Mary Olson

Mary Olson Email and Phone Number

Director of Investment Operations @ Richardson Financial Group, Inc.
menomonee falls, wisconsin, united states
Mary Olson's Location
Menomonee Falls, Wisconsin, United States, United States
Mary Olson's Contact Details

Mary Olson personal email

n/a

Mary Olson phone numbers

About Mary Olson

Mary Olson is a Director of Investment Operations at Richardson Financial Group, Inc..

Mary Olson's Current Company Details
Richardson Financial Group, Inc.

Richardson Financial Group, Inc.

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Director of Investment Operations
menomonee falls, wisconsin, united states
Employees:
13
Mary Olson Work Experience Details
  • Richardson Financial Group, Inc.
    Director Of Investment Operations
    Richardson Financial Group, Inc. Oct 2016 - Present
    Meonomee Falls, Wi
    I am the Director of Investment Operations at Richardson. In this role, I manage all operational aspects of the investment management practice. My responsibilities include managing client cash needs, implementing trades, development and distribution of client performance reports, maintaining the client reporting database, and assisting with various internal quality control procedures. In addition, I play a key role in monitoring and managing the compliance responsibilities for the firm.I joined Richardson in September 2011 with over 14 years of experience in the investment field. I earned a Bachelor of Science degree in Finance and minor in Economics from the University of Wisconsin-Oshkosh. Mary is also a graduate of the Leadership Intensive Program, a powerful personal development course encouraging the use of our unique gifts in the world.
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  • Richardson Financial
    Director Of Investment Client Service
    Richardson Financial Sep 2011 - Oct 2016
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  • Ellenbecker Investment Group
    Vp Of Operations
    Ellenbecker Investment Group Jun 1997 - Sep 2011
  • Associated Bureaus
    Customer Service Manager
    Associated Bureaus May 1990 - May 1997
    Mendota Heights, Mn

Mary Olson Education Details

  • University Of Wi Oshkosh
    University Of Wi Oshkosh
    Finance, Economics,General
  • Germantown High School
    Germantown High School

Frequently Asked Questions about Mary Olson

What company does Mary Olson work for?

Mary Olson works for Richardson Financial Group, Inc.

What is Mary Olson's role at the current company?

Mary Olson's current role is Director of Investment Operations.

What is Mary Olson's email address?

Mary Olson's email address is ma****@****ial.com

What is Mary Olson's direct phone number?

Mary Olson's direct phone number is (262) 255*****

What schools did Mary Olson attend?

Mary Olson attended University Of Wi Oshkosh, Germantown High School.

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