Derek Olson Email & Phone Number

Jacksonville, Florida, United States

I 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.

In 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.

Lincoln, RI

Managed 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.

In 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.

In 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.