Shaina Olson
Assistant Vice President Of Client Services@ Bernstein Private Wealth Management
New York, New York, United States
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Shaina Olson is a Senior Managing Associate with 19.8 years of experience in the investment management industry. She has expertise in series 7, finance, alternative investments, and asset management. Shaina has worked at Bernstein Private Wealth Management in various roles, including Vice President Client Advisor and Senior Private Client Associate. She has also held positions at AllianceBernstein and GE Financial. Shaina's skills include marketing, asset management, and investment advisory. She is based in the Greater New York City Area.
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Emails and Phone Numbers

@gmail.com
@bernstein.com
+1 212486****
+1 608358****
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About

Senior Managing Associate. Location: Greater New York City Area; Industry: Investment Management ... Vice President | Client Advisor at Bernstein Private Wealth Management ... Senior Private Client Associate at AllianceBernstein...

Work Experience

1345 Avenue of the Americas, New York, New York, 10105, US

Financial Services

697
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Shaina Olson's Professional Milestones

  • Senior Private Client Associate (2013-09-01~2015-05-01): Achieved record-breaking sales, surpassing targets and driving revenue growth.
  • Senior Managing Associate Officer (2015-05-01~): Implementing strategic initiatives to drive operational efficiency and ensure optimal performance for the organization.
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Education

Imperial College London
Imperial College London2004-2005
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