Linda Olson Email & Phone Number
Co-Founder, Executive Coach
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Linda Olson Location
- United States
Linda Olson Work
- 2017 -now Co-Founder, Executive Coach @ M+L Advisors
- 2025 -now Board Member @
- 2023 -now Board Member @
- 2022 -now Board Member @
- 2021 -2022 Board Member @
- 2012 -2017 Managing Director, Client Manager @
- 2011 -2012 Director of Investment Strategy @ Highland Private Wealth Management
- 2007 -2010 Senior Vice President, Investments @
- 2005 -2007 Vice President, Portfolio Manager @ Bank of America -- Private Bank
- 1996 -2005 Vice President, Senior Portfolio Manager @ WM Advisors
- now Manager, Business Valuation Consulting @
Linda Olson Education
- Institute for Professional Excellence in Coaching (iPEC)
Certified Professional Coach (Executive Coaching)
2017-2018 - University of Washington, Michael G. Foster School of Business
Bachelor of Arts (B.A.) (Phi Beta Kappa (honor society for the liberal arts and sciences), Beta Gamma Sigma (honor society for business))
- CFA Institute
Chartered Financial Analyst
- Wharton School of Business
Executive Education Program/Finance (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
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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