Jeff Olson Email & Phone Number
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Jeff Olson Location
- Rockville, MD, US
Jeff Olson Work
- 2020 -now CEO @
- 2010 -2020 President @ Olson Wealth Management LLC
- 2002 -2010 Financial Advisor @ Morgan Stanley Smith Barney
- 1995 -2001 General Manager @
Jeff Olson Education
- Virginia Tech
MBA (Finance)
1988-1991 - Creighton University
Bachelor of Science in Business Administration - BSBA (Accounting)
1979-1983
Jeff Olson Skills
- Wealth Management
- Securities
- Retirement Planning
- Financial Analysis
- Strategic Planning
- Series 7
- Accounting
- Budgets
- Financial Modeling
- Insurance
- Financial Reporting
- Finance
- Customer Service
- Project Management
- Internal Medicine
- Team Building
- Strategy
Jeff Olson Summary
- Jeff Olson, based in Rockville, MD, US, is currently a CEO at Ascent Wealth Strategies Group, LLC. Jeff Olson brings experience from previous roles at Olson Wealth Management LLC, Morgan Stanley Smith Barney and Cable One. Jeff Olson holds a 1988 - 1991 MBA in Finance @ Virginia Tech. With a robust skill set that includes Wealth Management, Securities, Retirement Planning, Financial Analysis, Strategic Planning and more. Jeff Olson has 1 emails and 1 mobile phone numbers on RocketReach.
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