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
- Officer Wealth Client Services Supervisor @ (February 2020 - Present)
- Wealth Client Services Representative @ (May 2007 - February 2020)
- Registered Brokerage Sales Assistant IV @ (May 2007 - July 2014)
- Advanced Securities Brokerage Representative @ (August 2005 - April 2007)
- Business Process Analyst @ (October 2002 - August 2005)
- Annuities Team Leader @ (May 2002 - November 2002)
- Variable Products Representative @ (November 1997 - May 2002)
- Investor Services Representative @ (May 1996 - October 1997)
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 3 emails and 1 mobile phone numbers on RocketReach.
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Top Johnson Financial Group Employees
Robert Nielsen
President, Johnson Bank
Milwaukee, WI, US
Eric Johnson
Sr. Vice President
Madison, WI, US
Mark Behrens
Member, Board of Directors
Racine, WI, US
Todd Shaffer
Executive Vice President and Chief Risk Officer
Racine, WI, US
Marc Jacobs
Vice President Compliance
Racine, WI, US
Jeff Blonski
Chief Financial Officer
Milwaukee, WI, US
Tim Bever
Vice President of Employee Benefits
Racine, WI, US
Dominic Ceci
Chief Investment Officer
Milwaukee, WI, US
Ronald Lehmann
Chief Operating Officer
Milwaukee, WI, US
Erin Zickus
Chief Information Officer
Milwaukee, WI, US
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