Full Name
John Olerio
Job Title
Head of Webster Investments, SVP
Company
Webster Bank
Speaker Bio
With over 30 years of industry experience, John has focused his career on being a Program Manager for Large Regional Banks with extensive experience with TPMs. He has been with Webster Investments since 1997 and has implemented short-term and long-term strategies to help set the directional course for the business line. John provides strategic strategies to the Community Bank and implements business plans that drive growth for the bank.
As the Director of Webster Investments, John oversees a team of Financial Consultants and Financial Associates that service the unique financial needs of our clients. He provides support to our advisors by helping them implement comprehensive analytical tools along with a wide array of investment and insurance products, which help them, develop customized strategies that align with each client’s personal and financial goals
John has be awarded as a one of the Top 25 Program Managers in Bank Investment Consultant (BIC) for 8 consecutive years.
He earned a Bachelor of Science in Economics degree from Boston College and he also earned a Master’s of Science in Financial Management from Carnegie Mellon University, The Heinz School.
As an active member of the community, John is a board member for the Bank Insurance and Securities Association (BISA) and he is on the board of directors for the Cranston Veterans Memorial Scholarship Committee in his hometown of Cranston, RI. Currently, he is also a member of the LPL Advisors Council as well as a member of the LPL PAC Advisory Board.
He holds his Series 7, 63, 65, and 24 license as well as Life & Health.
As the Director of Webster Investments, John oversees a team of Financial Consultants and Financial Associates that service the unique financial needs of our clients. He provides support to our advisors by helping them implement comprehensive analytical tools along with a wide array of investment and insurance products, which help them, develop customized strategies that align with each client’s personal and financial goals
John has be awarded as a one of the Top 25 Program Managers in Bank Investment Consultant (BIC) for 8 consecutive years.
He earned a Bachelor of Science in Economics degree from Boston College and he also earned a Master’s of Science in Financial Management from Carnegie Mellon University, The Heinz School.
As an active member of the community, John is a board member for the Bank Insurance and Securities Association (BISA) and he is on the board of directors for the Cranston Veterans Memorial Scholarship Committee in his hometown of Cranston, RI. Currently, he is also a member of the LPL Advisors Council as well as a member of the LPL PAC Advisory Board.
He holds his Series 7, 63, 65, and 24 license as well as Life & Health.
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