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Steve Olsen Email & Phone Number
Regional Director at Avantax Wealth Management
at
Avantax
1 work email found
@putnam.com
4 phones found area 617 and 978
LinkedIn matched
4 data sources
Profile completeness 100%
Current company
Role
Regional Director at Avantax Wealth Management
Location
Dracut, Massachusetts, United States
Company size
Who is Steve Olsen? Overview
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Quick answer
Steve Olsen is listed as Regional Director at Avantax Wealth Management at Avantax, a company with 16534 employees, based in Dracut, Massachusetts, United States. AeroLeads shows a work email signal at putnam.com, phone signal with area code 617, 978, and a matched LinkedIn profile for Steve Olsen.
Steve Olsen previously worked as Registered Paraplanner at Ameriprise Financial Services, Llc and Senior Relationship Manager at Putnam Investments. Steve Olsen holds Bs-Political Science, Government And History from Suffolk University.
Company email context
Email format at Avantax
This section adds company-level context without repeating Steve Olsen's masked contact details.
{first}_{last}@putnam.com
86% confidence
AeroLeads found 1 current-domain work email signal for Steve Olsen. Compare company email patterns before reaching out.
Profile bio
About Steve Olsen
I am a motivated, experienced, financial services industry professional, serving clients since 1993. My primary objective is building long standing relationships in helping clients reach their financial goals.
Listed skills include Mutual Funds, Financial Services, Investments, Strategic Partnerships, and 28 others.
Current workplace
Steve Olsen's current company
Company context helps verify the profile and gives searchers a useful next step.
Avantax
6 roles
Steve Olsen work experience
A career timeline built from the work history available for this profile.
Registered Paraplanner
Current
Aug 2023 - Present
Senior Relationship Manager
Senior Relationship Manager with a focus on the Independent and Bank Advisory Channels across the financial services industry, fostering business development at the Executive Level. My goals are to build long-term, consultative partnerships and to provide clients with capital markets views, financial industry trends, valued insight into Putnam's investment.
Sep 1997 - May 2023
Inside Wholesaler, National Sales Desk
Partnered with a Regional Vice-President to seek repeat fund business from new and existing producers. Cross selling advisors on investment products that will advance the sale and partnership. Worked and achieved company sales targets and sales activity goals through the coordination of field marketing support, personal initiative and persistent outbound.
May 1996 - Sep 1997
Account Executive, Dealer Marketing Sales
New England Funds, Boston, Ma
Experience in meeting the expectations and challenges of all broker/dealer environments.
Sep 1995 - May 1996
Registered Representative
Scudder, Stevens And Clark, Boston, Ma
Exceeded in meeting financial goals and objectives of individuals of all economic levels.Member of the Scudder Abandoned Properties Project Team.
Nov 1993 - Sep 1995
Team & coworkers
Colleagues at Avantax
Other employees you can reach at ameriprise.com. View company contacts for 16534 employees →
KR
Kevin Revering
Colleague at Avantax
Orono, Minnesota, United States, United States
View →
TC
Todd Coker
Colleague at Avantax
Duluth, Georgia, United States, United States
View →
RA
Rayazuddin Ahmed
Colleague at Avantax
South Delhi, Delhi, India, India
View →
LF
Lori Fischer
Colleague at Avantax
Greater Minneapolis-St. Paul Area, United States
View →
KK
Kevin Kalin
Colleague at Avantax
Portland, Oregon, United States, United States
View →
RK
Rashonner K. Lillie, Cfp, Crpc
Colleague at Avantax
Houston, Texas, United States, United States
View →
JH
Jeri Holdren
Colleague at Avantax
Scranton, Kansas, United States, United States
View →
BC
Brian Corgard
Colleague at Avantax
Greater Minneapolis-St. Paul Area, United States
View →
IT
Indu Thakur
Colleague at Avantax
Gurugram, Haryana, India, India
View →
CD
C. Don Ladd
Colleague at Avantax
Nashville, Tennessee, United States, United States
View →
Kevin Revering
Colleague at Avantax
Orono, Minnesota, United States, United States
View →
TC
Todd Coker
Colleague at Avantax
Duluth, Georgia, United States, United States
View →
RA
Rayazuddin Ahmed
Colleague at Avantax
South Delhi, Delhi, India, India
View →
LF
Lori Fischer
Colleague at Avantax
Greater Minneapolis-St. Paul Area, United States
View →
KK
Kevin Kalin
Colleague at Avantax
Portland, Oregon, United States, United States
View →
RK
Rashonner K. Lillie, Cfp, Crpc
Colleague at Avantax
Houston, Texas, United States, United States
View →
JH
Jeri Holdren
Colleague at Avantax
Scranton, Kansas, United States, United States
View →
BC
Brian Corgard
Colleague at Avantax
Greater Minneapolis-St. Paul Area, United States
View →
IT
Indu Thakur
Colleague at Avantax
Gurugram, Haryana, India, India
View →
CD
C. Don Ladd
Colleague at Avantax
Nashville, Tennessee, United States, United States
View →
1 education record
Steve Olsen education
FAQ
Frequently asked questions about Steve Olsen
Quick answers generated from the profile data available on this page.
What company does Steve Olsen work for?
Steve Olsen works for Avantax.
What is Steve Olsen's role at Avantax?
Steve Olsen is listed as Regional Director at Avantax Wealth Management at Avantax.
What is Steve Olsen's email address?
AeroLeads has found 1 work email signal at @putnam.com for Steve Olsen at Avantax.
What is Steve Olsen's phone number?
AeroLeads has found 4 phone signal(s) with area code 617, 978 for Steve Olsen at Avantax.
Where is Steve Olsen based?
Steve Olsen is based in Dracut, Massachusetts, United States while working with Avantax.
What companies has Steve Olsen worked for?
Steve Olsen has worked for Avantax, Ameriprise Financial Services, Llc, Putnam Investments, Colonial Management, Boston, Ma, and New England Funds, Boston, Ma.
Who are Steve Olsen's colleagues at Avantax?
Steve Olsen's colleagues at Avantax include Kevin Revering, Todd Coker, Rayazuddin Ahmed, Lori Fischer, and Kevin Kalin.
How can I contact Steve Olsen?
You can use AeroLeads to view verified contact signals for Steve Olsen at Avantax, including work email, phone, and LinkedIn data when available.
What schools did Steve Olsen attend?
Steve Olsen holds Bs-Political Science, Government And History from Suffolk University.
What skills is Steve Olsen known for?
Steve Olsen is listed with skills including Mutual Funds, Financial Services, Investments, Strategic Partnerships, Series 63, Sales, Series 7, and Series 6.
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