Shane Olson
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Shane Olson Email & Phone Number

Wealth Paraplanner at Johnson Financial Group
Location: Waterford, Wisconsin, United States 5 work roles 1 school
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Current company
Role
Wealth Paraplanner
Location
Waterford, Wisconsin, United States
Company size

Who is Shane Olson? Overview

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Quick answer

Shane Olson is listed as Wealth Paraplanner at Johnson Financial Group, a company with 1319 employees, based in Waterford, Wisconsin, United States. AeroLeads shows a matched LinkedIn profile for Shane Olson.

Shane Olson previously worked as Fund Accounting Intern at Umb Bank and Founder at Boys In Boots. Shane Olson holds Bachelor Of Business Administration - Bba, Finance, General, Senior from University Of Wisconsin-Whitewater.

Company email context

Email format at Johnson Financial Group

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Johnson Financial Group

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Profile bio

About Shane Olson

I’m an up-and-coming Financial Services professional entering my final year of college. I’m looking to transition the knowledge I’ve gained from my collegiate and internship experience into the financial services industry. My focus has always been on roles emphasizing client relationships, financial planning, and advising. My style is rooted in creating an environment of mutual trust, open communication, fostering collaboration and team success. I have the unique ability to lead multiple initiatives simultaneously without compromising quality or efficiency. My peers often look to me for leadership and guidance. I aim to be part of an organization that thrives on trust and mutual respect, operates with a growth mindset and challenges me to continuously grow and learn. I am excited to bring my unique blend of skills, passion for financial services, and commitment to client success. Let's connect and explore how I can contribute to your organization!

Current workplace

Shane Olson's current company

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Johnson Financial Group
Johnson Financial Group
Wealth Paraplanner
Waterford, WI, US
Website
Employees
1319
AeroLeads page
5 roles

Shane Olson work experience

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Fund Accounting Intern

Current

Milwaukee, Wisconsin, United States

May 2024 - Present

Founder

Boys In Boots

Mukwonago, Wisconsin, United States

Responsible for generating, bidding on and creating quotes to potential clients. Manage a team of laborers, scheduling and monitoring their progress from the beginning of the project through completion to drive customer satisfaction.

Aug 2020 - Apr 2024

Summer Events Staff

New Berlin, Wisconsin, United States

Responsible for communication with events coordinators and managers to plan, set-up and execute events with Beechwood’s product.

May 2023 - Aug 2023

Summer Retail Specialist

Milton, Wisconsin, United States

Responsible for communicating with managers and sales teams, building displays to entice customers to purchase our product. Also assisted drivers by ensuring our shelves were cleansed and products werestocked.

May 2022 - Aug 2022
Team & coworkers

Colleagues at Johnson Financial Group

Other employees you can reach at johnsonbank.com. View company contacts for 1319 employees →

1 education record

Shane Olson education

FAQ

Frequently asked questions about Shane Olson

Quick answers generated from the profile data available on this page.

What company does Shane Olson work for?

Shane Olson works for Johnson Financial Group.

What is Shane Olson's role at Johnson Financial Group?

Shane Olson is listed as Wealth Paraplanner at Johnson Financial Group.

Where is Shane Olson based?

Shane Olson is based in Waterford, Wisconsin, United States while working with Johnson Financial Group.

What companies has Shane Olson worked for?

Shane Olson has worked for Johnson Financial Group, Umb Bank, Boys In Boots, Beechwood Sales And Service, and Frank Beverage Group.

Who are Shane Olson's colleagues at Johnson Financial Group?

Shane Olson's colleagues at Johnson Financial Group include Jamie K. Holmes, Elijah Nelson, Heidi Baudry, Terry Herder, and Margie Lemay.

How can I contact Shane Olson?

You can use AeroLeads to view verified contact signals for Shane Olson at Johnson Financial Group, including work email, phone, and LinkedIn data when available.

What schools did Shane Olson attend?

Shane Olson holds Bachelor Of Business Administration - Bba, Finance, General, Senior from University Of Wisconsin-Whitewater.

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