Derek Olson Email and Phone Number
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As a Fidelity Investments Onboarding Team Leader, I manage a group of associates, who are responsible for providing world class service when you call or visit Fidelity!My passion for finance runs deep as I have spent my entire professional career in this industry! I love to study the markets and keep up with the latest developments! I recently completed CFA Level III exam in September 23' and look forward to obtaining my charter in the future! My goal is to help others make sound financial and business decisions. If you’re seeking a career change or want to learn more about how Fidelity can be a part of your future be sure to reach out!
Fidelity Investments
View- Website:
- fidelity.com
- Employees:
- 52767
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Onboarding Team LeaderFidelity Investments Aug 2021 - PresentJacksonville, Florida, United StatesI currently lead a team of CRA associates that are new to Fidelity. My role is to help them through the onboarding process, obtain their FINRA licenses and ultimately get them ready to help Fidelity customers when they call. Other duties involve managing day to day operations for the team, conducting various meetings and huddles and coaching to risk items such as trading activities and money transfers.
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Vice President, Sr Business Control SpecialistMerrill Lynch Feb 2020 - Aug 2021In this role I was responsible for mitigating risk items that were escalated through complaint reviews and legal processes. Thoroughly analyzed issues that had control gaps and worked with business partners to address and remediate. -
Vice President, Investment Center Team ManagerMerrill Lynch Feb 2014 - Feb 2020Lincoln, RiManaged a team of licensed Investment Specialists for Merrill Edge, a division of Merrill Lynch. My team was responsible for providing a world class experience to our clients while growing the business through deepening conversations. Managed risk and ensured all firm and industry rules were followed.
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Premium Elite Investment SpecialistMerrill Lynch May 2012 - Feb 2014In this role I assisted high net worth associates placing trades, moving money and handling escalated services items. Additionally, I was responsible for maintaining clients and growing assets by having holistic goals-based conversations, providing Merrill's overall value proposition. Leader on the team, achieved circle of excellence award back to back quarters.
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StockbrokerScottrade Sep 2010 - May 2012In this role I assisted clients within a Scottrade branch. Conducted welcome calls for new clients, processed client documents and conducted branch seminars on various topics.
Derek Olson Skills
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Frequently Asked Questions about Derek Olson
What company does Derek Olson work for?
Derek Olson works for Fidelity Investments
What is Derek Olson's role at the current company?
Derek Olson's current role is Onboarding Team Leader at Fidelity Investments.
What is Derek Olson's email address?
Derek Olson's email address is de****@****ity.com
What schools did Derek Olson attend?
Derek Olson attended University Of Rhode Island - College Of Business Administration.
What skills is Derek Olson known for?
Derek Olson has skills like Equities, Series 7, Mutual Funds, Securities, Investment Strategies, Management, Customer Service, Relationship Management.
Who are Derek Olson's colleagues?
Derek Olson's colleagues are Rigdon Whitfield, Dr. Robin John Quest, Matt Jacobson, Robert Adams, Tim Sheridan, Sham Ganglani, Gianluca Penta.
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