Erik Olmo

Q: What is Erik Olmo email address?

Email Erik Olmo at edawgolmo29@gmail.com and erik_v_olmo@vanguard.com. This email is the most updated Erik Olmo email found in 2026.

Q: How to contact Erik Olmo?

To contact Erik Olmo send an email to edawgolmo29@gmail.com or erik_v_olmo@vanguard.com. If you want to call Erik Olmo try calling on +19085918899 and +19085914722.

Regional Director at Vanguard | Malvern, Pennsylvania, United States

About Erik Olmo

Erik Olmo serves as the Regional Director at Vanguard, where he leads the Institutional sales efforts for retirement plan solutions across the Midwest, specifically targeting plans with assets up to $50 million. With a robust background in the financial services industry, Erik is adept at navigating the complexities of retirement planning, focusing on comprehensive solutions such as 401(k), profit sharing, cash balance, and 403(b) plans. His role involves not only driving sales but also fostering and expanding strategic relationships with Financial Advisors and Third-Party Administrators (TPAs), ensuring that plan sponsors receive tailored, high-quality service that meets their unique needs.

Erik's expertise in Business Relationship Management and Investment Management allows him to effectively consult with clients on portfolio construction and asset allocation strategies. His proficiency in retirement plans, particularly Defined Contribution plans, positions him as a trusted advisor in the industry. With certifications as a Certified Financial Planner and holding a Series 7 license, Erik combines technical knowledge with a client-centric approach, ensuring that his clients are well-informed and confident in their retirement strategies.

Key projects under Erik’s leadership include the implementation of innovative retirement solutions that enhance participant engagement and optimize plan performance. By leveraging Vanguard’s extensive resources and research capabilities, Erik is committed to delivering exceptional value to his clients and driving growth in the Midwest region. His educational background, with a Bachelor’s of Science in Finance from Penn State, further solidifies his analytical skills and understanding of financial markets, making him a valuable asset to both Vanguard and the clients he serves.

Erik Olmo Work

Regional Director at Vanguard in June 2021 to Present

Internal Regional Consultant at Vanguard in February 2018 to June 2021

Senior Sales Analyst at Vanguard in January 2015 to February 2018

Erik Olmo Skills

Certified Financial Planner

Hold Series 7

Financial Services

About Erik Olmo's Current Company

Vanguard

Discover more about Vanguard

Frequently Asked Questions about Erik Olmo

What is Erik Olmo email address?

Email Erik Olmo at [email protected] and [email protected]. This email is the most updated Erik Olmo email found in 2026.

What is Erik Olmo phone number?

Erik Olmo phone number is +19085918899 and +19085914722.

How to contact Erik Olmo?

To contact Erik Olmo send an email to [email protected] or [email protected]. If you want to call Erik Olmo try calling on +19085918899 and +19085914722.