Kathryn Olson

About Kathryn Olson

Kathryn Olson is a member of the Summit team serving as a Client Service Specialist – previously she served as a finance intern for the firm. Kathryn is responsible for client communications, coordinating meetings and management of client follow-through. She maintains daily operations, assisting internal team members with communications and reporting. Kathryn earned a Bachelor of Business Administration, Finance from Towson University. She served as public relations vice president for Alpha Xi Delta and was a student member of the National Society of Collegiate Scholars.The financial consultants at Summit Financial are registered representatives with and securities offered through LPL Financial, member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to ‘Contact and Personal Info’ section above. Securities and Advisory Services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.For a list of states in which the financial consultants affiliated with Summit Financial are registered to do business, please visit

Experience

1. Financial Planning Assistant

   Summit Financial - Maryland

   Jan 2021 — Present · Hunt Valley, MD, US

Education

• Towson University

  Bachelor's degree, Finance, General

  2014 — 2018

Skills

• Hyperion
• Customer Service
• Sap
• Public Relations
• Marketing
• Leadership
• Sap Netweaver Business Warehouse (Sap Bw)
• Social Media
• Microsoft Excel
• Microsoft Word