Kyle Olson, Cfa, Caia

Kyle Olson, Cfa, Caia Email and Phone Number

Deputy Chief Investment Officer @ flexPATH Strategies
Aliso Viejo, CA, US
Kyle Olson, Cfa, Caia's Location
New York, New York, United States, United States
Kyle Olson, Cfa, Caia's Contact Details

Kyle Olson, Cfa, Caia personal email

About Kyle Olson, Cfa, Caia

I talk any and all things investment-related within retirement plans to clients & prospects.

Kyle Olson, Cfa, Caia's Current Company Details
flexPATH Strategies

Flexpath Strategies

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Deputy Chief Investment Officer
Aliso Viejo, CA, US
Website:
flexpathstrategies.com
Employees:
36
Kyle Olson, Cfa, Caia Work Experience Details
  • Flexpath Strategies
    Deputy Chief Investment Officer
    Flexpath Strategies
    Aliso Viejo, Ca, Us
    View
  • Nfp Retirement Division
    Director, Investments
    Nfp Retirement Division May 2023 - Present
    Aliso Viejo, Ca, Us
    View
  • Retirement Plan Advisory Group
    Investment Analyst
    Retirement Plan Advisory Group Feb 2011 - May 2023
    Aliso Viejo, Ca, Us
    View
  • Nfp
    Investment Advisor
    Nfp Feb 2011 - May 2023
    New York, New York, Us
    View
  • 401(K) Advisors
    Summer Intern
    401(K) Advisors Jun 2010 - Aug 2010
    Aliso Viejo, Ca, Us
    • Generated reports for our plan consultants for defined benefit and defined contribution retirement plans• Provided specific information to consultants regarding investment due diligence, fiduciary plan reviews, and benchmarking data• Led a presentation/discussions on Qualified Automatic Contribution Arrangements (QACA), automatic enrollment, and ETFs.
    View
  • Bkk Sports
    Summer Intern
    Bkk Sports May 2009 - Sep 2009
    2009 ­ August 2009 · Arranged portfolios for newly acquired clients entering the 2009 Major League Baseball Amateur Draft · Created a database of the entire 2008 and 2009 Amateur Draft including over 3,000 draftees and researched their future plans · Traveled to client's houses in order to facilitate the negotiations with various Major League Baseball organizations

Kyle Olson, Cfa, Caia Skills

Investments Due Diligence Leadership Investment Advisory

Kyle Olson, Cfa, Caia Education Details

  • University Of Pennsylvania
    University Of Pennsylvania
    Economics
  • Fullerton College
    Fullerton College
    Business Administration
  • John F. Kennedy High School
    John F. Kennedy High School

Frequently Asked Questions about Kyle Olson, Cfa, Caia

What company does Kyle Olson, Cfa, Caia work for?

Kyle Olson, Cfa, Caia works for Flexpath Strategies

What is Kyle Olson, Cfa, Caia's role at the current company?

Kyle Olson, Cfa, Caia's current role is Deputy Chief Investment Officer.

What is Kyle Olson, Cfa, Caia's email address?

Kyle Olson, Cfa, Caia's email address is ky****@****pag.com

What schools did Kyle Olson, Cfa, Caia attend?

Kyle Olson, Cfa, Caia attended University Of Pennsylvania, Fullerton College, John F. Kennedy High School.

What skills is Kyle Olson, Cfa, Caia known for?

Kyle Olson, Cfa, Caia has skills like Investments, Due Diligence, Leadership, Investment Advisory.

Who are Kyle Olson, Cfa, Caia's colleagues?

Kyle Olson, Cfa, Caia's colleagues are Betsy Lockwood, Knnin "kc" C., Dustin Elliot, Niki Cassedy, Vince Giovinazzo, Kellen M. Foley, Cfa, Matt Giovinazzo, Cfa.

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