Envision® to eMoney
Led the firm's transition off its legacy planning platform, converting and validating every client financial plan on the new system, then rebuilding the reporting process around it.
Scope: all client plansAssociate Wealth Advisor · Midas Wealth, New York
Ariel Olson AWMA®
Comprehensive planning for individuals and families. Before New York, I was the single point of contact for 70 households and a third of a $500 million book.
AWMA®◆
Series 7◆
Series 66◆
SIE◆
Life & Health Insurance◆
CFP® candidate, Nov 2026◆
M.S. Business Analytics◆
eMoney◆
Envision®◆
NaviPlan◆
Morningstar◆
Excel◆
Power BI◆
SQL◆
Tableau◆
Salesforce◆
Five years in wealth management, licensed to run the whole relationship rather than a piece of it.
Investment planning, retirement strategy, education funding and tax aware planning for individuals and families, plus the analysis, execution and reporting underneath them.
Advising individuals and families on what to do with their money.
Investment planning, retirement strategy and education funding, built around each client's situation rather than assembled from a template. Five years of high net worth planning experience carried into a New York practice.
Where the depth came from.
Primary point of contact for up to 70 client relationships, roughly a third of the firm's $500 million book. Planning, investments, execution and operations all sat on the same desk.
Client and planning
- Up to 50 meetings a month, in person, virtual and by phone, each a portfolio review and a planning conversation calibrated to that household.
- Cash flow modeling, budgeting and balance sheet analysis, translated into recommendations a client can act on.
- NPV analysis, multi year forecasting and scenario modeling across tax planning, retirement projections, pension cash flows and insurance needs.
Investments and operations
- Trade execution end to end, placed directly and coordinated with the managed account team, with compliance standards held throughout.
- Manager due diligence on SMA managers and 100+ mutual funds tracked against benchmarks, reported to advisors and clients.
- Reporting infrastructure, allocation analysis and reconciliation built in Excel with advanced functions and data validation.
- Firm book, primary on roughly one third
- $500M
- Client relationships managed
- 70
- Client meetings per month
- 50+
- Funds and managers tracked to benchmark
- 100+
Four projects, end to end.
Trust splits and distributions
Architected and executed splits across multiple beneficiaries, with the accuracy and compliance documentation each one required.
Largest: $20M, multi beneficiaryDivorce financial analysis
Worked alongside attorneys and accountants to prepare the asset schedules and documentation used in mediation and at trial.
Mediation and trialManager due diligence
Built the comparison reporting that measured managers and funds against their benchmarks, and presented the findings that informed selection.
100+ funds, ongoingSeventeen years on the ice.
The relevant part for an employer: sustained practice in assessing where someone actually is, building a plan they can execute, and reporting progress honestly over years rather than quarters.
- Competitive
- USFSA South Atlantic Regionals, Intermediate and Novice Singles. ISI competition through Freestyle 7.
- Tests passed
- Gold Skating Skills, Pre-Gold Singles, Pre-Bronze Partnered Pattern Dance, Bronze Pairs.
- Collegiate
- University of Delaware Figure Skating Team. Theater on Ice, five years, Gardens FSC.
- Coaching
- Learn to Skate USA across youth and adult levels, plus the Kraken's Emerald Edge development track. Competition choreography and on site coaching at events.
Maryland to Delaware to Seattle to New York.
Licensed, and still studying.
Licenses and designations
- Accredited Wealth Management Advisor™ AWMA®
- Securities Industry Essentials SIE
- General Securities Representative Series 7
- Uniform Combined State Law Series 66
- Life & Health Insurance Licensed
CFP® candidate
Anticipated Nov 2026
Education
- M.S. Business Analytics & Information Management 2022
- B.S. Marketing, minor Entrepreneurship 2020
- University of Delaware Newark, DE
Platforms
- eMoney, Envision®, NaviPlan Planning
- Morningstar Research
- Excel, Power BI, Access, R, SQL Analysis
- Tableau, Qlik Reporting
- Salesforce CRM
Open to the right conversation.
New York, NY. Interested in wealth management, financial planning and analytics roles. LinkedIn is the best way to reach me.