talent Management
- Integration
- Recruiting
- Human Resources
- Six Sigma
- Operations Management
- Process Redesign
- People Development
- Idea Generation
- Strategic Communications
- Project Planning
- Mentoring
- Consulting
- Business Analysis
- Business Strategy
- Marketing
- Change Management
- Talent Acquisition
- Entrepreneurship
- Program Management
David Olson Summary
- David Olson, based in Rochester, MN, US, is currently a Managing Director, Portfolio Management Director, Financial Advisor at Morgan Stanley. David Olson brings experience from previous roles at Morgan Stanley and Citi- Smith Barney. David Olson holds a B.A. in Biology @ St. Olaf College. With a robust skill set that includes Portfolio Management, Investments, Business Development, Finance, Equities and more. David Olson has 2 emails on RocketReach.
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