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Kyle Olson, Cfa, Caia Email & Phone Number

Deputy Chief Investment Officer at flexPATH Strategies
Location: New York, United States 6 work roles 3 schools
1 work email found @nfp.com LinkedIn matched
✓ Verified Jul 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email

Work email k****@nfp.com
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Current company
flexPATH Strategies
Role
Deputy Chief Investment Officer
Location
New York, United States
Company size
36 employees

Who is Kyle Olson, Cfa, Caia? Overview

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Quick answer

Kyle Olson, Cfa, Caia is listed as Deputy Chief Investment Officer at flexPATH Strategies, a with 36 employees, based in New York, United States. AeroLeads shows a work email signal at nfp.com and a matched LinkedIn profile for Kyle Olson, Cfa, Caia.

Kyle Olson, Cfa, Caia previously worked as Director, Investments at Nfp Retirement Division and Investment Analyst at Retirement Plan Advisory Group. Kyle Olson, Cfa, Caia holds B.A., Economics from University Of Pennsylvania.

Company email context

Email format at flexPATH Strategies

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*@nfp.com
68% confidence

AeroLeads found 1 current-domain work email signal for Kyle Olson, Cfa, Caia. Compare company email patterns before reaching out.

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Profile bio

About Kyle Olson, Cfa, Caia

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

Listed skills include Investments, Due Diligence, Leadership, and Investment Advisory.

Current workplace

Kyle Olson, Cfa, Caia's current company

Company context helps verify the profile and gives searchers a useful next step.

flexPATH Strategies
Flexpath Strategies
Deputy Chief Investment Officer
Aliso Viejo, CA, US
Website
flexpathstrategies.com
Employees
36
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Company profile
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6 roles

Kyle Olson, Cfa, Caia work experience

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

Investment Advisor

Nfp

New York, New York, Us

Feb 2011 - May 2023

Summer Intern

401(K) Advisors

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.

Jun 2010 - Aug 2010

Summer Intern

Bkk Sports

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

May 2009 - Sep 2009
Team & coworkers

Colleagues at flexPATH Strategies

Other employees you can reach at flexpathstrategies.com. View company contacts for 36 employees →

JW Jenna Wood Jenna Wood Colleague at Flexpath StrategiesIrvine, California, United States View → BR Brian Roberts, Cfa Brian Roberts, Cfa Colleague at Flexpath StrategiesHampton Roads, Virginia Metropolitan Area, United States View → BL Betsy Lockwood Betsy Lockwood Colleague at Flexpath StrategiesHampton Roads, Virginia Metropolitan Area, United States View → ND Nick Della Vedova Nick Della Vedova Colleague at Flexpath StrategiesAliso Viejo, California, United States View → FH Fadel Hamed Fadel Hamed Colleague at Flexpath StrategiesOrange County, California, United States View → NC Niki Cassedy Niki Cassedy Colleague at Flexpath StrategiesIrvine, California, United States View → VG Vince Giovinazzo Vince Giovinazzo Colleague at Flexpath StrategiesAliso Viejo, California, United States View → WP Wendy Peñaloza Wendy Peñaloza Colleague at Flexpath StrategiesRancho Santa Margarita, California, United States View → MG Matt Giovinazzo, Cfa Matt Giovinazzo, Cfa Colleague at Flexpath StrategiesLaguna Niguel, California, United States View → K" Knnin Knnin "Kc" C. Colleague at Flexpath StrategiesIrvine, California, United States View →
3 education records

Kyle Olson, Cfa, Caia education

B.A., Economics

University Of Pennsylvania

Economics, Business Administration

Fullerton College

Education record

John F. Kennedy High School
FAQ

Frequently asked questions about Kyle Olson, Cfa, Caia

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

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 flexPATH Strategies?

Kyle Olson, Cfa, Caia is listed as Deputy Chief Investment Officer at flexPATH Strategies.

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

AeroLeads has found 1 work email signal at @nfp.com for Kyle Olson, Cfa, Caia at flexPATH Strategies.

Where is Kyle Olson, Cfa, Caia based?

Kyle Olson, Cfa, Caia is based in New York, United States while working with flexPATH Strategies.

What companies has Kyle Olson, Cfa, Caia worked for?

Kyle Olson, Cfa, Caia has worked for Flexpath Strategies, Nfp Retirement Division, Retirement Plan Advisory Group, Nfp, and 401(K) Advisors.

Who are Kyle Olson, Cfa, Caia's colleagues at flexPATH Strategies?

Kyle Olson, Cfa, Caia's colleagues at flexPATH Strategies include Jenna Wood, Brian Roberts, Cfa, Betsy Lockwood, Nick Della Vedova, and Fadel Hamed.

How can I contact Kyle Olson, Cfa, Caia?

You can use AeroLeads to view verified contact signals for Kyle Olson, Cfa, Caia at flexPATH Strategies, including work email, phone, and LinkedIn data when available.

What schools did Kyle Olson, Cfa, Caia attend?

Kyle Olson, Cfa, Caia holds B.A., Economics from University Of Pennsylvania.

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

Kyle Olson, Cfa, Caia is listed with skills including Investments, Due Diligence, Leadership, and Investment Advisory.

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