Pieter Olree

Pieter Olree

Brokerage Managing Partner | Newport Beach, California, United States

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Work Experience

True Path Financial and Insurance Services

Brokerage Managing Partner

2021-08-01 — Present

Capstone Partners Financial and Insurance Services

Associate Brokerage Director

2019-08-01 — 2021-08-01

Capstone Partners Financial and Insurance Services

Associate Managing Director

2019-04-01 — 2019-08-01

The Ohio State University Alumni of Orange County

Treasurer Board Of Directors

2017-09-01 — 2021-08-01

Capstone Partners Financial and Insurance Services

Financial Service Professional

2017-04-01 — 2021-08-01

Kiwi Distribution

Sales Representative

2015-10-01 — 2017-01-01

PRP Wine International

Wine Consultant

2014-11-01 — 2015-10-01

Professional Volleyball Player

Athlete

2002-01-01 — 2014-01-01

The Ohio State University

Student Athlete

1997-09-01 — 2002-06-01

Skills

estate planning strategies tax strategies college accumulation planning employee executive benefits risk management strategies financial planning advisory services investment services retirement planning

Languages

No languages available.