Client Services Associate
Current
May 2022 - Present
AeroLeads people directory · profile
Olivia Barton Email & Phone Number
Client Services Associate at Donaldson Capital Management
at
Donaldson Capital Management
1 work email found
@dcmol.com
LinkedIn matched
✓ Verified Jul 2026
4 data sources
Profile completeness 86%
Current company
Role
Client Services Associate at Donaldson Capital Management
Location
Greater Evansville Area, United States
Company size
Who is Olivia Barton? Overview
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Quick answer
Olivia Barton is listed as Client Services Associate at Donaldson Capital Management at Donaldson Capital Management, a with 36 employees, based in Greater Evansville Area, United States. AeroLeads shows a work email signal at dcmol.com and a matched LinkedIn profile for Olivia Barton.
Olivia Barton previously worked as Client Services Associate at Donaldson Capital Management and Staff Accountant at Era First Advantage Realty, Inc.. Olivia Barton holds Bachelor Of Arts, Accounting from University Of Southern Indiana.
Company email context
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{first_initial}{last}@dcmol.com
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Profile bio
About Olivia Barton
I am an accountant working in Client Services at Donaldson Capital Management. I have a variety of experience in public accounting as well as working in private companies.
Current workplace
Olivia Barton's current company
Company context helps verify the profile and gives searchers a useful next step.
Donaldson Capital Management
11 roles
Olivia Barton work experience
A career timeline built from the work history available for this profile.
Staff Accountant
Aug 2019 - May 2022
Staff Accountant
Jul 2018 - Jul 2019
Staff Accountant
Sep 2017 - Jul 2018
Tax Intern
Jan 2017 - May 2017
Audit Intern
Assisted on 4 employee-benefits audits, helped clients with program implementation, analyzed tax data.
May 2016 - Jun 2016
Business Manager
Usi Shield Newspaper
Reorganize and manage record keeping. Invoice and track all advertising transactions. Perform biweekly payroll. Acquire and implement new CRM, saving the business $900 per year. Develop and maintain efficient ways to track revenue and revenue goals. Saved over $2,000 in invoicing errors by auditing transactions for the previous year.
Jan 2016 - May 2016
Teacher'S Assistant
Graded papers. Worked on a project for the Finance Department inputting and analyzing data. Created PowerPoints for lectures. Transcribed interview notes. Created citations for academic publications.
Sep 2014 - Dec 2015
Tutor
Assisted students in learning accounting, economics, and business statistics courses.
Jan 2015 - Apr 2015
Tax Intern
United Companies
Assisted in inputting, organizing, and analyzing data. Gathered documents for an audit. Filed tax return amendments. Corrected errors resulting from implementation of a new program. Researched tax law for entering new types of business and entering new locations. Organized electronic filing system. Created excel database for recording new transactions. Reconciled accounts between tax and accounting programs.
May 2015 - Aug 2015
Administrative Assistant
Intially ran the admissions front desk and coordinated campus visits; then moved to inputting potential student information and organizing and maintaining the potential student filing system
Sep 2012 - May 2014
Team & coworkers
Colleagues at Donaldson Capital Management
Other employees you can reach at dcmol.com. View company contacts for 36 employees →
CC
Christopher Corcoran
Colleague at Donaldson Capital ManagementAtlanta, Georgia, United States
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BH
Braden Herendeen, Cfp®
Colleague at Donaldson Capital ManagementIndianapolis, Indiana, United States
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JK
J.K. Keach, Chfc
Colleague at Donaldson Capital ManagementColumbus, Indiana, United States
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GD
Greg Donaldson
Colleague at Donaldson Capital ManagementEvansville, Indiana, United States
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PM
Preston May, Cbe®
Colleague at Donaldson Capital ManagementNewburgh, Indiana, United States
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GL
Gray Long
Colleague at Donaldson Capital ManagementAtlanta Metropolitan Area, United States
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SM
Sarah Moore, Cfp®
Colleague at Donaldson Capital ManagementUnited States
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AV
Alan Van Cleef
Colleague at Donaldson Capital ManagementEvansville, Indiana, United States
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MB
Matt Bernhardt, Aif®, Fpqp®
Colleague at Donaldson Capital ManagementEvansville, Indiana, United States
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ZS
Zachary S. Chavira, C(K)P®, Aif®
Colleague at Donaldson Capital ManagementEvansville, Indiana, United States
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Christopher Corcoran
Colleague at Donaldson Capital ManagementAtlanta, Georgia, United States
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BH
Braden Herendeen, Cfp®
Colleague at Donaldson Capital ManagementIndianapolis, Indiana, United States
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JK
J.K. Keach, Chfc
Colleague at Donaldson Capital ManagementColumbus, Indiana, United States
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GD
Greg Donaldson
Colleague at Donaldson Capital ManagementEvansville, Indiana, United States
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PM
Preston May, Cbe®
Colleague at Donaldson Capital ManagementNewburgh, Indiana, United States
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GL
Gray Long
Colleague at Donaldson Capital ManagementAtlanta Metropolitan Area, United States
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SM
Sarah Moore, Cfp®
Colleague at Donaldson Capital ManagementUnited States
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AV
Alan Van Cleef
Colleague at Donaldson Capital ManagementEvansville, Indiana, United States
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MB
Matt Bernhardt, Aif®, Fpqp®
Colleague at Donaldson Capital ManagementEvansville, Indiana, United States
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ZS
Zachary S. Chavira, C(K)P®, Aif®
Colleague at Donaldson Capital ManagementEvansville, Indiana, United States
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2 education records
Olivia Barton education
Bachelor Of Arts, Accounting
Bachelor Of Arts (Ba), Accounting
FAQ
Frequently asked questions about Olivia Barton
Quick answers generated from the profile data available on this page.
What company does Olivia Barton work for?
Olivia Barton works for Donaldson Capital Management.
What is Olivia Barton's role at Donaldson Capital Management?
Olivia Barton is listed as Client Services Associate at Donaldson Capital Management at Donaldson Capital Management.
What is Olivia Barton's email address?
AeroLeads has found 1 work email signal at @dcmol.com for Olivia Barton at Donaldson Capital Management.
Where is Olivia Barton based?
Olivia Barton is based in Greater Evansville Area, United States while working with Donaldson Capital Management.
What companies has Olivia Barton worked for?
Olivia Barton has worked for Donaldson Capital Management, Era First Advantage Realty, Inc., Bookkeeping & More, Harding, Shymanski & Company, P.S.C., and Usi Shield Newspaper.
Who are Olivia Barton's colleagues at Donaldson Capital Management?
Olivia Barton's colleagues at Donaldson Capital Management include Christopher Corcoran, Braden Herendeen, Cfp®, J.K. Keach, Chfc, Greg Donaldson, and Preston May, Cbe®.
How can I contact Olivia Barton?
You can use AeroLeads to view verified contact signals for Olivia Barton at Donaldson Capital Management, including work email, phone, and LinkedIn data when available.
What schools did Olivia Barton attend?
Olivia Barton holds Bachelor Of Arts, Accounting from University Of Southern Indiana.
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