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Steve Olsen

Registered Paraplanner at Ameriprise Financial Services, LLC
Intro Book
Seasoned financial professional with expertise in mutual funds and investments.
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Location
Dracut, Massachusetts, United States, US
Skills
  • Mutual Funds
  • Financial Services
  • Investments
  • Strategic Partnerships
  • Series 63
  • Show all
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Bio

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Steve Olsen is a seasoned financial professional with 25+ years of experience in the financial services industry, offering expertise in mutual funds, investments, and strategic partnerships. He holds Series 7 and Series 63 certifications and has a degree in Political Science from Suffolk University.

Credentials

  • Series 7
    FINRA
    May, 2014
    - May, 2026
  • Series 63
    FINRA
    May, 2012
    - May, 2026

Experience

  • Ameriprise Financial Services, LLC
    • United States
    • Registered Paraplanner
      • Aug 2023 - Present
      • United States

  • Putnam Investments
    • Boston, Mass
    • Senior Relationship Manager
      • Sep 1997 - May 2023
      • Boston, Mass

      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 strategies and platform opportunities. Having started at Putnam in 1997, I have won sales awards, recognized as a premier marketing executive by my Colleagues and Senior Leadership Team. I have led our Dealer Marketing staff to multiple Dalbar awards within Putnam`s Client Execution Center and recognized as an industry leader in Relationship Management, building and fostering key account partnership`s across the country.

  • Colonial Management, Boston, MA
    • Inside Wholesaler, National Sales Desk
      • May 1996 - Sep 1997

      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 calling activities.Acquired new selling relationships with qualified broker/producers who have no written business with Colonial.

  • New England Funds, Boston, MA
    • Account Executive, Dealer Marketing Sales
      • Sep 1995 - May 1996

      Experience in meeting the expectations and challenges of all broker/dealer environments.

  • Scudder, Stevens and Clark, Boston, MA
    • Registered Representative
      • Nov 1993 - Sep 1995

      Exceeded in meeting financial goals and objectives of individuals of all economic levels.Member of the Scudder Abandoned Properties Project Team.

Education

  • 1988 - 1993
    Suffolk University
    BS-Political Science, Government and History

Suggested Services

This profile is unclaimed. These are suggested service rates with 0% commision upon successful connection

Industry Focus. “Financial Services”

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