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Alexander Olson

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Alexander Olson

Vice President, Financial Consultant | Rockland Trust

Boston, Massachusetts, United States

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Alexander Olson

Summary

Alexander Olson is a seasoned financial consultant with a wealth of experience in investment management and wealth advisory services. Currently serving as Vice President at Rockland Trust Investment Management Group, he specializes in retirement planning, asset allocation, and private banking. His career spans over a decade in various prominent financial institutions, showcasing his expertise in both corporate and personal finance. Alexander's unique blend of skills in business development and customer service has allowed him to build strong relationships with clients, ensuring their financial goals are met with tailored solutions. He holds a BSBA in Marketing and Economics from Fordham University, which complements his practical experience in the banking sector. Alexander is committed to leveraging his extensive knowledge to help clients navigate the complexities of wealth management.

General

Specialist

Technical Background

Leadership Experience

Long-Term Tenure

Professional interests

Leadership Development

Emerging Technologies

Sustainability

Organisational experience

Corporate Experience

Alexander Olson

Work Experience

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Vice President, Financial Consultant at

Rockland Trust

January 2023 - Present

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Wealth Management Advisor at

Klr Wealth Management, Llc

October 2021 - January 2023

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Vice President, Senior Private Client Advisor at

The Washington Trust Company

June 2019 - October 2021

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Vice President, Senior Private Client Advisor at

Wilmington Trust

November 2017 - June 2019

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Senior Vice President, Wealth Management Advisor at

People's United Bank, N.A.

March 2017 - November 2017

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Vice President, Private Client Advisor at

U.S. Trust

July 2014 - February 2017

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Client Executive, AVP at

Marsh McLennan

December 2013 - July 2014

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Financial Services Professional at

New York Life Insurance Company

September 2009 - December 2013

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Alexander Olson

Education

Fordham University, Bsba

January 1998 - January 2002

Lexington High School, High School Diploma

January 1994 - January 1998

Frequently Asked Questions about Alexander Olson

What is Alexander Olson email address?

Alexander Olson's primary email address is ***************@rocklandtrust.com. To view the full verified email and additional contact details, sign up for free with Muraena.

What company does Alexander Olson work for?

Alexander Olson is a Vice President, Financial Consultant at Rockland Trust, a company specializing in National commercial banks.

Where Alexander Olson graduated from?

Alexander Olson holds a degree in Marketing/Economics from Fordham University.

How can I directly contact Alexander Olson?

To contact Alexander Olson directly, you can use the email address ***************@rocklandtrust.com. Complete contact information is available upon registration with Muraena.

Who is Alexander Olson?

Alexander Olson is a seasoned financial consultant with a wealth of experience in investment management and wealth advisory services. Currently serving as Vice President at Rockland Trust Investment Management Group, he specializes in retirement planning, asset allocation, and private banking. His career spans over a decade in various prominent financial institutions, showcasing his expertise in both corporate and personal finance. Alexander's unique blend of skills in business development and customer service has allowed him to build strong relationships with clients, ensuring their financial goals are met with tailored solutions. He holds a BSBA in Marketing and Economics from Fordham University, which complements his practical experience in the banking sector. Alexander is committed to leveraging his extensive knowledge to help clients navigate the complexities of wealth management.

Alexander`s contact details

mail

***************@rocklandtrust.com

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Terry Becker

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Lisa Antoniotti

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