Lance Olson Email & Phone Number
Wealth Management Advisor @ TIAA
5 free lookup(s). No credit card required.
If you need more lookups,
subscriptions start at $34 USD/month.
Lance Olson Location
- Fargo, ND, US
Lance Olson Work
- Wealth Management Advisor @ (December 2016 - Present)
- Financial Solutions Advisor @ (September 2014 - November 2016)
- Financial Advisor @ (September 2011 - August 2014)
- PASS Associate @ (December 2010 - September 2011)
- Tax Associate @ Pinnacle Taxx, Inc (November 2009 - November 2010)
- Recruiter and Sales Leader @ (August 2008 - September 2009)
- Student Manager @ (March 2006 - August 2008)
- President @ ASU FMA (January 2007 - January 2008)
- Teller @ (October 2006 - April 2007)
Lance Olson Education
- Landmark
(Curriculum for Living)
2010-2014 - BNI-MSP 2013-2013
- Arizona State University, W. P. Carey School of Business
Bachelor's degree (Marketing)
2005-2008 - Century High School
Lance Olson Skills
- Leadership
- Training
- Sales
- Finance
- Management
- Series 7
- Strategic Planning
- Sales Management
- Financial Services
- Direct Sales
- Networking
- Analysis
- Retirement Planning
- Time Management
- Sales Presentations
- Building Relationships
- Account Management
- Talent Management
- Customer Service
- Investments
- Tax
- Editing
- Cold Calling
- New Business Development
- Research
- Golf
- Music
- Travel
- Solutions
- PowerPoint
- Financial Reporting
- Fitness
Lance Olson Summary
- Lance Olson, based in Fargo, ND, US, is currently a Wealth Management Advisor at TIAA. Lance Olson brings experience from previous roles at Bank of America Merrill Lynch, Edward Jones and Pinnacle Taxx, Inc. Lance Olson holds a 2010 - 2014 Landmark. With a robust skill set that includes Leadership, Training, Sales, Finance, Management and more. Lance Olson has 2 emails and 7 mobile phone numbers on RocketReach.
Looking for a different Lance Olson?
Find contact details for 700 million professionals.
Others Named Lance Olson
Lance Olson
General Manager, Customer Advocacy - United States Growth Accounts
Minneapolis, MN, US
Lance Olson
Director of Public Works
Las Vegas, NV, US
Lance Olson
Wealth Management Advisor
Fargo, ND, US
Lance Olson
Chief Financial Officer
Bismarck, North Dakota, United States
Top TIAA Employees
Thasunda Duckett
President and CEO
New York, NY, US
Daniel Conmy
Managing Director of Higher Education Sales | TIAA
New York, NY, US
Chris Lynch
President- TIAA Tuition Financing, Inc.
Charlotte, NC, US
Julie Moog
Managing Director, Head of AI Transformation
New York, NY, US
Tonya Brandon
COO, Global Real Estate
Charlotte, NC, US
Wen-Fu Wu
Deputy Chief Investment Officer and Head of Fixed Income
New York, NY, US
Kourtney Gibson
Chief Executive Officer, Retirement Solutions
Charlotte, NC, US
G2 Crowd Trusted
300K+ Plugin Users
© 2026 RocketReach.co