Eileen Olson Email & Phone Number
Client Service Associate @ Badgley Phelps Wealth Managers
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Eileen Olson Location
- Kirkland, WA, US
Eileen Olson Work
- Client Service Associate @ (September 2013 - Present)
- Registered Client Service Associate @ George R Pierce & Associates (March 2011 - March 2013)
- Registered Sales Associate @ Mcadams Wright Ragen (January 2001 - January 2007)
Eileen Olson Education
- Seattle University
MBA (Finance)
- University of Washington
BA (Political Science)
Eileen Olson Skills
- 401k
- 529 Plans
- Accounting
- Alternative Investments
- Asset Allocation
- Asset Management
- Banking
- Budgets
- Business Analysis
- Business Planning
- Corporate Finance
- Customer Service
- Data Analysis
- Equities
- Equity Research
- Event Planning
- Finance
- Financial Analysis
- Financial Reporting
- Financial Services
- Fixed Income
- Forecasting
- Investment Advisory
- Investment Management
- Investment Strategies
- Investments
- Leadership
- Mergers & Acquisitions
- Microsoft Excel
- Municipal Bonds
- Mutual Funds
- Options
- Personal Financial Planning
- Portfolio Management
- Private Equity
- Production Managment
- Project Management
- Retirement Planning
- Risk Management
- Sales
- Securities
- Series 63
- Series 65
- Series 7
- Small Business
- Strategic Planning
- Strategy
- Uniform Combined State Law
- Volunteer Management
- Wealth Management
Eileen Olson Summary
- Eileen Olson, based in Kirkland, WA, US, is currently a Client Service Associate at Badgley Phelps Investment Managers. Eileen Olson brings experience from previous roles at George R Pierce & Associates and Mcadams Wright Ragen. Eileen Olson holds a MBA in Finance @ Seattle University. With a robust skill set that includes 401k, 529 Plans, Accounting, Alternative Investments, Asset Allocation and more. Eileen Olson has 1 emails and 1 mobile phone numbers on RocketReach.
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