Julie Olander, Cfp®, Ctfa, Aams® Email & Phone Number

Scottsdale, Arizona, US

• Present and organize estate plans to help clients understand what they have and how their goals align with their documents
• Design and present customized financial plans for Ashton Thomas clients in multiple states (in person and virtually)
• Serve as a financial planning resource and trainer for an elite group of Financial Advisors with varying levels of financial planning skill and experience.
• Meet with clients at various stages of the financial planning process: from data gathering through implementation
• Help create a database of financial planning modules, tools, and resources
• Assist in optimizing and marketing an electronic financial planning discovery process and tools

Alpharetta, GA, US

• Merit Financial Advisors acquired I.M. Wealth Care as of 4/1/22***
• Proactively identify, analyze, and implement opportunities for customer contact with the goal of improving the client’s current financial positions and simultaneously building and nurturing the existing clients.
• Participate and take notes in client review meetings, prospect meetings, and implementation meetings.
• Track and document all account changes, communication, and interactions with clients and prospects in the CRM.
• Manage alternative investment purchases and compliance requirements.
• Review and resolve client account related issues.

• Assist Certified Financial Planners in guiding clients to keep their financial promises once they have helped summarize their goals and developed an understanding of their financial commitments.
• Manage life and disability insurance applications for the firm.
• Act as a liaison for clients to coordinate with financial advisors and CPA partners.
• Focus on account research and resolution to facilitate an exceptional and compliant client experience.
• Follow through account creation and maintenance per financial advisor’s recommendations and client requests.
• Maintain branch records in compliance with FINRA, SEC, state, and company regulations.

San Antonio, Texas, US

• Provide excellent service when assisting members with brokerage and mutual fund accounts while remaining compliant with company, state, and federal regulations.
• Upon discovering problems or inconsistencies, will take ownership to resolve the issue in order to ensure smooth processing and consistent understanding across the floor.
• Remain knowledgeable and up-to-date on regulations and financial news while sharing best practices and important information with team members to facilitate USAA’s mission to be a provider of choice to the community.
• Ask relevant questions to uncover needs of members and gain an understanding of how the community perceives finances.

San Antonio, Texas, US

• As a licensed insurance representative research and attend classes to remain knowledgeable of changing regulations and state specific requirements for 24 different states.
• Submit various innovative ideas to corporate after identifying a way to improve employee retention.
• Act as a subject matter expert for career development and billing for a team of 10-15 peopleDisplay confidence while facilitating the mission of USAA to secure the financial security of members.
• Provide offers and solutions to encourage member to purchase new products that will be beneficial and widen the breath of their relationship with USAA.
• Identify needs of member and display empathy while uncovering different life events that have a significant impact on members’ finances.
• Resolve issues and identify appropriate issues of escalation while continuously driving for positive results.

Colorado, US

I believe that it is our mission at Career Confidence to help fellow college graduates start a career using the skills learned from a college education and we have the skills and experience to do so. I am excited to continue my journey to help raise the national percentage of college graduates working a job that requires a degree from the messily 30% it is.

Santa Ana, CA, US

• Effectively manage a portfolio of 100 -170 students to ensure a high level of successful placement outcomes while building rapport and providing excellent customer service.
• Assess each student and graduate to determine the correct level of coaching needs, including coaching graduates on professionalism, resume building, job search strategies, interviewing techniques, salary negotiations.
• Selected based on a proven record of performance to participate in various exclusive focus groups aimed at developing departmental best practices knowledge and techniques.
• Work within interdepartmental team members daily (i.e. Employer Development Specialist, Admissions, Student Services, Student Finance, Faculty, etc.) to determine gaps between students and placement opportunities.
• Develop graduates resumes and cover letters to market to potential employers.
• Market graduates to potential employers and establish connections for ongoing relationships to increase job placement rates.Highlight: Regularly rated in the top 25% of the department and was the top producer of career.

Arvada, Colorado, US

• Coordinated recruitment, pre-screened, and interviewed candidates (over the phone and in person) for open temporary, temp-to-hire, and permanent positions ranging in yearly salaries from $18,720 to $80,000+.
• Assisted in processing payroll for over 200 employees weekly, including weekly management of new hire paperwork (i.e. E-Verify, reference checks, reported new hires to the State of Colorado, and Form I-9 requirements).
• Managed accounts receivable and weekly billing to clients by utilizing Intuit QuickBooks.
• Trained and managed front desk personnel/reception on procedures and administrative duties as well as trained candidates on current laws and procedures in the real estate industry in order to become leasing agents.
• Interacted with clients and candidates over the phone and in person in order to marketing services, including client visits and representing the company at trade shows. Highlight: Assisted in the organization.

Hingham, MA, US

• Recommended, selected, and helped locate or obtain merchandise based on customer needs and desires.
• Maintained knowledge of current sales and promotions as well as policies regarding payment and exchanges.
• Regularly met and exceeded daily sales goals.

Bachelor Of Arts, Psychology

Completed Education Requirements For The Certified Financial Planner™ Certification