Eric Olson Email and Phone Number
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I'm passionate about empowering businesses and their employees through strategic ownership transitions. Our firm supports companies in creating tailored, effective ESOP structures that drive sustainable growth, support business succession and maximize shareholder value. We collaborate closely with business owners, boards trustees, and financial institutions to craft valuation strategies that align with the company's goals, ensure fairness to all stakeholders, and provide transparent data-driven insights. Our team's expertise can help navigate the complexities of a newly formed ESOP, provide reoccurring ESOP Valuations, Business Valuations and M&A Consulting.I apply my analytical skill set to drive value, anticipate challenges, and deliver solutions that align with both short- and long-term financial goals. Let's connect if you’re interested in discussing industry trends, potential collaborations, or new opportunities in the ESOP space.
Citizens Bank - Wi
View- Website:
- citizenbank.com
- Employees:
- 125
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Commercial Relationship Manager, AvpCitizens Bank - WiBrookfield, Wi, Us
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Valuation ConsultantEsi Equity Oct 2024 - PresentWaukesha, Wi, Us -
Commercial Relationship Manager, AvpCitizens Bank - Wi Jun 2023 - Oct 2024Mukwonago, Wi, UsProvides knowledge and expertise to offer banking solutions and advice on all types of banking products and services, including cash management, credit to support working capital and capital investment, treasury and payment services, and financial planning.
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Commercial Relationship Manager, OfficerFifth Third Bank Dec 2021 - Jun 2023Cincinnati, Ohio, UsResponsible for the acquisition, retention, and expansion of privately-held middle market clients. Help structure, negotiate, and manage complex credit relationships as well as develop and execute relationship management plans for prospective clients. -
Associate Relationship ManagerFifth Third Bank Sep 2020 - Dec 2021Cincinnati, Ohio, UsResponsible for identifying middle market prospects and maintain CRM systems for the Wisconsin middle market. Drafted and submitted opportunity memo's on behalf of the relationship managers in market.
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Credit Analyst IiFifth Third Bank Nov 2019 - Sep 2020Cincinnati, Ohio, UsResponsible for supporting a portfolio of business and aggressively soliciting and servicing prospective and current clients to produce a variety of commercial loans, as well as generating and managing a portfolio of non-loan business and/or corresponding relationships.
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Credit Analyst IFirst Bank Financial Centre (Fbfc) Jul 2018 - Nov 2019Oconomowoc, Wisconsin, UsAnalyzes credit data and financial information of companies that are applying for credit or loans to determine the risk that FBFC, or credit-granting institution will not recoup funds loaned. -
Senior Credit AnalystHuntington National Bank Mar 2017 - Jul 2018Columbus, Ohio, UsAnalyzes credit data and financial information of companies that are applying for credit or loans to determine the risk that Huntington National Bank, or credit-granting institution will not recoup funds loaned. -
Junior Credit AnalystJohnson Bank May 2016 - Feb 2017Racine, Wi, UsAnalyzes credit data and financial information of companies that are applying for credit or loans to determine the risk that Johnson Bank, or their affiliates will not recoup funds loaned. -
Financial Professional Associate- InternPrudential Financial May 2015 - Sep 2015Newark, New Jersey, UsFocus primarily on local firm level with recruiting activities, marketing activities, and specific curriculum to help prepare myself for a career in the financial industry.
Eric Olson Skills
Eric Olson Education Details
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University Of Wisconsin-WhitewaterAnd Securities
Frequently Asked Questions about Eric Olson
What company does Eric Olson work for?
Eric Olson works for Citizens Bank - Wi
What is Eric Olson's role at the current company?
Eric Olson's current role is Commercial Relationship Manager, AVP.
What is Eric Olson's email address?
Eric Olson's email address is eric.olson@53.com
What is Eric Olson's direct phone number?
Eric Olson's direct phone number is +126294*****
What schools did Eric Olson attend?
Eric Olson attended University Of Wisconsin-Whitewater.
What are some of Eric Olson's interests?
Eric Olson has interest in Boating, Children, Gardening, Education, Environment, Golfing, Hiking, Biking, Disaster And Humanitarian Relief, Human Rights.
What skills is Eric Olson known for?
Eric Olson has skills like Leadership, Microsoft Office, Time Management, Leadership Development, Microsoft Excel, Recruiting, Finance, Team Leadership, Organizational Effectiveness, Public Relations, Analysis, Coaching.
Who are Eric Olson's colleagues?
Eric Olson's colleagues are John Eggert, Becca Carratt, Pam Curler, Matthew Coates, Brit Radloff, Gladys Borchardt, Rich Ambrose.
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