Nicholas Olesen Email & Phone Number

Principal @ Kathmere Capital Management

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Nicholas Olesen Location

King of Prussia, PA, US

Nicholas Olesen Work

2016 - now Principal @ Kathmere Capital Management
2010 - 2016 Partner and Private Wealth Manager @ Olesen Wealth Management / The Philadelphia Group
2006 - 2010 Financial Advisor, Chartered Retirement Planning Counselor @ Financial Services Company
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2000 - 2005 Junior Associate @ Corporate Financial Advisors

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Nicholas Olesen Education

The University of Chicago Booth School of Business
Certified Private Wealth Advisor ® Certification
2017 - 2018
College for Financial Planning
Certified Financial Planner Certfication Program (Financial Planning)
2010 - 2011
JMU College of Business
Bachelor of Science (Economics)

Nicholas Olesen Skills

Certified Financial Planner
Financial Planners
Personal Financial Planning

Wealth Management Services
Strategic Financial Planning
Strategy
High Net Worth Individuals
Investment Advisory
Holistic Financial Planning
Retirement Plan Consulting

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Nicholas Olesen Summary

Nicholas Olesen, based in King of Prussia, PA, US, is currently a Principal at Kathmere Capital Management. Nicholas Olesen brings experience from previous roles at Olesen Wealth Management / The Philadelphia Group, Ameriprise Financial Services, Inc. and Corporate Financial Advisors. Nicholas Olesen holds a 2017 - 2018 Certified Private Wealth Advisor ® Certification @ The University of Chicago Booth School of Business. With a robust skill set that includes Certified Financial Planner, Financial Planners, Personal Financial Planning, Wealth Management Services, Strategic Financial Planning and more. Nicholas Olesen has 1 emails on RocketReach.

Nicholas Olesen Emails

Found 1 emails

@kathmere.com

Nicholas Olesen Phone Numbers

Found 1 phone numbers

215353XXXX

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