Kristie Olsen
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Kristie Olsen Email & Phone Number

Channel Lead, Strategic Relationships at Jackson at Jackson
Location: Greater Richmond Region, United States, United States 7 work roles 1 school
1 work email found @jackson.com 1 phone found area 410 LinkedIn matched
✓ Verified Jun 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email · 1 phone

Work email k****@jackson.com
Direct phone (410) ***-****
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
Role
Channel Lead, Strategic Relationships at Jackson
Location
Greater Richmond Region, United States, United States
Company size

Who is Kristie Olsen? Overview

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Quick answer

Kristie Olsen is listed as Channel Lead, Strategic Relationships at Jackson at Jackson, a company with 2702 employees, based in Greater Richmond Region, United States, United States. AeroLeads shows a work email signal at jackson.com, phone signal with area code 410, and a matched LinkedIn profile for Kristie Olsen.

Kristie Olsen previously worked as Vice President, Channel Lead, Strategic Relationships at Jackson and Director, National Account Manager at Legg Mason (Acquired By Franklin Templeton). Kristie Olsen holds Bachelor Of Science (B.S.), Business Education from Virginia Tech.

Company email context

Email format at Jackson

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{first}.{last}@jackson.com
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AeroLeads found 1 current-domain work email signal for Kristie Olsen. Compare company email patterns before reaching out.

Profile bio

About Kristie Olsen

Results-oriented leader of the Independent Channel National Accounts team. Demonstrated history of building and executing robust partnerships with several of the largest Independent broker-dealers in the financial services industry. Extensive background in relationship and account management, achieving strong sales results, creating and implementing successful business plans, and leading and collaborating on initiatives to accelerate growth. Leadership expertise on the annuity, asset management, and intermediary sides of the business offering a comprehensive and unique perspective.Core Competencies: Leadership/Coaching, Relationship Management, Strategic Partnerships, Key Account Growth, Navigating Complex Organizations, Consultative Selling, Diversity & Inclusion Advocate, Engaging Presentation Style, Financial Services.

Listed skills include Mutual Funds, Series 7, Asset Management, Wealth Management, and 15 others.

Current workplace

Kristie Olsen's current company

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Jackson
Jackson
Channel Lead, Strategic Relationships at Jackson
lansing, michigan, united states
Website
Employees
2702
AeroLeads page
7 roles

Kristie Olsen work experience

A career timeline built from the work history available for this profile.

Vice President, Channel Lead, Strategic Relationships

Current

- Lead the Independent Channel National Accounts team* Awarded 2023 Key Account Manager of the Year

Nov 2020 - Present

Director, National Account Manager

Baltimore, Maryland

  • Identified, developed and closed new business opportunities with product decision makers and due diligence teams to secure Legg Mason platform placement for Mutual Funds, Separately Managed Accounts, Exchange Traded.
  • Cultivated and strengthened relationships with client executives at leading Wirehouse, Independent and Private Bank firms to promote Legg Mason’s investment strategies and increase assets under management.
  • Created business plan and execution strategies based on the objectives of each account and best opportunities for engagement.
  • Negotiated revenue sharing, partnership, data and educational sponsorship agreements.* Exceeded sales goal 11 out of 12 years.* Top Performing Retail National Account Manager for Sales vs. Goal (FY20) = +52% vs. goal*.
Jul 2009 - Aug 2020

First Vice President, Head Of Relationship Management Group

Wachovia Securities (Predecessor Firm To Wells Fargo Advisors)

Richmond, Virginia

  • Built, led and managed a team of 7 to oversee relationships with 100+ third-party asset managers across Mutual Funds, Annuities, Separately Managed Accounts, Exchange Traded Funds, Unit Investment Trusts, Offshore.
  • Executed strategic partnerships between asset managers and multiple departments and distribution channels of the firm.
  • Managed all aspects of revenue sharing and omnibus/networking fees including negotiations, contracts, and billing.* Responsible for internal and external communications, analytics and reporting relating to third-party.
  • Supervised conference and training sponsorships, budget and partner content for 50+ events a year.
Apr 2003 - Apr 2008

First Vice President, Manager, Mutual Fund Product Marketing

Wachovia Securities (Predecessor Firm To Wells Fargo Advisors)

Richmond, Virginia

  • Responsible for managing a team of 3 overseeing all relationship management, product management, and marketing initiatives for Mutual Funds, and 529 College Saving Plans across four distribution channels.
  • Oversight of a 6-person Product Sales Desk receiving inbound calls from 10,000 Financial Advisors across all products.
  • Developed and implemented Financial Advisor marketing initiatives, conference and educational sponsorships, revenue sharing negotiations and oversight, and business planning.
Jan 2001 - Apr 2003

Vice President, Associate Mutual Fund Manager

Wachovia Securities (Predecessor Firm To Wells Fargo Advisors)

Richmond, Virginia

  • Developed and implemented Financial Advisor marketing initiatives, conference and educational sponsorships.
  • Delivered product and marketing training to new Financial Advisor recruits joining the firm.
Oct 1998 - Dec 2000

Investment Officer, Retail Investment Product Manager, Crestar Securities

Crestar (Predecessor Firm To Suntrust)

Richmond, Virginia

  • Managed selection process for third party and proprietary mutual funds ensuring suitability.
  • Supported the sales and marketing programs for Mutual Funds and Annuities.
  • Analyzed sales results and developed business forecasts and project plans.
  • Co-designed and launched licensed retail platform program.
Apr 1996 - Sep 1998
Team & coworkers

Colleagues at Jackson

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1 education record

Kristie Olsen education

FAQ

Frequently asked questions about Kristie Olsen

Quick answers generated from the profile data available on this page.

What company does Kristie Olsen work for?

Kristie Olsen works for Jackson.

What is Kristie Olsen's role at Jackson?

Kristie Olsen is listed as Channel Lead, Strategic Relationships at Jackson at Jackson.

What is Kristie Olsen's email address?

AeroLeads has found 1 work email signal at @jackson.com for Kristie Olsen at Jackson.

What is Kristie Olsen's phone number?

AeroLeads has found 1 phone signal(s) with area code 410 for Kristie Olsen at Jackson.

Where is Kristie Olsen based?

Kristie Olsen is based in Greater Richmond Region, United States, United States while working with Jackson.

What companies has Kristie Olsen worked for?

Kristie Olsen has worked for Jackson, Legg Mason (Acquired By Franklin Templeton), Wachovia Securities (Predecessor Firm To Wells Fargo Advisors), and Crestar (Predecessor Firm To Suntrust).

Who are Kristie Olsen's colleagues at Jackson?

Kristie Olsen's colleagues at Jackson include Sandy Cameron, Raquel Sewell, Jessika Hebert, Austin Bowen, and Donna Allardice.

How can I contact Kristie Olsen?

You can use AeroLeads to view verified contact signals for Kristie Olsen at Jackson, including work email, phone, and LinkedIn data when available.

What schools did Kristie Olsen attend?

Kristie Olsen holds Bachelor Of Science (B.S.), Business Education from Virginia Tech.

What skills is Kristie Olsen known for?

Kristie Olsen is listed with skills including Mutual Funds, Series 7, Asset Management, Wealth Management, Asset Allocation, Financial Services, Relationship Management, and Investment Advisory.

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