Brian Olson
Branch Manager
- Role
- Branch Manager at Charles Schwab
- Location
- Millburn, NJ, US
- LinkedIn followers
- 500 followers
About Brian Olson
As a Branch Manager, I lead our Millburn Branch and I am personally committed to exceeding our clients’ expectations. At Schwab, we are committed to providing advice unique to your situation that is clear, relevant, and actionable, and we’ll work hard to find solutions and strategies that are right for you.We can assist you with:• Wealth management• Investing• Retirement planning• College planning • And moreAnd you’ll benefit from Schwab’s modern approach to wealth management – one that is all about transparency, value, and helping you take ownership of your finances.The best results come from being fully engaged: Let’s work together to make a difference in your financial future. To start the conversation, call me at 90••••••82 or email me at: b••••••••@schwab.com.
Experience
Branch Manager
Nov 2023 — Present · Millburn, NJ, US
Lead key initiatives focused on our clients and the growth of the branch· Engage employees on business plans that focus on practice management, skill development and product/service knowledge· Recruit, train and develop top talent.· Drive local marketing events that focus on enhancing client relationships· Create experiences for our clients that increase client promoter scores with ultra-high net worth clients
Education
East Carolina University
B.S., Communications
1992 — 1995
Elon College
B.S, Communications
1991 — 1992
Skills
- Training
- Strategy
- Banking
- Management
- Credit
- Mortgage Lending
- Series 63
- Leadership
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