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
- Founder and Board Chair @ (April 2009 - Present)
- Board of Advisors @ (August 2018 - Present)
- Managing Director @ PenCal Administrators (April 2007 - April 2009)
- Owner and President @ RF Olmo & Associates, Inc. (January 1990 - April 2009)
Raymond Olmo Education
- California State University, Chico
BS (Finance)
1986-1989
Raymond Olmo Skills
- Asset Protection
- Business
- Business Transfer
- Buy-Sell
- Buy-Sell Arrangements
- Cigars
- Compensation Planning
- Credit Insurance
- Deferred Compensation
- Deferred Compensation Structures
- Estate Planning
- Estate Tax Planning
- Executive Benefits
- Executive Compensation Planning
- Finance
- Golfers
- Irrevocable Life Insurance Trusts
- Non-Qualified Deferred Compensation
- Retirement
- Retirement Planning
- Risk Management
- Strategic Consulting
- Strategic Retirement Planning
- TPA
- Trust
- Trust Adviser
- Trust Asset Management
- Trust Management
- Trust Protector Services
- Trust Services
- Trusted Advisor
- Trusts
- Wealth Preservation
- Wealth Preservation Planning
- Buy Sell Arrangements
- Team Building
- Social Media
- Buy Sell
- Strategy
- Microsoft Office
- Entrepreneurship
- Startups
- Business Strategy
- Non Qualified Deferred Compensation
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 @ California State University, Chico. With a robust skill set that includes Asset Protection, Business, Business Transfer, Buy-Sell, Buy-Sell Arrangements and more. Raymond Olmo has 3 emails and 2 mobile phone numbers on RocketReach.
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