Profiel
Mr. Steve Olafson is Portfolio Administrator at Karstens Investment Counsel, Inc since May 2008.
He has spent eight years in the financial services industry and his experience includes account management and investment back office administration.
Mr. Olafson received his undergraduate degree from Creighton University.
He is a graduate of Creighton University with a degree in English.
He currently lives in Omaha.
Eerdere bekende functies van Steve Olafson
| Bedrijven | Functie | Einde |
|---|---|---|
Axos Clearing LLC
Axos Clearing LLC Regional BanksFinance Provides clearing and custody solutions | Institutionele Verkopen | 30-04-2008 |
Lutz Financial Services LLC
Lutz Financial Services LLC Investment ManagersFinance Lutz Financial creates investment solutions to fit their client’s unique characteristics and needs. The firm’s approach is disciplined by design and seeks to maximize diversification and tax efficiency while minimizing costs. They build portfolios using traditional mutual funds and exchange-traded funds. Ongoing research and analysis are conducted to ensure they balance the tradeoff between risk and return. | Corporate Officer/Principal | 30-06-2004 |
Sage Partners LLC
Sage Partners LLC Miscellaneous Commercial ServicesCommercial Services Offers management consulting and venture development services | Corporate Officer/Principal | 29-02-2004 |
Opleiding van Steve Olafson
Ervaring
Beklede functies
Actief
Inactief
Beursgenoteerde bedrijven
Bedrijven in privébezit
Connecties
Eerstegraads connecties
Bedrijven verbonden in de eerste graad
Man
Vrouw
Besturend
Uitvoerend
Verwante bedrijven
| Bedrijven in privébezit | 4 |
|---|---|
Axos Clearing LLC
Axos Clearing LLC Regional BanksFinance Provides clearing and custody solutions | Finance |
Sage Partners LLC
Sage Partners LLC Miscellaneous Commercial ServicesCommercial Services Offers management consulting and venture development services | Commercial Services |
Creighton University
Creighton University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Lutz Financial Services LLC
Lutz Financial Services LLC Investment ManagersFinance Lutz Financial creates investment solutions to fit their client’s unique characteristics and needs. The firm’s approach is disciplined by design and seeks to maximize diversification and tax efficiency while minimizing costs. They build portfolios using traditional mutual funds and exchange-traded funds. Ongoing research and analysis are conducted to ensure they balance the tradeoff between risk and return. | Finance |
















