Curtis Olson, CIMA®, CPWA®, CEPA®, RMA®, MBA

Instructor

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Minneapolis, Minnesota, United States

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Timeline
About me
VP, Market Leader | Advisor to Financial Advisors | Helping Advisors Connect with Clients, Enhance Business, and Optimize Portfolios
Education
- Miami University
  2009 - 2013
  Entrepreneurship Entrepreneurship/Entrepreneurial Studies
- Lake Forest Graduate School of Management
  2017 - 2018
  Master of Business Administration - MBA Leadership with Finance Focus
Experience
- Strike One Baseball Academy
  May 2008 - Aug 2008
  Instructor
  • Ran a summer camp for children, ages six through fourteen.• Recruited kids for Strike One’s AAU programs.
- North Shore Baseball Academy
  May 2009 - Aug 2009
  Instructor
  · Taught the basics of baseball to children, ages six to twelve.
- Sushi Nara
  Jan 2012 - May 2013
  Bartender
- Club Champion
  May 2012 - Dec 2013
  Worked along side VP of Sales on promotional and corporatemarketing tactics and strategies.• Tracked and analyzed inside sales and relation to corporate marketingstrategies.• Updated website and analyzed web traffic with relation to sales.
  - Marketing Intern
    May 2012 - Dec 2013
  - Marketing Intern
    May 2012 - Sept 2012
- Vanguard
  Jan 2014 - Sept 2015
  Series 7, 63ThomsonOneBloomberg
  - Flagship Associate
    Jun 2015 - Sept 2015
  - Brokerage Investment Professional
    Jan 2015 - Jun 2015
  - Investment Professional
    Jan 2014 - Jan 2015
- Invesco Ltd.
  Sept 2015 - now
  Series 7, 63, 65 Series 7, 63, 65 Series 7, 63, 65
  - VP, Market Leader
    Oct 2019 - now
  - VP, Senior Advisor Consultant
    May 2019 - Oct 2019
  - Hybrid Wholesaler
    Oct 2018 - May 2019
  - Internal Wholesaler
    Sept 2015 - Sept 2018
Licenses & Certifications
- Series 63
  Financial Industry Regulatory Authority (FINRA)
  Feb 2014
- Retirement Management Advisor®
  Investments & Wealth Institute
  Nov 2020
  View certificate
- Series 65
  Financial Industry Regulatory Authority (FINRA)
  Oct 2015
- Series 7
  Financial Industry Regulatory Authority (FINRA)
  Feb 2014
- Certified Investment Management Analyst®
  Investments & Wealth Institute
  Apr 2018
- How to Cold Call and Build New Customers in a Preoccupied and Indifferent World
  Dale Carnegie Training
- How to Win Friends and Influence People
  Dale Carnegie Training
  Mar 2016
- Certified Exit Planning Advisor
  Exit Planning Institute
  Oct 2022
- Certified Private Wealth Advisor®
  Investments & Wealth Institute
  Oct 2021
  View certificate