Kathryn Olson Email & Phone Number

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.Securities offered through LPL Financial, member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to ‘Contact and Personal Info’ section above. Advisory Services or Investment advice offered through Summit Investment Advisors, Inc., a registered investment advisor and separate entity from LPL Financial. 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 www.sumfi.com.

Listed skills include Sap, Hyperion, Sap Netweaver Business Warehouse, Microsoft Excel, and 6 others.

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  Towson University

  Junior