Raymond Olmo Email & Phone Number
Founder and Board Chair @ TRUST-CFO
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Raymond Olmo Location
- Granite Bay, CA, US
Raymond Olmo Work
- 2009 -now Founder and Board Chair @
- 2018 -now Board of Advisors @
- 2007 -2009 Managing Director @ PenCal Administrators
- 1990 -2009 Owner and President @ RF Olmo & Associates, Inc.
Raymond Olmo Education
- CSU Chico
BS (Finance)
1986-1989
Raymond Olmo Skills
- Trusts
- Asset Protection
- Estate Planning
- Retirement Planning
- Trust Services
- Estate Tax Planning
- Business
- Wealth Preservation Planning
- Trust Management
- Strategic Consulting
- Executive Compensation Planning
- Irrevocable Life Insurance Trusts
- Trust
- Trust Asset Management
- Trust Adviser
- Trusted Advisor
- Trust Protector Services
- Executive Benefits
- Deferred Compensation Structures
- Strategic Retirement Planning
- Credit Insurance
- Buy-Sell Arrangements
- Business Transfer
- Buy-Sell
- Buy Sell Arrangements
- Team Building
- Social Media
- Buy Sell
- Strategy
- Microsoft Office
- Entrepreneurship
- Startups
- Business Strategy
- Finance
- Retirement
- Non Qualified Deferred Compensation
- Deferred Compensation
- Wealth Preservation
- Golfers
- Cigars
- Risk Management
- Compensation Planning
- TPA
Raymond Olmo Summary
- Raymond Olmo, based in Granite Bay, CA, US, is currently a Founder and Board Chair at TRUST-CFO. Raymond Olmo brings experience from previous roles at Dollar Dollar Dollar, PenCal Administrators and RF Olmo & Associates, Inc.. Raymond Olmo holds a 1986 - 1989 BS in Finance @ CSU Chico. With a robust skill set that includes Trusts, Asset Protection, Estate Planning, Retirement Planning, Trust Services and more. Raymond Olmo has 3 emails and 2 mobile phone numbers on RocketReach.
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