Nicholas Olson Email & Phone Number
Director, Associate Wealth Advisor @ Weiss, Hale & Zahansky Strategic Wealth Advisors
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Nicholas Olson Location
- Boston, MA, US
Nicholas Olson Work
- Director, Associate Wealth Advisor @ (March 2025 - Present)
- Financial Services Associate @ (October 2024 - March 2025)
- Investment Solutions Representative II (Fixed Income Specialist) @ (November 2023 - October 2024)
- Investment Solutions Represenatative @ (April 2023 - November 2023)
- High Net Worth Associate @ (September 2022 - April 2023)
- Customer Relationship Advocate @ (November 2021 - September 2022)
- Shipping and Receiving Specialist @ (July 2021 - November 2021)
Nicholas Olson Education
- Johnson & Wales University
Bachelor of Science - BS (Finance, General)
2022-2026 - Ponaganset High School
High School Diploma (Business Administration and Management, General)
2016-2020
Nicholas Olson Skills
- Accounting
- Business Development
- Client Relations
- Communication
- Customer Service
- Entrepreneurship
- Equity Trading
- Finance
- Financial Transaction Processing
- Fixed-Income Investing
- Forklift Operation
- Investment Management
- Marketing
- Microsoft Excel
- New Business Development
- Social Media Marketing
- Trading
Nicholas Olson Summary
- Nicholas Olson, based in Boston, MA, US, is currently a Director, Associate Wealth Advisor at WHZ Strategic Wealth Advisors. Nicholas Olson brings experience from previous roles at Raymond James and Fidelity Investments. Nicholas Olson holds a 2022 - 2026 Bachelor of Science - BS in Finance, General @ Johnson & Wales University. With a robust skill set that includes Accounting, Business Development, Client Relations, Communication, Customer Service and more. Nicholas Olson has 1 emails on RocketReach.
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