Joseph Olson Email & Phone Number
Vice President, Senior Portfolio Manager @ Midwest Institutional Trust Services
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Joseph Olson Location
- Milwaukee, WI, US
Joseph Olson Work
- Vice President, Senior Portfolio Manager @ (January 2024 - Present)
- Director, Senior Portfolio Manager @ BMO Global Asset Management U.S. (July 2011 - December 2023)
- Institutional Trust Portfolio Manager, Vice President @ M&I Wealth Management (March 2008 - July 2011)
- Financial Analyst, Assistant Vice President @ M&I Wealth Management (February 2003 - March 2008)
- Financial Advisor Internship @ (May 2002 - August 2002)
Joseph Olson Education
- University of Wisconsin-Milwaukee
MBA (Investment Management)
2004-2009 - University of Wisconsin-Eau Claire
BS (Business Finance & Management)
1998-2002
Joseph Olson Skills
- Portfolio Management
- Asset Management
- Wealth Management
- Retirement Plan Consulting
- Investment Strategies
- Asset Allocation
- Alternative Investments
- Asset Managment
- Finance
- Investments
- Retirement
- Financial Services
- Mutual Funds
- Retirement Planning
- Business Development
- Public Speaking
- Financial Analysis
Joseph Olson Summary
- Joseph Olson, based in Milwaukee, WI, US, is currently a Vice President, Senior Portfolio Manager at Midwest Institutional Trust Services. Joseph Olson brings experience from previous roles at BMO Global Asset Management U.S., M&I Wealth Management and Merrill Lynch. Joseph Olson holds a 2004 - 2009 MBA in Investment Management @ University of Wisconsin-Milwaukee. With a robust skill set that includes Portfolio Management, Asset Management, Wealth Management, Retirement Plan Consulting, Investment Strategies and more. Joseph Olson has 4 emails and 8 mobile phone numbers on RocketReach.
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Top Midwest Institutional Trust Services Employees
Sarah Tripp
Senior Financial Analyst
Milwaukee, WI, US
Richard Young
President
Leawood, KS, US
Kim Palleon
Relationship Manager, Vice President
Milwaukee, WI, US
Susan Harvey
Investment Coordination
Milwaukee, WI, US
Rachel Hartman
Senior Vice President and Head of Strategic Initiatives
Milwaukee, WI, US
Tom Lucas
Senior Compliance Analyst
Milwaukee, WI, US
Marty Erfort
Officer, Relationship Coordinator
Chicago, IL, US
Ramona Griffin
Senior Relationship Manager
Chicago, IL, US
Tricia Zimmel
Senior Relationship Manager
Milwaukee, WI, US
Luke Michalski
Senior Relationship Coordinator
Milwaukee, WI, US
Sammuel Perez
Vice President, Head of Relationship Coordination
Milwaukee, WI, US
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