Perfil
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.
Antiguos cargos conocidos de Steve Olafson.
| Empresas | Cargo | Fin |
|---|---|---|
Axos Clearing LLC
Axos Clearing LLC Regional BanksFinance Provides clearing and custody solutions | Ventas Institucionales | 30/04/2008 |
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. | Corporate Officer/Principal | 30/06/2004 |
Sage Partners LLC
Sage Partners LLC Miscellaneous Commercial ServicesCommercial Services Offers management consulting and venture development services | Corporate Officer/Principal | 29/02/2004 |
Formación de Steve Olafson.
Experiencias
Funciones ocupadas
Activas
Inactivas
Empresas cotizadas
Empresas privadas
Relaciones
Relaciones de 1er grado
Empresas vinculadas al 1er grado
Hombre
Mujer
Administradores
Ejecutivos
Empresas relacionadas
| Empresas privadas | 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 |
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