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@wealthwave.com
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Julie Olson is listed as Financial Educator at WealthWave, a company with 663 employees, based in Provo, Utah, United States. AeroLeads shows a work email signal at wealthwave.com and a matched LinkedIn profile for Julie Olson.
Julie Olson previously worked as Digital Marketing Student at Utah Valley University and Personal Banker II at Wells Fargo. Julie Olson holds Digital Marketing, Marketing/Marketing Management, General from Utah Valley University.
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Passionate Financial Educator on a mission to eradicate financial illiteracy. Over the past 3 years at WealthWave, I've empowered families across the US, Canada, and Puerto Rico by teaching them How Money Works. Witnessing silent desperation, I strive to eliminate financial uncertainty and equip individuals with vital knowledge.As a Digital Marketing Student at Utah Valley University, I honed proficiency in the Adobe Suite, creating captivating visuals that drive results. I collaborated on effective social media strategies for local businesses, showcasing my skills in team dynamics, content creation, and scheduling.During my 7-year tenure at Wells Fargo, I fortified my commitment. As a Personal Banker II, I developed tailored solutions for clients, partnering with diverse teams and community entities. With a focus on proactive customer engagement, I organized Customer Connection meetings and nurtured high-net-worth client relationships.Stepping into the role of Regional Bank Branch Manager, I fostered teamwork, ideation, and strategic planning. I galvanized teams to surpass branch objectives, emphasizing the importance of detail-oriented compliance and community engagement. I cultivated expansive networks, tapping into diverse resources to consistently exceed targets.My journey began as a Service Manager, where I nurtured team growth and achieved a top-performing teller line. As a Personal Banker, I achieved record loan volumes through relationship building. In my role as Lead Teller, I ensured smooth transactions and secured sales success.My career also includes roles as an Advertising Director, where I executed impactful door-to-door sales strategies, and as a Sales Specialist at Direct TV, where my telemarketing prowess consistently yielded sales.With unwavering dedication, I'm committed to transforming financial literacy and enabling families to secure their futures.
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Utah, United States
Helping families around the United States, Canada, and Puerto Rico teaching them How Money Works. So many families are living silent lives of desperation not knowing what to do with their finances. Our missions is to help eliminate financial literacy.
Orem UT
-Proficient in Adobe Photoshop, Light Room, After Effects, Premiere Pro, InDesign, and Illustrator. Created personal logos, business commercial, and worked on developing own personal photography business.-Worked in a team setting to engaged social media plan for a local business in order to grow their social media marketing presence.-Developed personal.
Spanish Fork
-Developed partnerships with Wealth Management Team & Business Specialist to segment high net worth clients.-Involved in community meetings; chamber of commerce, attend local business networking groups (BNI), and partner with local schools/administrations.-Ask customers what’s important to them and provide them with accurate and balanced product and.
Provo, Utah Area
-Facilitated monthly and weekly meetings for the conveyance of Team Member ideas that contributed to the business's growth-Creating step-by-step processes to allow intermediate and endpoint deadlines for all Branch objectives thus making it easy to identify major obstacles and brainstorm solutions-Utilize interpersonal skills to motivate and encourage Team.
Provo, Utah Area
-Developed bench strength, promoting 5 tellers within Wells Fargo (into Lead Tellers, Bankers, and Service Manager).-Created partnership with Service Manager 1 and deployed activities and behaviors that would help develop the team.-Developed top producing teller line in the Canyons District consecutively 3 quarters in a row-Partnered with Compliance Team.
Spanish Fork
-Highest Loan Volume in Canyon's District 2 quarters in a row (Rookie quarters)-Developed a follow-up strategy with each customer thus creating lifelong relationships-Helped find affluent opportunities with high net wroth customers by building a relationship.
Spanish Fork, UT
-Received higher limits to oversee teller transaction for approvals-Achieved silver ranking is sales
-Door to Door sales for security services-Partnered with Technicians for cross sales
Provo, Utah Area
-Telemarketing for Dish Network. -Averaged 2-4 sales a day
Other employees you can reach at wealthwave.com. View company contacts for 663 employees →
Celene Wealthwave
Colleague at WealthwaveCanada, Canada
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Alexx Monroy
Colleague at WealthwaveWichita, Kansas Metropolitan Area, United States
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Donald Power
Colleague at WealthwaveMckinney, Texas, United States, United States
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James Schwartz
Colleague at WealthwavePlano, Texas, United States, United States
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Marcus Mitchell
Colleague at WealthwaveCincinnati, Ohio, United States, United States
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Robert Yancey
Colleague at WealthwaveRichmond, Virginia, United States, United States
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Akaisha Brooks
Colleague at WealthwaveDenver, Colorado, United States, United States
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Ketaan Bhakta
Colleague at WealthwaveCleburne, Texas, United States, United States
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Tracy Hill-Oriyomi
Colleague at WealthwaveAtlanta Metropolitan Area, United States
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Julie Sun, Cpa
Colleague at WealthwaveBellevue, Washington, United States, United States
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Quick answers generated from the profile data available on this page.
Julie Olson works for WealthWave.
Julie Olson is listed as Financial Educator at WealthWave.
AeroLeads has found 1 work email signal at @wealthwave.com for Julie Olson at WealthWave.
Julie Olson is based in Provo, Utah, United States while working with WealthWave.
Julie Olson has worked for Wealthwave, Utah Valley University, Wells Fargo, Shield Protection, and Direct Tv.
Julie Olson's colleagues at WealthWave include Celene Wealthwave, Alexx Monroy, Donald Power, James Schwartz, and Marcus Mitchell.
You can use AeroLeads to view verified contact signals for Julie Olson at WealthWave, including work email, phone, and LinkedIn data when available.
Julie Olson holds Digital Marketing, Marketing/Marketing Management, General from Utah Valley University.
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