Karissa Olalde
Insurance Specialist, Operations Manager
- Role
- Insurance Specialist & Operations Manager at Mackeson Advisory
- Location
- Bend, OR, US
- LinkedIn followers
- 500 followers
About Karissa Olalde
Dynamic and results-driven professional with extensive experience in management, client…
Experience
Insurance Specialist & Operations Manager
Feb 2022 — Present · Bend, OR, US
Dedicated to delivering a seamless blend of operational excellence and client-focused service at Mackeson Advisory. Specializes in aligning complex financial and insurance strategies with personalized client experiences, ensuring every interaction is accurate, timely, and meaningful. Plays a pivotal role in bridging clients’ unique needs with tailored wealth management and insurance solutions.Oversees everything from day-to-day operations and account management to developing insurance planning strategies that support long-term financial goals. Combines strategic insight with a warm, approachable style to foster trust and confidence, helping clients feel informed, supported, and empowered throughout their financial journey.Securities offered through LPL Financial. Member FINRA/SIPC. Investment advice offered through Stratos Wealth Partners, a registered investment advisor. Stratos Wealth Partners, Mackeson Advisory and LPL Financial are separate entities.
Education
University of Oregon
Bachelor’s Degree
2012 — 2018
Sonoma Valley High School
General Studies
2008 — 2012
Find verified contacts for anyone on LinkedIn
Unifers gives sales teams verified emails and direct dials, enriched profiles, and outreach that lands in the inbox.
Free plan included · No credit card required
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.