Katie Olson Email & Phone Number
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Katie Olson Location
- Dallas, TX, US
Katie Olson Work
- 2022 -now Owner @
- 2021 -2022 Vice President - Wealth Management @
- 2017 -2021 Vice President, Client Advisor @
- 2013 -2017 Banker Associate @
- 2013 -2013 Analyst @
- 2011 -2013 Capital Analyst @
- 2010 -2010 Student Assistant to the Personal Financial Planning Program Director @
- 2010 -2010 Capital Strategist Team Intern @
- 2008 -2010 Red to Black Coordinator @
- 2008 -2008 Intern @ Genesis Wealth Management
Katie Olson Education
- Texas Tech University
Bachelor's (Personal Financial Planning)
2007-2010
Katie Olson Skills
- Strategic Financial Planning
- Financial Planners
- Investments
- Retirement Planning
- Financial Analysis
- Microsoft Excel
- Risk Management
- Finance
- Estate Planning
- Strategic Financial
- Insurance
Katie Olson Summary
- Katie Olson, based in Dallas, TX, US, is currently a Owner at Provision Family Office Solutions. Katie Olson brings experience from previous roles at UBS, J.P. Morgan and Tolleson Wealth Management. Katie Olson holds a 2007 - 2010 Bachelor's in Personal Financial Planning @ Texas Tech University. With a robust skill set that includes Strategic Financial Planning, Financial Planners, Investments, Retirement Planning, Financial Analysis and more. Katie Olson has 2 emails and 3 mobile phone numbers on RocketReach.
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