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David Olson Location
Atlanta, GA, US
David Olson Work
Managing Director @ (April 2024 - Present)
Regional Executive @ (January 2019 - September 2024)
Area Wealth Executive and SVP @ Regions Bank (December 2014 - December 2018)
Director @ (September 2013 - November 2014)
Resident Manager @ (March 2010 - September 2013)
Regional Sales Manager @ Bank of America Investment Services (October 2007 - March 2010)
David Olson Education
University of Georgia - Terry College of Business
Master of Business Administration (MBA) (MBA)
2004-2006
Furman University
BA (Political Science and Government)
1985-1989
David Olson Skills
Asset Management
Banking
Cash Management
Credit
FINRA
Finance
Financial Advisory
Financial Analysis
Financial Planning
Financial Services
High Net Worth Individuals
Hiring
Investment Advisory
Investments
Leadership
Life & Health Insurance Licenses
Loans
Management
Microsoft Excel
Microsoft Word
Mortgage Lending
Mutual Funds
Portfolio Management
PowerPoint
Private Banking
Proven Sales Executive
Recruiting
Retirement Planning
Series 24
Series 4
Series 53
Series 66
Series 7
Strategic Financial Planning
Top Producer
Uniform Combined State Law
Wealth Management
Sales Management
Research
Life And Health Insurance Licenses
David Olson Summary
David Olson, based in Atlanta, GA, US, is currently a Managing Director at Fifth Third Wealth Advisors. David Olson brings experience from previous roles at Fifth Third Bank, Regions Bank, Merrill Edge and Merrill Lynch. David Olson holds a 2004 - 2006 Master of Business Administration (MBA) in MBA @ University of Georgia - Terry College of Business. With a robust skill set that includes Asset Management, Banking, Cash Management, Credit, FINRA and more. David Olson has 2 emails and 2 mobile phone numbers on RocketReach.
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