Channing Olson

Managing Director, Head of Advisory Technology and Integration at Wealthspire

Speaker

Channing Olson is a Managing Director and Head of Advisory Technology & Integration for Wealthspire Advisors. She oversees the entirety of the integration process, collaborating across internal and external teams to provide leverage for all who are involved and improve the overall experience for acquired staff and clients.
Previously, Channing managed operations and marketing for a corporate consulting firm focused on accountability and culture management training for Fortune 1000 organizations. Channing also worked in operations for an international top ten law firm.
In addition to helping build and develop the team, Channing is dedicated to the Bay Area community and local volunteerism. She is a graduate of Leadership San Francisco, an executive training program for community trusteeship, and sat on a number of boards for local charitable organizations.