Van Olmstead Email & Phone Number
Senior Vice President, Branch Manager
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Van Olmstead Location
- Wayne, PA, US
Van Olmstead Work
- Senior Vice President, Branch Manager @ R.F. Lafferty & Co., Inc. (January 2016 - Present)
- Senior Vice President -- Branch Manager @ Fulcrum Group, a division of R.F. Lafferty & Co., Inc. (January 2016 - Present)
- First Vice President -- Investments @ Fulcrum Securities, LLC. (September 2010 - January 2016)
- Past Lt. Governor @ (January 1983 - January 2015)
- Past Lt. Governor @ (January 1983 - January 2015)
- President @ Kiwanis Club of Wilmington DE (January 2012 - January 2014)
- Board Member @ Congregation Beth Emeth (January 2010 - January 2013)
- Board Member @ Congregation Beth Emeth (January 2010 - January 2013)
- Vice President -- Investments @ (May 2001 - October 2010)
- Assistant Vice President -- Investment Representative @ (January 1989 - March 2001)
- Investment Executive @ Alex. Brown & Sons, Incorporated (November 1983 - January 1989)
- Account Executive @ White, Weld & Company, Incorporated (December 1975 - April 1978)
- Mailroom Runner, Operations Staff @ Laird & Company, Incorporated (September 1973 - December 1975)
Van Olmstead Education
- University of Pennsylvania
AWMA (Wealth Management (Wharton))
2005-2006 - Widener University Schools of Law
(Law)
1973-1975 - West Chester University of Pennsylvania
BA (Political Science, History)
1965-1969
Van Olmstead Skills
- Account Management
- Financial Analysis
- Asset Allocation
- Securities
- Wealth Management Services
- Investments
- Wealth Management
- Series 7
- Financial Advisory
- Retirement Planning
- Finance
- Alternative Investments
- Mutual Funds
- Investment Advisory
- ETFs
- Series 63
- FINRA
- Series 24
- Investment Strategies
- Series 65
- 401k
- Asset Management
- Estate Planning
- Portfolio Management
- Retirement
- Fixed Annuities
- Strategic Financial Planning
- Equities
- Management
- Financial Services
- Financial Planning
- 401(k) Retirement Savings Plans
Van Olmstead Summary
- Van Olmstead, based in Wayne, PA, US, is currently a Senior Vice President, Branch Manager at R.F. Lafferty & Co., Inc.. Van Olmstead brings experience from previous roles at Fulcrum Group, a division of R.F. Lafferty & Co., Inc., Fulcrum Securities, LLC. and Capital District Kiwanis. Van Olmstead holds a 2005 - 2006 AWMA in Wealth Management (Wharton) @ University of Pennsylvania. With a robust skill set that includes Account Management, Financial Analysis, Asset Allocation, Securities, Wealth Management Services and more. Van Olmstead has 3 emails and 5 mobile phone numbers on RocketReach.
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