Sheryl Olson Email & Phone Number
Financial Advisor, Shareholder @ The Partners Group
5 free lookup(s). No credit card required.
If you need more lookups,
subscriptions start at $34 USD/month.
Sheryl Olson Location
- Portland, OR, US
Sheryl Olson Work
- Financial Advisor, Shareholder @ (August 2006 - Present)
- Financial Advisor, Vice President @ (August 2006 - December 2011)
- Financial Advisor, Vice President @ IPA Financial Advisors, Inc. (April 1994 - August 2006)
- Financial Planner @ IDS Financial Services (March 1991 - April 1994)
- Director, Therapeutic Foster Care Program @ Eastern Nebraska Community Office of Mental Health (October 1986 - September 1990)
- Practicum Student @ Pioneer Hi-Bred International, Inc. (January 1986 - June 1986)
- Counselor @ (May 1984 - January 1986)
Sheryl Olson Education
- University of Nebraska at Omaha
MSW (Social Work)
1984-1986 - University of Nebraska at Omaha
BSSW (Social Work)
1982-1984 - North Park University
(Psychology)
1980-1982 - The American College of Financial Services
ChFC (Financial Services)
Sheryl Olson Skills
- Leadership
- Estate Planning
- College Education Planning
- Holistic Financial
- Personal Tax Planning
- College Education
- Qualified Retirement
- Distribution Strategies
- Coordination Of Financial Professionals
- Retirement Planning
- Establish And Maintain Long Term Client Relationships
- Chartered Financial
- Asset Allocation
- Alternative Investment Strategies
- Cash Flow Management
- Wealth Management
- Life Insurance
- Qualified Retirement Plans
- Investment Strategies
- Microsoft Word
- Risk Management
- Financial Goals
- Marketing
- Microsoft Excel
- Establish And Maintain
- Disability Insurance
- Holistic Financial Planning
- Financial Analysis
- Project Planning
- Chartered Financial Consultant
- Long Term Care Insurance
- Alternative Investment
Sheryl Olson Summary
- Sheryl Olson, based in Portland, OR, US, is currently a Financial Advisor, Shareholder at The Partners Group. Sheryl Olson brings experience from previous roles at The Partners Group, IPA Financial Advisors, Inc., IDS Financial Services and Eastern Nebraska Community Office of Mental Health. Sheryl Olson holds a 1984 - 1986 MSW in Social Work @ University of Nebraska at Omaha. With a robust skill set that includes Leadership, Estate Planning, College Education Planning, Holistic Financial, Personal Tax Planning and more. Sheryl Olson has 2 emails and 1 mobile phone numbers on RocketReach.
Looking for a different Sheryl Olson?
Find contact details for 700 million professionals.
Others Named Sheryl Olson
Sheryl Olson
Business Manager
Houston, TX, US
Sheryl Olson
Project Management
Everett, WA, US
Sheryl Olson
General Manager and Owner
Bullhead City, AZ, US
Sheryl Olson
HR Business Partner
Arlington, WA, US
Sheryl Olson
Financial Advisor, Shareholder
Portland, OR, US
Sheryl Olson
Business Systems Analyst IV
Glendale, AZ, US
Sheryl Olson
Certified Medical Assistant
United States
Sheryl Olson
Nurse Practitioner
Dacula, GA, US
Sheryl Olson
VP of TRID Conpliance
Vancouver, WA, US
Top The Partners Group Employees
Tim Anderson
Senior Director, Head of IT, Shareholder
Portland, OR, US
Jakob Lutkavage-Dvorscak
General Counsel
Portland, OR, US
Mike Gano
Managing Partner
Bellevue, WA, US
John Woolley
Managing Director of Wealth Management
Portland, OR, US
Kim Seely
Managing Director of Employer Services
Portland, OR, US
Sarah Friend
President
Portland, OR, US
Jake Shafer
Chief Financial Officer
Portland, OR, US
K.c. Mink
Partner, Member, Board of Directors
Portland, OR, US
Carrie McHale
Managing Director, Personal and Commercial Insurance
Lake Oswego, OR, US
Zach Fritz
Executive Vice President of Employer Services
Portland, OR, US
Paul Vlcek
Partner
Sammamish, WA, US
Courtney Itami
Managing Director, Sales and Marketing
Portland, OR, US
Craig Pankow
Executive Vice President--Property and Casualty
Seattle, WA, US
Brad Nantz
President
Portland, OR, US
Steve Judy
Managing Director of Operations - Boise
Meridian, ID, US
Karla Thommen
Managing Director of People Operations
Portland, OR, US
Jean Shearer
Partner and Consultant
Kirkland, WA, US
G2 Crowd Trusted
300K+ Plugin Users
© 2026 RocketReach.co