Profil
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.
Tidigare kända positioner av Steve Olafson
| Företag | Position | Slut |
|---|---|---|
Axos Clearing LLC
Axos Clearing LLC Regional BanksFinance Provides clearing and custody solutions | Institutionella Försäljningar | 2008-04-30 |
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. | Företagsledare/Principal | 2004-06-30 |
Sage Partners LLC
Sage Partners LLC Miscellaneous Commercial ServicesCommercial Services Offers management consulting and venture development services | Företagsledare/Principal | 2004-02-29 |
Steve Olafsons utbildningar
Erfarenheter
Innehade positioner
Aktiva
Inaktiva
Börsnoterade företag
Privata företag
Relationer
Första gradens relationer
Företag kopplade till första graden
Man
Kvinna
Styrelseledamöter
Chefer
Kopplade företag
| Privata företag | 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 |
















