Chfc Dan Olson Crpc
I am a motivated, results-driven individual with extensive experience in the financial services industry, who excels at coaching... | Greater Hartford, Greater Hartford, United States
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Chfc Dan Olson Crpc’s Emails cr****@ub****.com
Chfc Dan Olson Crpc’s Phone Numbers No phone number available.
Social Media
Chfc Dan Olson Crpc’s Location Greater Hartford, Greater Hartford, United States
Chfc Dan Olson Crpc’s Expertise I am a motivated, results-driven individual with extensive experience in the financial services industry, who excels at coaching and mentoring financial services professionals. I have experience building productive teams and delivering results while keeping high client satisfaction. FINRA Series 7, 31, 63, 65, 9 & 10. I have also earned the designations of Charted Financial Consultant (ChFC) and Chartered Retirement Planning Counselor (CRPC).
Chfc Dan Olson Crpc’s Current Industry Ubs
Chfc
Dan Olson Crpc’s Prior Industry
Merrill Lynch
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Bank Of America Merrill Lynch
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Ubs
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Work Experience
Ubs
Advisor Recruit Transition Director
Sat Apr 01 2023 00:00:00 GMT+0000 (Coordinated Universal Time) — Present
Ubs
Associate Director- Digital Specialist
Fri Jan 01 2016 00:00:00 GMT+0000 (Coordinated Universal Time) — Sat Apr 01 2023 00:00:00 GMT+0000 (Coordinated Universal Time)
Bank Of America Merrill Lynch
Vice President, Market Sales Manager
Sun Jan 01 2012 00:00:00 GMT+0000 (Coordinated Universal Time) — Fri Jan 01 2016 00:00:00 GMT+0000 (Coordinated Universal Time)
Bank Of America Merrill Lynch
Financial Solutions Advisor
Sat Jan 01 2011 00:00:00 GMT+0000 (Coordinated Universal Time) — Sun Jan 01 2012 00:00:00 GMT+0000 (Coordinated Universal Time)
Merrill Lynch
Financial Advisor
Mon Jan 01 2007 00:00:00 GMT+0000 (Coordinated Universal Time) — Fri Jan 01 2010 00:00:00 GMT+0000 (Coordinated Universal Time)Skills
Languages
Chfc Dan Olson Crpc Email Addresses
FAQ About Chfc Dan Olson Crpc
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Chfc Dan Olson Crpc is located at
Greater Hartford, Greater Hartford, United States -
Chfc Dan Olson Crpc is a
I am a motivated, results-driven individual with extensive experience in the financial services industry, who excels at coaching and mentoring financial services professionals. I have experience building productive teams and delivering results while keeping high client satisfaction. FINRA Series 7, 31, 63, 65, 9 & 10. I have also earned the designations of Charted Financial Consultant (ChFC) and Chartered Retirement Planning Counselor (CRPC). Ubs -
Chfc Dan Olson Crpc currently works in the
Ubs -
Chfc Dan Olson Crpc specializes in
I am a motivated, results-driven individual with extensive experience in the financial services industry, who excels at coaching and mentoring financial services professionals. I have experience building productive teams and delivering results while keeping high client satisfaction. FINRA Series 7, 31, 63, 65, 9 & 10. I have also earned the designations of Charted Financial Consultant (ChFC) and Chartered Retirement Planning Counselor (CRPC). -
Chfc Dan Olson Crpc speaks the following languages:
No languages available. -
Chfc Dan Olson Crpc has prior experience in the following industries:
Ubs , Bank Of America Merrill Lynch , Bank Of America Merrill Lynch , Merrill Lynch -
Chfc Dan Olson Crpc has the following professional experience:
Ubs , Ubs , Bank Of America Merrill Lynch , Bank Of America Merrill Lynch , Merrill Lynch . -
You can view Chfc Dan Olson Crpc’s
LinkedIn profile at LinkedIn URL. -
Chfc Dan Olson Crpc’s work email addresses are
[email protected] . -
Chfc Dan Olson Crpc works at
Ubs
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