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Bill Olson's email & phone

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Financial Advisor at Eagle Strategies LLC|Greater Boston, United States

Position:

Financial Advisor at Eagle Strategies LLC

Location:

Greater Boston, United States

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Last updated: 2026-02-28
Updated: 2026-02-28

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Work Experience 22 years

Financial Advisor at Eagle Strategies LLC

Oct 2025 - Current

Agent at New York Life

Sep 2025 - Current

Registered Representative at NYLIFE Securities LLC

Sep 2025 - Current

Manager of Account Services at Metro Financial Strategies

Dec 2024 - Dec 2024

Director, Retirement Education Development and Consultation at Empower

Jan 2023 - Jan 2023

Senior Manager, Retirement Education Development and Consultation at Empower

Jan 2018 - Jan 2023

Manager, Retirement Education at Empower

Jan 2014 - Jan 2018

Senior Retirement Education Counselor at Putnam Investments

Jan 2011 - Jan 2014

Financial Advisor at Ameriprise Financial Services, LLC

Jan 2004 - Jan 2010

Bill Olson started working in 2004, then the employee has changed 6 companies and 7 jobs. On average, Bill Olson works for one company for 2 years 2 months.

Education

Bachelor of Business Administration - BBA at Northeastern University

Skills

Persuasive Speaking, Investment Products, Retirement Plan Consulting, Retirement Income Strategies, Employee Stock Ownership Plan (ESOP), Stock Market Analysis, Public Speaking, Performance Management, Portfolio Optimization, Insurance

Frequently Asked Questions

What is Bill Olson's average duration of employment for different companies?

On average, Bill Olson works for one company for 3 years

What industries has Bill Olson worked in?

Bill Olson works in the Financial Services.

What positions has Bill Olson held before?

Previously, Bill Olson worked as a Agent, and Registered Representative, and Manager of Account Services, and Director, Retirement Education Development and Consultation, and Senior Manager, Retirement Education Development and Consultation.

How do I contact Bill Olson?

Bill Olson's phone number is +1-480-***-**77. Sign up to get contact details.

Who is the President & CEO of the Eagle Strategies LLC?

The President & CEO of the Eagle Strategies LLC is Greg Webster

Who are Bill Olson's peers at other companies?

Bill Olson's peers at other companies are Cade Beam and Mercy Olaadewole and Leo Bernese Quintos Jr

Bill Olson Namesakes

Name
Company
Position
Cascade Integrative Physical Therapy, (and Seminars), Youthful Horizons TherapyB
Cascade Integrative Physical Therapy, (and Seminars), Youthful Horizons Therapy
Physical Therapist, Educator,

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