Melissa Olszak's Location

Portsmouth, NH, US

Melissa Olszak's Education

  • Bentley University

    Master of Science (MS)

    2002 - 2003
  • Bentley University

    Bachelor of Science (BS)

    1999 - 2002

Melissa Olszak's Skills

  • Estate Planning
  • Cash Flow Forecasting
  • Cash Flow Management
  • Relationship Management
  • Family Wealth Education and Governance
  • Reporting
  • Strategic Planning
  • Tax Planning
  • Insurance
  • Financial Services

Melissa Olszak's Summary

Melissa Olszak, based in Portsmouth, NH, US, is currently a Partner at Lake Street Advisors. Melissa Olszak holds a 2002 - 2003 Master of Science (MS) @ Bentley University. With a robust skill set that includes Estate Planning, Cash Flow Forecasting, Cash Flow Management, Relationship Management, Family Wealth Education and Governance and more, Melissa Olszak contributes valuable insights to the industry. Melissa Olszak has 3 emails and 1 mobile phone number on RocketReach.

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