Jill Olson Email & Phone Number
Associate @ Financial Services Company
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Jill Olson Location
- Scottsdale, AZ, US
Jill Olson Work
- Associate @ (January 2025 - Present)
- Chief Operating Officer @ Allegiance Wealth Management. A (September 2022 - January 2025)
- Chief Operating Officer @ Spach and Associates A private wealth advisory practice of Ameriprise Financia (February 2021 - August 2022)
- Business Operations and Optimization Consulting @ Self-employed (February 2020 - February 2021)
- Six Sigma Black Belt @ Optum Health (January 2017 - January 2020)
- Business Operations and Optimization Consulting @ Jill Reamer Consulting (January 2016 - June 2017)
- Vice President Program and Event Management @ (January 2010 - January 2015)
- Director, Field Engagement (2009-2010) @ (January 2009 - January 2010)
- Vice President, Field Leadership and Communication @ (January 2007 - January 2009)
- Executive Director, Independent Sales Channel @ (January 2003 - January 2007)
- Executive Director, Retail Marketing @ (January 2001 - January 2003)
- Certified Six Sigma Black Belt @ (January 2000 - January 2001)
Jill Olson Education
- University of Saint Catherine
Masters of Organizational Leadership (Strategy)
2009-2013 - University of Minnesota
Bachelor of Science (Education - English)
1982-1987
Jill Olson Skills
- Strategy
- Project Management
- Six Sigma
- Marketing Strategy
- Leadership
- Financial Services
- Program Management
- Vendor Management
- Change Management
- Financial Planning
- Finance
- Wealth Management
- Insurance
- Sales
- Investments
- Retirement Planning
- Mutual Funds
- Series 7
- Event Management
- Securities
- Management
- Strategic Financial Planning
- Cross-functional Team Leadership
- Business Strategy
- Relationship Management
- Strategic Planning
- Process Improvement
- Marketing
- Coaching
- Consulting
- Team Building
- Performance Management
- Business Process Improvement
- Development
- Project Managers
- Networking
- Business Analysis
- Business Development
- Organizational Development
- Sales Management
- Management Consulting
- Operations
- Talent Management
- Emotional Intelligence
- Business Planning
- Leadership Development
- Cross Functional Team Leadership
- Training
- Business Process
- Program Development
- Organizational Structure
- Project Planning
- Optimization
Jill Olson Summary
- Jill Olson, based in Scottsdale, AZ, US, is currently a Associate at Ameriprise Financial Services, LLC. Jill Olson brings experience from previous roles at Allegiance Wealth Management. A, Spach and Associates A private wealth advisory practice of Ameriprise Financia, Self-employed and Optum Health. Jill Olson holds a 2009 - 2013 Masters of Organizational Leadership in Strategy @ University of Saint Catherine. With a robust skill set that includes Strategy, Project Management, Six Sigma, Marketing Strategy, Leadership and more. Jill Olson has 2 emails and 1 mobile phone numbers on RocketReach.
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