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Kellen Olson is listed as I maintain client relationships by assisting Trust Administrators with varying aspects of client administration, correspondence, and communication, while interacting with high-net-worth clients. at Montecito Bank & Trust, a company with 187 employees, based in Goleta, California, United States. AeroLeads shows a work email signal at wellsfargo.com and a matched LinkedIn profile for Kellen Olson.
Kellen Olson previously worked as Trust Administrative Specialist at Montecito Bank & Trust and Senior Branch Premier Banker (SAFE) at Wells Fargo Bank, N.A.. Kellen Olson holds Bachelor Of Arts (B.A.), Liberal Studies With Emphasis In Business Finance from California State University-Northridge.
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I have 10 years of experience in the Federal Banking Industry. I work with affluent clients to help manage and transfer wealth. I do this by taking a full-balance-sheet approach to understanding their family dynamic, assets, liabilities, and goals, and build a tailored team of bankers and partners to enhance their relationship and achieve their financial goals.
Listed skills include Banking, Microsoft Office, Customer Service, Event Planning, and 20 others.
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A career timeline built from the work history available for this profile.
Montecito, California, United States
I deliver a World Class Experience by maintaining client relationships by assisting Trust Administrators with varying aspects of client administration, correspondence, and communication, while interacting with high-net-worth clients.
Goleta, California, United States
Work with a select group of affluent clientele to manage and transfer wealth through a detailed understanding of individual and estate assets. Manage a tailored team of specialized bankers to help clients by taking a full-balance-sheet approach to achieve financial goals and relationship enhancements.
Goleta, California, United States
Managing client relationships with complex needs and services by taking a full balance sheet approach to accomplish client goals and enhance their relationships.
Payroll verification and data entry for small business loan applications specific to the SBA Paycheck Protection Program in response to the Covid-19 Relief Act.
15549 Union Ave, Los Gatos, CA 9532
My responsibilities include;face-to-face customer servicemoney handlingsales in a team style working environmentloan officerbank account maintenancefull-service banking
15549 Union Ave, Los Gatos, CA 9532
My responsibilities include; face-to-face customer service, money handling, and sales in a team style working environment.
721 Cliff Dr Santa Barbara, CA 93109
My responsibilities included; food preparation, cooking, and sales.
Coastal Hideaways, Inc. 1211 Coast Village Rd #4 Santa Barbara, CA 93108
My responsibilities included; property inventory, property maintenance, customer liaison service, conflict resolution, company communications, office management, and special projects as required.
100 Soda Bay Rd, Lakeport, CA 95453
My responsibilities included; fabricating and installing boat docks as a labor support within the construction team.
5285 State Street Kelseyville, CA 95451
My responsibilities included; enforcing employee schedules, opening & closing register, customer quality control, health department regulatory compliance, food inventory, food preparation, cooking, and serving.
Other employees you can reach at montecito.bank. View company contacts for 187 employees →
Alvin Soltis
Colleague at Montecito Bank & Trust
United States, United States
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CA
Carissa Almazan
Colleague at Montecito Bank & Trust
Santa Barbara, California, United States, United States
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Robert Worden
Colleague at Montecito Bank & Trust
Santa Barbara, California, United States, United States
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AH
Amanda Hillas
Colleague at Montecito Bank & Trust
Santa Barbara, California, United States, United States
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Elisa Rodriguez
Colleague at Montecito Bank & Trust
Santa Barbara, California, United States, United States
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Joe Valle
Colleague at Montecito Bank & Trust
Ojai, California, United States, United States
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DH
Daniela Hernandez
Colleague at Montecito Bank & Trust
Santa Barbara, California, United States, United States
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CH
Cindy Harford
Colleague at Montecito Bank & Trust
Buellton, California, United States, United States
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WB
Wenda Baerg
Colleague at Montecito Bank & Trust
Santa Barbara, California, United States, United States
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BH
Bonnie Holdren
Colleague at Montecito Bank & Trust
Solvang, California, United States, United States
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Activities and Societies: Marketing Team for Camelbak
Activities and Societies: Honors Classes, Jazz Band, KCORPS, & Rotary Interact
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Kellen Olson works for Montecito Bank & Trust.
Kellen Olson is listed as I maintain client relationships by assisting Trust Administrators with varying aspects of client administration, correspondence, and communication, while interacting with high-net-worth clients. at Montecito Bank & Trust.
AeroLeads has found 1 work email signal at @wellsfargo.com for Kellen Olson at Montecito Bank & Trust.
Kellen Olson is based in Goleta, California, United States while working with Montecito Bank & Trust.
Kellen Olson has worked for Montecito Bank & Trust, Wells Fargo Bank, N.A., Wells Fargo Advisors, Wells Fargo, and Santa Barbara City College.
Kellen Olson's colleagues at Montecito Bank & Trust include Alvin Soltis, Carissa Almazan, Robert Worden, Amanda Hillas, and Elisa Rodriguez.
You can use AeroLeads to view verified contact signals for Kellen Olson at Montecito Bank & Trust, including work email, phone, and LinkedIn data when available.
Kellen Olson holds Bachelor Of Arts (B.A.), Liberal Studies With Emphasis In Business Finance from California State University-Northridge.
Kellen Olson is listed with skills including Banking, Microsoft Office, Customer Service, Event Planning, Management, Linux Operating Systems, Windows And Mac Operating Systems, and Openoffice.
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