Linda Olson Email & Phone Number
Co-Founder, Executive Coach
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Linda Olson Location
- United States
Linda Olson Work
- Co-Founder, Executive Coach @ M+L Advisors (February 2017 - Present)
- Board Member @ (December 2025 - Present)
- Board Member @ (April 2023 - Present)
- Board Member @ (November 2022 - Present)
- Board Member @ (January 2021 - November 2022)
- Managing Director, Client Manager @ (July 2012 - October 2017)
- Director of Investment Strategy @ Highland Private Wealth Management (January 2011 - January 2012)
- Senior Vice President, Investments @ (January 2007 - January 2010)
- Vice President, Portfolio Manager @ Bank of America -- Private Bank (January 2005 - January 2007)
- Vice President, Senior Portfolio Manager @ WM Advisors (January 1996 - January 2005)
- Manager, Business Valuation Consulting @ (January 1994 - January 1996)
Linda Olson Education
- Institute for Professional Excellence in Coaching (iPEC)
Certified Professional Coach (Executive Coaching)
2017-2018 - UW Foster School of Business
Bachelor of Arts (B.A.) (Business Administration/Finance)
- CFA Institute
Chartered Financial Analyst
- The Wharton School
Executive Education Program/Finance
- College for Financial Planning
CFP
Linda Olson Skills
- Wealth Management
- Investment Advisory
- Investment Strategies
- Portfolio Management
- Equities
- Investments
- Alternative Investments
- Financial Modeling
- Investment Management
- Valuation
- Fixed Income
- Finance
- Due Diligence
- Financial Advisory
- Asset Allocation
- Executive Coaching
Linda Olson Summary
- Linda Olson, based in United States, is currently a Co-Founder, Executive Coach at M+L Advisors. Linda Olson brings experience from previous roles at MatchED, GuideTime, Drip7 Inc and instaCOVER, LLC. Linda Olson holds a 2017 - 2018 Certified Professional Coach in Executive Coaching @ Institute for Professional Excellence in Coaching (iPEC). With a robust skill set that includes Wealth Management, Investment Advisory, Investment Strategies, Portfolio Management, Equities and more. Linda Olson has 1 emails and 1 mobile phone numbers on RocketReach.
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