Trust Operations Associate
First Business Trust and Investments
Madison, Wisconsin (HQ)
Jacob Olsen works as a Trust Specialist with First Business Trust & Investments. Jacob is originally from Milwaukee, WI, however, he grew up in Perth, Western Australia and eventually attended college at Colorado State University. After graduating with a degree in Corporate Finance and Investment Analysis, Jacob started working for a large broker dealer in Denver, holding roles such as customer service associate, securities trader, and eventually Anti-Money Laundering analyst. After working for the broker dealer in Denver for 6 years, Jacob decided to return to Wisconsin to escape the high cost of living and be closer to family.
In his free time he enjoys playing golf, watching stand-up comedy, and getting outside to fish whenever the weather is nice. Jacob currently holds the Accredited Asset Management Specialist (AAMS) designation and previously held the FINRA Series 7, 63, 9, and 10.