Tanner Olson
Regional Internal Wholesaler at Orion Portfolio Solutions | Omaha, Nebraska, United States
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Project Manager (Family Owned/Small Business) at Above & Beyond Roofing in August 2017 to Present
Investment Adviser | Financial Planner at Kathol PC • CPA's & Advisors | Project Controller ~ Improving Workflows in December 2020 to Present
Regional Internal Wholesaler at Orion Portfolio Solutions in April 2021 to Present
Advisor Consultant at Orion Portfolio Solutions in April 2021 to Present
Financial Planner at Kathol PC • CPA's & Advisors in December 2020 to March 2021
Investment Adviser at Kathol PC • CPA's & Advisors in December 2020 to March 2021
Insurance Claim Specialist | Estimator ~ Residential & Commercial at Above & Beyond Roofing in August 2017 to November 2020
Stage Project Manager • JobNimbus ~ Cloud-Based Software at Above & Beyond Roofing in March 2018 to November 2020
Project Controller | JobNimbus at Above & Beyond Roofing in March 2018 to November 2020
Insurance Claim Specialist • Estimator ~ Residential & Commercial at Above & Beyond Roofing in August 2017 to November 2020
Senior Financial Planner ~ Brick & Mortar Branch at TD Ameritrade in July 2015 to August 2017
Senior Financial Consultant | MoneyGuide at TD Ameritrade in July 2015 to August 2017
Financial Services Associate at TD Ameritrade in June 2014 to July 2015
Regional Internal Wholesaler at Orion Portfolio Solutions
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University of Nebraska at Omaha, BSBA • Emphasis on Mathematics & Analysis | Specialized in Finance, January 2011 to January 2014
University of Nebraska-Lincoln, Bachelor of Science in Business Administration | Math-Oriented Degree, January 2009 to January 2011
Creighton Preparatory School, High School Diploma, January 2005 to January 2009
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Sales
Friendly Personality
Entrepreneurial Finance
Highly detail oriented
Highly personable
Building Relationships
Finance
Leadership
Financial Analysis
Teamwork
Social Networking
Insurance
Financial Planning
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Discover more about Orion Portfolio SolutionsWhat is Tanner J Olson email address?
Email Tanner J Olson at [email protected]. This email is the most updated Tanner J Olson's email found in 2026.
How to contact Tanner J Olson?
To contact Tanner J Olson send an email to [email protected].
What company does Tanner Olson work for?
Tanner Olson works for Orion Portfolio Solutions
What is Tanner Olson's role at Orion Portfolio Solutions?
Tanner Olson is Regional Internal Wholesaler
What is Tanner Olson's Phone Number?
Tanner Olson's phone (402) ***-*280
What industry does Tanner Olson work in?
Tanner Olson works in the Financial Services industry.
Tanner Olson Email Addresses
Tanner Olson Phone Numbers
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