Joseph Olson Email & Phone Number
Chief Operations Officer @ Luminate Wealth Management & Insurance Services | Private Client Group | Northwestern Mutual
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Joseph Olson Location
- Irvine, CA, US
Joseph Olson Work
- Chief Operations Officer @ (October 2022 - Present)
Joseph Olson Education
- UC Irvine
Bachelor of Science - BS (Mathematics)
2009-2012
Joseph Olson Skills
- Coaching
- Financial Analysis
- Financial Planning
- Leadership
- Portfolio Management
- Process Improvement
- Project Management
- Retirement Planning
- Wealth Management
Joseph Olson Summary
- Joseph Olson, based in Irvine, CA, US, is currently a Chief Operations Officer at Luminate Wealth Management & Insurance Services. Joseph Olson holds a 2009 - 2012 Bachelor of Science - BS in Mathematics @ UC Irvine. With a robust skill set that includes Coaching, Financial Analysis, Financial Planning, Leadership, Portfolio Management and more. Joseph Olson has 2 emails and 1 mobile phone numbers on RocketReach.
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