Phillip
Olsen
· Spanish
EXPERIENCE Spanish Fork,
· Started a widget development company by leveraging a bank loan of less than $60,000 and obtained revenue stability within six months
· Recognized by Google as their top Gadget Developer: www.google.com/ig/authors with 3 million users of deployed gadgets
· Invited by Google to develop on pre-launch API’s as a “Trusted Google Tester”
· Recipient of a Google Ventures grant
· Employed
developers and content providers from the
Account & Operations
Manager Kintera, Inc. August 2003-Dec 2006
·
Account manager of Donor Advised Fund clients, which included several of the
largest
· Managed technology & operations to ensure integrity of our financial system and accurate accounting of over $500 Million and 15,000 accounts
· Supervised the generation and execution of account fees, broker compensation distributions and quarterly account statements
· Defined product development needs and ensured that programming efforts were aligned to accomplish these initiatives
· Championed the product throughout the company to implement and development strategies across all businesses
· Provided sales support for new clients and manage platform implementations
Corporate Actions & Equity
Analyst JPMorgan Chase Jan 2001-August 2003
· Technical lead on product development projects for the team
· Recognized by senior management for “bringing the team into the 21st Century”
· Created a database that automated financial data aggregation, reporting, and key operational functions
· Analyzed and executed corporate actions; including tender offers, mergers, acquisitions, stock exchanges, spin-offs, stock-splits, bond redemptions, partial calls, optional dividends, stock & cash dividends
· Discovered
incorrect interpretation of a foreign tax treaty that sparked an industry-wide
change in tax filing procedures resulting in benefits of more than $20 Million
annually to certain
· Coordinated with technology and operations to develop and implement new CRM tools and system enhancements
Credit
Analyst (Intern) AMR Investments May 2000-July 2000
· Analyzed investment reports
for Asset Backed Commercial Paper Programs
· Worked with sponsors to bring risky assets
back into compliance
· Developed in-depth
understanding of Asset Backed Securities and the analytical methodology for
rating banks and other financial institutions
EDUCATION BA Economics
GPA: 3.5
OTHER · Proficiency in Access, Excel, Word, Power
Point, MySQL, PHP, HTML, JavaScript
· Fluent in Spanish speaking,
reading, and writing
WEBSITES gWidgets.com, HumanMaze.com, QuotesAndLines.com, MapYourAncestors.com, Puxa.com, OlsenVentures.com