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Caleb Olson

Caleb Olson

Financial Representative

Followers of Caleb Olson1000 followers
location of Caleb OlsonNew York, New York, United States

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  • Timeline

  • About me

    Director, Corporate Strategy at Barings

  • Education

    • The Ohio State University - The Max M. Fisher College of Business

      2011 - 2015
      Bachelor of Science (BS) Finance

      Activities and Societies: Sigma Alpha Epsilon, Business Honors Learning Community, Buckeye Undergraduate Consulting Club, Students Consulting for Non-Profit Organizations, 17th Honors Cohort

  • Experience

    • Northwestern Mutual

      Jun 2012 - Jan 2014
      Financial Representative

      Participated in the iLead leadership training meetings Built professionalism through client interaction Advised 15 clients on their financial plans using computer software tools Practiced time management and organization by scheduling and leading meetings

    • Buckeye Undergraduate Consulting Club

      Aug 2012 - Dec 2013
      Treasurer

      Fundraised to start a new organization on campus Networked with consulting professionalsCreated an accounting system to keep track of accounts and cash flows

    • Ross, Sinclaire & Associates

      Jan 2014 - May 2015
      Investment Banking Intern

      Structured municipal bond financings using bond projection softwareUsed Bloomberg to identify taxable and tax-exempt refunding opportunities Quantitatively analyzed the issuance of over $100,000,000 in municipal financing

    • KeyBanc Capital Markets

      May 2014 - Aug 2014
      Summer Analyst

      Built financial valuation models for a chemicals pitch and summer intern projectCreated deal calendars, marketing updates, and potential buyer logs Assisted in the creation of the CIM and management presentation on a sell-side transaction

    • Robert W. Baird & Co.

      Jul 2015 - Dec 2016
      Investment Banking Analyst

      Investment banking analyst that supported merger & acquisition transactions, equity offerings and corporate finance projects. Responsible for drafting marketing materials such as Confidential Information Memorandums and Management Presentations. Additional services included populating virtual data room sites for buyer diligence and providing valuation and other financial analyses.

    • Barings

      Jan 2017 - now

      • Director, Corporate Strategy

        May 2022 - now

      • Associate Director, Head of Distribution Business Management

        Jan 2021 - May 2022

      • Product Management Associate Director

        Apr 2019 - Dec 2021

      • Product Management Analyst

        Jan 2017 - Apr 2019

  • Licenses & Certifications

    • Series 63

    • Series 79