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Wealth Management EDGE
June 10 - 12, 2025
The Boca Raton ResortBoca Raton, FL

Ben Olsen
CEO & Founder at Beemo Automation
Speaker

Profile

Ben Olsen is a former financial advisor turned AI engineer and consultant. After starting his career in wealth management at both an independent RIA and Merrill Lynch, he pivoted into tech—earning a master’s degree in Applied Data Science and helping scale several fast-growing startups. Today, Ben leads Beemo Automation, where he helps financial advisory firms design and implement custom AI-driven automations to streamline operations and accelerate growth. His unique blend of industry knowledge and technical expertise makes him a trusted guide for advisors looking to modernize their practices.

Agenda Sessions

  • Work Smarter, Not Harder: AI’s Role in Operational Excellence

    2:50pm