Steve Olsen Email & Phone Number
Regional Vice President @ Avantax
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Steve Olsen Location
- Boston, MA, US
Steve Olsen Work
- Regional Vice President @ (April 2026 - Present)
- Regional Director at Avantax Wealth Management @ (December 2024 - April 2026)
- Registered Paraplanner @ (August 2023 - December 2024)
- Senior Relationship Manager @ (September 1997 - May 2023)
- Inside Wholesaler, National Sales Desk @ Colonial Management, Boston, MA (May 1996 - September 1997)
- Account Executive, Dealer Marketing Sales @ New England Funds, Boston, MA (September 1995 - May 1996)
- Registered Representative @ Scudder, Stevens and Clark, Boston, MA (November 1993 - September 1995)
Steve Olsen Education
- Suffolk University
BS-Political Science (Government and History)
1988-1993
Steve Olsen Skills
- 401k
- Account Management
- Alternative Investments
- Asset Allocation
- Asset Management
- Asset Managment
- B2B
- Business Development
- Business Planning
- Client Relations
- Communication
- Direct Sales
- ETFs
- FINRA
- Finance
- Financial Advisory
- Financial Services
- Fixed Annuities
- Insurance
- Internal Sales
- Interpersonal Skills
- Investment Strategies
- Investments
- Leadership
- Licensing
- Marketing
- Marketing Strategy
- Mutual Funds
- Presentations
- Relationship Management
- Retirement
- SMA
- Sales
- Sales Management
- Sales Operations
- Sales Process
- Sales and Marketing
- Salesforce.com
- Selling
- Series 6
- Series 63
- Series 7
- Social Media Marketing
- Strategic Partnerships
- Strategy
- Microsoft Office
- New Business Development
Steve Olsen Summary
- Steve Olsen, based in Boston, MA, US, is currently a Regional Vice President at Avantax. Steve Olsen brings experience from previous roles at Avantax, Ameriprise Financial Services, LLC, Putnam Investments and Colonial Management, Boston, MA. Steve Olsen holds a 1988 - 1993 BS-Political Science in Government and History @ Suffolk University. With a robust skill set that includes 401k, Account Management, Alternative Investments, Asset Allocation, Asset Management and more. Steve Olsen has 2 emails and 2 mobile phone numbers on RocketReach.
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