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SO

Steve Olsen

Regional Director at Avantax Wealth Management @Avantax

Boston, MA, US

EMAILS

[email protected]

MOBILE NUMBERS

+19•••••••11

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WORK HISTORY

Dec 2024 — Present

Regional Director at Avantax Wealth Management @Avantax

Boston, MA, US

SKILLS

InvestmentsFinanceSales ProcessSalesforce.comSales and MarketingSellingMarketing StrategyStrategic PartnershipsBusiness PlanningRetirementAsset ManagmentFinancial ServicesFinraAsset ManagementB2bRelationship ManagementAsset AllocationMutual FundsFixed AnnuitiesSales401kMarketingSeries 63LeadershipInvestment StrategiesAlternative InvestmentsLicensingSales OperationsSeries 6Financial AdvisorySocial Media MarketingSeries 7

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ABOUT STEVE OLSEN

I am a motivated, experienced, financial services industry professional, serving clients…

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