Alan Olsen Email and Phone Number
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Alan Olsen is the Managing Partner at Greenstein, Rogoff, Olsen & Co., LLP, (GROCO.com), a leading tax and family office advisory firm conveniently situated in Silicon Valley, in the heart of the San Francisco Bay Area. Boasting more than 40 years of industry experience, Alan is a well-respected authority in tax and family office advisory, serving the world's most successful entrepreneurs and acclaimed venture capitalists. Since 2011, Alan has lent his expertise to the American Dreams podcast, having the honor of interviewing over 2,000 notable figures, including top CEOs, venture capitalists, tech gurus, and thought leaders. These industry trailblazers share their life journey and insights on what catalyzed their individual successes.Alan's latest venture is Legacy Builders, where he is fostering a community for Family Offices and ultra-high net worth individuals. This platform allows members to collaborate on philanthropic missions and causes that resonate with them. Beyond his professional pursuits, Alan is a family man who cherishes quality time with his 7 children and 23 grandchildren. He's an avid Golden State Warriors fan who relishes the thrill of the game, and a passionate fly fisher who finds tranquility in the backcountry of Wyoming and his home state, Montana.Alan earned a B.S. in Accounting from Brigham Young University and an MBA from California State University, East Bay.
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Founder And HostThe American Dreams Show Sep 2011 - PresentThe American Dreams show was my brainchild. It was originally created to fill a specific need; often inexperienced entrepreneurs lacked basic information about raising capital and how to successfully start a business. I sincerely wanted to respond to the many requests from aspiring entrepreneurs asking for the information and introductions they needed. The American Dreams Show became the solution, first as a radio show and now with YouTube as well. Always respectful of interview guest’s time, I am able to give access to individuals information and inspiration previously inaccessible to the first-time entrepreneurs who need it most. They can listen to venture capitalists and successful business people explain first-hand, how they got to where they are, how to start a company, how to overcome challenges, how they see the future evolving, opportunities, work-life balance and so much more..Topics from guest have included:- Creating purpose in life- Building a foundation for their life- Solving problems- Finding fulfillment through philanthropy and service- Becoming self-reliant- Enhancing effective leadership- Balancing family and workThe American Dreams Show discusses many topics from some of the world's most successful individuals about their secrets to life's success.
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Managing PartnerGreenstein Rogoff Olsen & Co., Llp 1990 - PresentFremont, Ca, UsGreenstein, Rogoff, Olsen & Co., LLP is a full-service Certified Public Accounting and Multiple Family Office firm located in the Silicon Valley region of the San Francisco Bay Area. It has been consistently ranked as one of the top family office tax, strategy and advisory firms in the San Francisco Bay Area.Founded by Morey Greenstein, the practice has grown into a premier regional family office tax, strategy and advisory firm with offices in Fremont and Palo Alto. GROCO® provides strategic family office tax, strategy and advisory, financial, wealth preservation, business valuation, planning and consulting services to high net worth individuals, closely-held businesses and individuals expecting significant liquidity events. Specific expertise includes delivering these services to Venture Capital partners and individuals associated with family offices. Many named partners in the largest VC firms are long-time clients of GROCO. As Managing Partner, I have more than more than 32 years of experience in advisory services and love doing what I do every day. I like to stay in contact with our clients and build strong relationships with them to delived the ultimate possible service they need. -
Free Zone & 10X Ambition EntrepreneurStrategic Coach Sep 2018 - PresentToronto, Ontario, CaI am a participating member of the Free Zone and 10X Ambition Program with the Strategic Coach® Program, working closely with entrepreneurial coach Dan Sullivan. Strategic Coach® is a highly reputable company that has worked with over 20,000 entrepreneurs worldwide. The collective wisdom of this powerful community allows me to offer my clients great insights on how to achieve new levels of success.If you're an ambitious entrepreneur looking to achieve new levels of success, then the Strategic Coach® Program is for you. With over 20,000 entrepreneurs worldwide having benefited from their expertise, this program has a proven track record of helping people achieve their dreams. I'm an active member of the Free Zone and 10X Ambition Program with Strategic Coach®, and I can tell you firsthand that their approach is second to none. If you're looking for an edge in today's competitive environment, then the Strategic Coach® Program is definitely worth considering. -
Member Board Of TrusteesSouthern Virginia University Sep 2018 - Jun 2024Buena Vista, Virginia, UsI am serving on the Board of Trustees at the fastest growing private university in the country. Southern Virginia University with its personalized mentoring from outstanding professors, they combine an excellent liberal arts core education with the student's choice of major, minor, concentration, or advisement track. -
ManagerDeloitte 1987 - 1990Worldwide, OoA story that matters and at Deloitte, they believe that they are only as good as the good they do. All the facts and figures that talk to their size and diversity and years of history, as notable and important as they may be, are secondary to the truest measure of Deloitte: The impact they make in the world.So, when people ask, “What’s different about Deloitte?” the answer resides in the many specific examples of where I have helped Deloitte member firm clients, their people, and sections of society to achieve remarkable goals, solve complex problems, or make meaningful progress. Deeper still, it’s in the beliefs, behaviors, and fundamental sense of purpose that underpin all that they do.Building on more than 175 years of service, their network of member firms spans more than 150 countries and territories. Together, Deloitte’s more than 330,000 people worldwide make an impact that matters. I have worked at Deloitte as a Tax Manager and have had a great time with big learnings! -
Internal Revenue AgentInternal Revenue Service Jul 1984 - Jan 1987Washington, District Of Columbia, UsAs an Internal Revenue Agent, I have been a proactive decision-maker, working with customers, businesses, CFOs, CEOs and the legal and financial communities. I was able to leverage the latest data management systems and was responsible for planning and conducting onsite examinations. On a regularly basis, I have worked with taxpayers; their representatives, certified public accountants and tax attorneys.
Alan Olsen Skills
Alan Olsen Education Details
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Brigham Young University Marriott School Of BusinessAccounting -
California State University - East BayTax
Frequently Asked Questions about Alan Olsen
What company does Alan Olsen work for?
Alan Olsen works for The American Dreams Show
What is Alan Olsen's role at the current company?
Alan Olsen's current role is Family Office Advisor | Strategic Tax Advisor | Philanthropist.
What is Alan Olsen's email address?
Alan Olsen's email address is o.****@****ogy.com
What is Alan Olsen's direct phone number?
Alan Olsen's direct phone number is +151079*****
What schools did Alan Olsen attend?
Alan Olsen attended Brigham Young University Marriott School Of Business, California State University - East Bay.
What skills is Alan Olsen known for?
Alan Olsen has skills like Leadership, Auditing, Restructuring, Cpa, Financial Planners, Income Tax, Accounting, Cash Flow, Debt Restructuring, International Tax, Mergers, Corporate Finance.
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