Associated Banc-Corp

09/03/2024 | Press release | Distributed by Public on 09/04/2024 07:44

Charity Olson promoted to Director of Trust Services Private Wealth with Associated Bank

GREEN BAY - Associated Banc-Corp(NYSE: ASB) (Associated")announces the promotion of Charity Olson to the role of Director of Trust Services in Private Wealth. She is responsible for the oversight and management of fiduciary trust administration working to provide insight on Wealth Preservation, Estate Planning and employ Risk Management strategies for individuals and institutions.

In addition, Olson is responsible for overseeing the Corporate Trust Business Line of Associated Trust Company, including the administration of trustee, paying agency, refunding escrow, other post-employment benefits (OPEB), custody and third-party escrow accounts.

With more than 25 years of banking experience, Olson has been a member of the Associated Bank team since 2004. She started as a trust and treasury operations manager, overseeing and managing trust and treasury operations units to secure timely and accurate processing of securities and bank functions. As her career with Associated grew, Olson transitioned into a liaison role working with Institutional clients. She progressed into a fiduciary management role on the administrative side of the trust company. Since 2017, she has served as Associated Private Wealth's Personal and Corporate Trust Manager and holds several certifications and licenses, including:

  • Certified Wealth Strategist (CWS)
  • Certified Securities Operations Personnel (CSOP)
  • Certified Trust Financial Advisor (CTFA)
  • Certified Corporate Trust Specialist (CCTS)
  • Corporate Trust Master Certification (CTMC)
  • Series 7: FINRA General Industry License
  • Series 9, 10 and 24: FINRA Principal/Supervisory Licenses
  • Health and Life Insurance Licenses

"Charity's deep knowledge of personal finance and wealth planning helps clients gain clarity, peace of mind and achieve better alignment to life goals," said Jayne Hladio, executive vice president and president of Private Wealth, Associated Bank. "Her expertise helps our clients preserve their financial wealth, align financial decisions to create future prosperity and considers how wealth can be used to care for loved ones."

Associated Bank's Private Wealth team offers boutique service in Private Banking, Wealth Planning, Personal Trust, Investment Services, Retirement Plan Services and Investment Management. The team's advisors ensure that wealth planning aligns with individual and institutional goals and offers strategies to attain them.

Olson holds a bachelor's degree in public relations from Clemson University. In the community, she is actively involved and volunteers at her children's school. In addition, Olson serves on the board of the YWCA and volunteers with the American Cancer Society among other organizations.

She is located in Green Bay, Wisc.

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ABOUT ASSOCIATED BANC-CORP

Associated Banc-Corp (NYSE: ASB) has total assets of $41 billion and is the largest bank holding company based in Wisconsin. Headquartered in Green Bay, Wisconsin, Associated is a leading Midwest banking franchise, offering a full range of financial products and services from nearly 200 banking locations serving more than 100 communities throughout Wisconsin, Illinois and Minnesota. The company also operates loan production offices in Indiana, Michigan, Missouri, New York, Ohio and Texas. Associated Bank, N.A. is an Equal Housing Lender, Equal Opportunity Lender and Member FDIC. More information about Associated Banc-Corp is available at www.associatedbank.com.