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Brian Olson, Qka profile image

Brian Olson, Qka

Managing Director at Chesapeake Benefit Partners
Intro Book
Seasoned financial professional with 20+ years of experience in retirement planning, investments, and process improvement.
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Location
Bellingham, Massachusetts, United States, US
Skills
  • 401k
  • Financial Services
  • Mutual Funds
  • Retirement
  • Erisa
  • Show all
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Bio

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Brian Olson is a seasoned financial professional with expertise in retirement planning, investments, and process improvement. He has over 20 years of experience in the financial services industry, with a strong background in relationship management and risk management. Olson holds a BS in Business Management from Lesley University and a Pension and Employee Benefits Certificate from Bentley University.

Credentials

  • Pension & Employee Benefits Certificate
    Bentley College

Experience

  • Chesapeake Benefit Partners
    • Managing Director
      • Jul 2023 - Present

  • FIS
    • Jacksonville, Florida
    • Senior Director
      • Jan 2019 - Oct 2023
      • Jacksonville, Florida

  • SS&C Technologies
    • Quincy, Massachussetts
    • Director
      • Apr 2018 - Jan 2019
      • Quincy, Massachussetts

      Responsible for management and oversight of a variety of regulatory, compliance and administration aspects of the day to day service operation within DST Retirement Solutions.

  • ASPPA ABC New England
    • President
      • Jan 2013 - Dec 2015

      Fulfilling a 3 year term, the primary responsibilities of the local ABC President is to promote ASPPA National, conduct 4-6 workshops annually in the applicable geographic area and facilitate board meetings. These workshops provide Retirement Plan Professionals the opportunity to network and earn valuable continuing education credits.

  • DST Systems
    • Client Service Officer
      • Mar 2009 - Jan 2011

      Responsible for the Defined Contribution Compliance and Conversion groups.

  • Boston Financial Data Services
    • Client Service Officer
      • Apr 2006 - Mar 2009

      Responsible for the day to day operations of the Conversion, Adjustments, and Compliance groups. The Compliance Group consisted of two teams, Plan Design (document drafting) and Reporting & Testing (nondiscrimination testing and Form 5500 filings).

  • Mercer HR Services
    • Manager Reporting and Testing
      • Jan 2005 - Apr 2006

  • Putnam Investments
    • Manager Reporting and Testing
      • Dec 1994 - Dec 2004

Education

  • 1997 - 1999
    Lesley University
    BS, Business Management
  • 1995 - 1997
    Bentley University
    none, Pension and Employee Benefits
  • 1989 - 1991
    Bryant University
    none, Marketing
  • 1987 - 1989
    Dean College
    Associates, Business Management

Suggested Services

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Industry Focus. “Financial Services”

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