Sheryl Olson Email & Phone Number
Financial Advisor, Shareholder @ The Partners Group
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Sheryl Olson Location
- Portland, OR, US
Sheryl Olson Work
- 2006 -now Financial Advisor, Shareholder @
- 2006 -2011 Financial Advisor, Vice President @
- 1994 -2006 Financial Advisor, Vice President @ IPA Financial Advisors, Inc.
- 1991 -1994 Financial Planner @ IDS Financial Services
- 1986 -1990 Director, Therapeutic Foster Care Program @ Eastern Nebraska Community Office of Mental Health
- 1986 -1986 Practicum Student @ Pioneer Hi-Bred International, Inc.
- 1984 -1986 Counselor @
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
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.
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Top The Partners Group Employees
Carrie Maerz
Corporate Compliance Analyst
McMinnville, 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
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Jake Shafer
Chief Financial Officer
Portland, OR, US
K.c. Mink
Partner, Member, Board of Directors
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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
Brad Nantz
President
Portland, OR, US
Steve Judy
Managing Director of Operations - Boise
Meridian, ID, US
Karla Thommen
Managing Director of People Operations
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Jean Shearer
Partner and Consultant
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