Stein Andre Olavsrud
Compliance Officer bij Fulton Breakefield Broenniman LLC
Profiel
Mr. Stein A.
Olavsrud is an Executive Vice President & Chief Compliance Officer at Fulton Breakefield Broenniman LLC.
He is responsible for strategic planning for the firm, as well as managing client relationships and client investment portfolios.
He serves as a member of FBB’s investment committee.
With over 20 years of investment and financial planning experience.
Prior to joining FBB, Mr. Olavsrud was an Investment Consultant for Charles Schwab and Co. assisting clients in formulating and executing their investment strategies.
He is a graduate of Salisbury University’s Perdue School of Business where he earned a Bachelor of Science in finance.
Actieve functies van Stein Andre Olavsrud
| Bedrijven | Functie | Begin |
|---|---|---|
Fulton Breakefield Broenniman LLC
 Fulton Breakefield Broenniman LLC Investment ManagersFinance Fulton Breakefield Broenniman LLC, do-business-as FBB Capital Partners (FBB), is an independent registered investment advisor headquartered in Bethesda, Maryland. The firm was founded in 1989. FBB provides customized wealth management solutions to a wide range of clients including affluent individuals, families, foundations, and endowments. | Compliance Officer | 01-01-2020 |
Eerdere bekende functies van Stein Andre Olavsrud
| Bedrijven | Functie | Einde |
|---|---|---|
| American Express Financial Advisors, Inc. | Corporate Officer/Principal | - |
| CHARLES SCHWAB | Corporate Officer/Principal | - |
Opleiding van Stein Andre Olavsrud
| Salisbury State University | Undergraduate Degree |
Ervaring
Beklede functies
Actief
Inactief
Beursgenoteerde bedrijven
Bedrijven in privébezit
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Eerstegraads connecties
Bedrijven verbonden in de eerste graad
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Vrouw
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Verwante bedrijven
| Beursgenoteerde bedrijven | 1 |
|---|---|
| CHARLES SCHWAB | Finance |
| Bedrijven in privébezit | 2 |
|---|---|
Fulton Breakefield Broenniman LLC
Fulton Breakefield Broenniman LLC Investment ManagersFinance Fulton Breakefield Broenniman LLC, do-business-as FBB Capital Partners (FBB), is an independent registered investment advisor headquartered in Bethesda, Maryland. The firm was founded in 1989. FBB provides customized wealth management solutions to a wide range of clients including affluent individuals, families, foundations, and endowments. | Finance |
| American Express Financial Advisors, Inc. |
