Jennifer N. Olson
Breaking Cycles, Reshaping Legacies | CFO at Apriem Advisors | Mentor | Financial Literacy Speaker
- Role
- Chief Financial Officer at Apriem Advisors
- Location
- Orange County, CA, US
- LinkedIn followers
- 500 followers
Finance & AccountingView LinkedIn profile
About Jennifer N. Olson
CFO at Apriem Advisors, working with a team dedicated to helping clients achieve…
Experience
Chief Financial Officer
Dec 2024 — Present
Education
Harvard Business School Executive Education
Investment Management
2016 — 2016
UC Irvine
Financial Planning
2007 — 2007
Saint Louis College (Philippines)
Bachelor of Science - BS, Accounting
1997 — 2001
Skills
- Analysis
- Leadership
- Retirement Planning
- Portfolio Management
- Investment Management
- Corporate Finance
- Stock Market Analysis
- Trading
- Wealth Management Services
- Asset Allocation
- Risk Management
- Investments
- Investment Advisory
- Strategic Financial Planning
- Mentoring
- Estate Planning
- Auditing
- Fixed Income Analysis
- Financial Modeling
- Investment Research
- College Education Planning
- Asset Management
- Organizational Effectiveness
- Insurance Planning
- Economic Research
- Strategic Planning
- Capital Budgeting
- Tax Planning
- Financial Analysis
- Compliance
- Market Research
- Financial Planning
- Financial Reporting
- Strategy Execution
- Valuation
- Management
- Accounting
- Finance
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