Peter Olson

Peter Olson Email and Phone Number

Advisory Research Consultant @ Columbia Threadneedle Investments, US
Boston, MA, US
Peter Olson's Location
Greater Boston, United States
About Peter Olson

Peter Olson is a Advisory Research Consultant at Columbia Threadneedle Investments, US.

Peter Olson's Current Company Details
Columbia Threadneedle Investments, US

Columbia Threadneedle Investments, Us

View
Advisory Research Consultant
Boston, MA, US
Website:
columbiathreadneedle.com
Employees:
2448
Peter Olson Work Experience Details
  • Columbia Threadneedle Investments, Us
    Advisory Research Consultant
    Columbia Threadneedle Investments, Us
    Boston, Ma, Us
    View
  • Columbia Threadneedle Investments, Us
    Associate Regional Investment Consultant
    Columbia Threadneedle Investments, Us Jan 2024 - Present
    Boston, Massachusetts, United States
    Working with $500m+ RIAs and Private Banks to provide consulting and product strategy assistance covering the Western half of the US.
    View
  • Columbia Threadneedle Investments, Us
    Internal Advisor Consultant
    Columbia Threadneedle Investments, Us Mar 2022 - Dec 2023
    Boston, Massachusetts, United States
    Working with intermediary sales team to identify asset capture opportunities and retain AUM. Clients range from institutional advisory firms to retail Financial Advisors.
    View
  • John Hancock
    Internal Sales Lead
    John Hancock Apr 2021 - Mar 2022
    Boston, Massachusetts, United States
    View
  • Managed Wealth Strategies
    Financial Advisor
    Managed Wealth Strategies Feb 2018 - Apr 2021
    28 Main St, Northborough Ma 01532
    View
  • Foresters Financial Services
    Financial Representative
    Foresters Financial Services Jul 2017 - Nov 2017
    View
  • Foresters Financial Services
    Financial Management Intern
    Foresters Financial Services May 2016 - Aug 2016
    View

Peter Olson Education Details

  • University Of New Hampshire
    University Of New Hampshire
    Dual Major - Finance, Financial Analytics

Frequently Asked Questions about Peter Olson

What company does Peter Olson work for?

Peter Olson works for Columbia Threadneedle Investments, Us

What is Peter Olson's role at the current company?

Peter Olson's current role is Advisory Research Consultant.

What schools did Peter Olson attend?

Peter Olson attended University Of New Hampshire.

Who are Peter Olson's colleagues?

Peter Olson's colleagues are Javier Fernandez, Paul Barrie, Matthew Stephan, Dawn Garcia, Gregory Turnbull Schwartz, Cfa, Kristi Sontag, Jeffrey Tan.

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