Theresa Olberding is the branch manager of the Bloomington, MN branch at UBS. She has worked in the wealth management industry since 2007 (all at UBS) and in that time, she has held several roles as a Digital Specialist, Operations Manager, Senior Registered Branch Service Associate and Registered Client Service Associate. Prior to UBS, she spent 5 years in the banking industry.
Theresa graduated with a B.A. in Economics from South Dakota State University. She holds FINRA Series 3, 7, 9, 10 and 66 licenses as well as Accident and Life & Health Insurance licenses. She lives in Richfield, MN and outside of work, she enjoys travel, hiking, live music and spending time with family and friends.
Dan joined UBS in 2017. He has over 20 years of experience in the financial services industry working a variety of roles. Most recently, he spent 10 years in the Registered Investment Advisory space with an emphasis on training and development, change management, and practice development.
Dan graduated from Saint Thomas Military Academy and attended the University of Saint Thomas in St. Paul. He and his wife, Angie, along with their three children, Breeanna, Carson and Carleigh, live in Monticello, MN.
Outside of work, Dan enjoys attending sports events for his children and spending time in the woods. He holds his FINRA Series 7, 9, 10, 63, 65 and insurance professional licenses and is also a Certified Retirement Planning Counselor, CRPC®.