David Olson Email & Phone Number
Managing Director, Portfolio Management Director, Financial Advisor @ Morgan Stanley
5 free lookup(s). No credit card required.
If you need more lookups,
subscriptions start at $34 USD/month.
David Olson Location
- Rochester, MN, US
David Olson Work
- Managing Director, Portfolio Management Director, Financial Advisor @ (January 2020 - Present)
- Executive Director, Portfolio Management Director, Financial Advisor @ (January 2016 - December 2019)
- Senior Vice President, Portfolio Management Director, Financial Advisor @ (January 2013 - December 2015)
- Senior Vice President, Financial Advisor, Senior Investment Management Consultant @ (June 2009 - December 2012)
- Senior Vice President-Wealth Management, Branch Manager @ Citi- Smith Barney (May 2002 - December 2009)
- First Vice President @ Smith Barney (May 1989 - April 2002)
- Vice President- Investments @ E.F. Hutton & Co. Inc. (December 1985 - May 1989)
David Olson Education
- St. Olaf College
B.A. (Biology)
- St. Olaf College
B.A. (Economics)
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 and 1 mobile phone numbers on RocketReach.
Looking for a different David Olson?
Find contact details for 700 million professionals.
Others Named David Olson
David W.
Founder and CEO
Grand Rapids, MI, US
David Olson
Senior Vice President, Medicare Advantage and Network
Kansas City, MO, US
David Olson
CFO
Ponte Vedra Beach, FL, US
David Olson
Marsh Risk Consulting: Growth Leader, SVP
Denver, CO, US
David Olson
CTO
Apex, NC, US
David Olson
President - Partner
United States
David Olson
Vice President of Engagement and Delivery
Laguna Niguel, CA, US
David Olson
SVP Risk Adjustment and Provider Engagement
Saint Paul, MN, US
Top Morgan Stanley Employees
Lori O'Reilly
Chief Operating Officer, Eaton Vance Equity
New York, NY, US
Judy Choi
Chief Operating Officer - Private Credit and Equity
New York, NY, US
Mia Burgess
Chief Operating Officer, Global Financial Crimes
New York, NY, US
Amanda Kan
Chief Operating Officer, U.S. Banks
New York, NY, US
John Ryan
President of US Banks
New York, NY, US
Jeffrey Holzschuh
Chairman, Institutional Securities Group
New York, NY, US
Deborah Benzel
COO, Global Marketing Strategy
New York, NY, US
Robert Remick
Chief Operating Officer-NY Metro Region
New York, NY, US
Chelsea Clark
Chief Operating Officer for Consulting Group
New York, NY, US
Anna Gitelman
COO for Internal Audit Division
New York, NY, US
Simon Cohen
Chief Operating Officer - Equity and Multi-Asset Trading
New York, NY, US
Tony Young
COO, Public Finance Investment Banking
New York, NY, US
Andy Plaisted
COO, Private Wealth Management
New York, NY, US
G2 Crowd Trusted
300K+ Plugin Users
© 2026 RocketReach.co