Channing Olson Email

Managing Director, Head Advisory Technology and Integration . Private Ocean

Current Roles

Employees:
35
Revenue:
$5.9M
About
With Private Ocean, you enjoy the direct support of a close-knit team of seasoned advisors and operations specialists. They listen closely to you, plan with you, develop investment strategy with you and monitor all your portfolio activity. Each of them embraces your goals as their own. Each contributes to making you feel confident, informed and in control at all times. Follow us on Twitter: @_privateocean
Private Ocean Address
100 Smith Ranch Road, Suite 300
San Rafael, CA
United States
Private Ocean Email

Past Companies

Wealthspire AdvisorsSVP, Head of Integration and Project Management
Private OceanPrincipal | Director of Operations
Mosaic Financial PartnersDirector of Operations