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David Olson
David is responsible for overseeing operations,
researching and upgrading investment management models and
strategies, and ensuring compliance with SEC regulations for
Breakwater Investment Group.
EDUCATION
MBA with concentrations in Finance and
Management Information Systems from the University of California
at Irvine and a Bachelor of Science, with Cum Laude honors,
in Information and Computer Science from the University of
California at Irvine.
PROFESSIONAL DESIGNATIONS
National Association of Securities Dealers
Series 65 license.
PROFESSIONAL EXPERIENCE
Director of Systems and Operations at
Denali Advisors, LLC, where he was responsible for the ongoing
quantitative investment management process and headed the
compliance and portfolio accounting departments.
Director of Systems Development at Haugen Custom
Financial Systems, where he designed and implemented systems
to model and predict stock market performance and provide
advanced quantitative investment tools for the money management
process.
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