MoneyGuidePro® (PIEtech, Inc.) Introduces Curt Olson, Head of Institutional Sales Division

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Curt brings to PIEtech nearly 30 years of experience in the financial services industry.

PIEtech, Inc., developer of industry leading MoneyGuidePro® financial planning software, is excited to announce that Curt Olson has joined PIEtech as the Head of Institutional Sales. Curt brings to PIEtech nearly 30 years of experience in the financial services industry.

He previously served as President of C Sharp Group, LLC and prior to that, Head of Relationship Management for Symetra Financial. He is a former IRI board member and is securities and insurance licensed. He has a record of exceptional success in sales, marketing, product development, training, and relationship management of annuity, life, mutual fund products and services.

Curt’s extensive background will be leveraged to help PIEtech’s current and potential new clients better implement MoneyGuidePro® financial planning software within their institutions.

Kevin Knull, President of PIEtech stated, “Curt’s wealth of experience and industry knowledge has already made him a key addition to the PIEtech family. We view his appointment as a sign of our commitment to being the leading financial planning software in our industry. With new product offerings from PIEtech, it only makes sense to have a great leader and relationship manager heading up this new division. In this new role, Curt will be responsible for finding new opportunities with Product Manufacturers. We believe that financial planning software is a great revenue opportunity for these institutions and Curt will be able to effectively execute on our vision.”

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Jill Orchant
MoneyGuidePro
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