Bjorn Olson Email & Phone Number
Officer Wealth Client Services Supervisor @ Johnson Financial Group
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Bjorn Olson Location
- Appleton, WI, US
Bjorn Olson Work
- 2020 -now Officer Wealth Client Services Supervisor @
- 2007 -2020 Wealth Client Services Representative @
- 2007 -2014 Registered Brokerage Sales Assistant IV @
- 2005 -2007 Advanced Securities Brokerage Representative @
- 2002 -2005 Business Process Analyst @
- 2002 -2002 Annuities Team Leader @
- 1997 -2002 Variable Products Representative @
- 1996 -1997 Investor Services Representative @
Bjorn Olson Education
- University of Wisconsin-Stevens Point
Bachelor Equivalency (Geography)
1994-1995 - University of Wisconsin-Madison
Bachelor of Science (B.S.) (Sociology, Social Organization and Demography)
1989-1993
Bjorn Olson Skills
- Leadership
- Preparation Of Proposals
- Zig Ziglar
- Investment Products
- Maintaining A Positive Attitude
- Retirement Planning
- Account Management
- Financial Planning
- Withdrawals
- Stock Trading
- Brokerage
- Agency Agreements
- IRAs
- Investments
- Establishing New Accounts
- Trust Management
- Series 6
- Finance
- 401k
- Process Improvement
- Roth IRA
- Asset Allocation
- Morningstar
- Wealth Management
- Investment Brokerage
- Mutual Funds
- IRA's
- Bond Funds
- Strategic Financial Planning
- Bible
- Investment Strategies
- Separately Managed Accounts
- Customer Service
- Business Process Improvement
- Securities License
- ETFs
- Trading
- Series 7
- Securities
Bjorn Olson Summary
- Bjorn Olson, based in Appleton, WI, US, is currently a Officer Wealth Client Services Supervisor at Johnson Financial Group. Bjorn Olson brings experience from previous roles at Johnson Financial Group, Thrivent Investment Management and Thrivent Financial for Lutherans. Bjorn Olson holds a 1994 - 1995 Bachelor Equivalency in Geography @ University of Wisconsin-Stevens Point. With a robust skill set that includes Leadership, Preparation Of Proposals, Zig Ziglar, Investment Products, Maintaining A Positive Attitude and more. Bjorn Olson has 2 emails and 2 mobile phone numbers on RocketReach.
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Top Johnson Financial Group Employees
Robert Nielsen
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Milwaukee, WI, US
Mindy Engibous
Senior Vice President, Chief Compliance Officer
Milwaukee, WI, US
Rick Jones
CEO
Madison, WI, US
Jeff Blonski
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Johnson Dieujuste
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