Jennifer N. Olson, Cfa, Cfp®, Cipm, Aif®

Jennifer N. Olson, Cfa, Cfp®, Cipm, Aif® Email and Phone Number

VP of Finance at Apriem Advisors @ Apriem Advisors
irvine, california, united states
Jennifer N. Olson, Cfa, Cfp®, Cipm, Aif®'s Location
Orange County, California, United States, United States
Jennifer N. Olson, Cfa, Cfp®, Cipm, Aif®'s Contact Details

Jennifer N. Olson, Cfa, Cfp®, Cipm, Aif® work email

Jennifer N. Olson, Cfa, Cfp®, Cipm, Aif® personal email

n/a

Jennifer N. Olson, Cfa, Cfp®, Cipm, Aif® phone numbers

About Jennifer N. Olson, Cfa, Cfp®, Cipm, Aif®

Besides working as VP-Finance at Apriem Advisors helping clients achieve their financial goals, I am also a financial literacy advocate, speaker, and mentor.I currently serve as a member of the Board of Directors for The Jessie Rees Foundation. I also volunteer at Big Brothers Big Sisters of OC in various capacity as a “Big Sister” to “Little Sister” Abbie since 2011, financial coach for their staff and Big/Little matches, and board member for the auxiliary board, LEAD-ing Bigs. Additionally, I am a volunteer CFP® Professional Mentor providing advice and support to aspiring CFP® professionals, given the opportunity to help them succeed in their careers, advance the profession, and build a more diverse community of professionals. It is my aspiration to establish a charitable foundation to help underserved kids achieve an education through scholarship, training, and mentorship.

Jennifer N. Olson, Cfa, Cfp®, Cipm, Aif®'s Current Company Details
Apriem Advisors

Apriem Advisors

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VP of Finance at Apriem Advisors
irvine, california, united states
Website:
apriem.com
Employees:
16
Jennifer N. Olson, Cfa, Cfp®, Cipm, Aif® Work Experience Details
  • Apriem Advisors
    Vice President Finance
    Apriem Advisors 2018 - Present
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  • Apriem Advisors
    Senior Financial Analyst
    Apriem Advisors 2015 - 2018
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  • Apriem Advisors
    Financial Analyst
    Apriem Advisors 2007 - 2015
    Irvine
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  • San Miguel Corporation
    Financial Analyst
    San Miguel Corporation 2003 - 2006
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  • Bhf Prime Group Corporation
    Assistant Accounting Manager
    Bhf Prime Group Corporation 2002 - 2003
  • Bhf Prime Group Corporation
    Auditor
    Bhf Prime Group Corporation Nov 2001 - Dec 2002
  • Philippine National Bank
    Account Executive Intern
    Philippine National Bank 2000 - 2001
    View

Jennifer N. Olson, Cfa, Cfp®, Cipm, Aif® Skills

Financial Analysis Investment Management Portfolio Management Trading Finance Risk Management Investment Advisory Financial Planning Accounting Asset Management Market Research Investments Strategic Financial Planning Valuation Financial Reporting Financial Modeling Corporate Finance Asset Allocation Auditing Retirement Planning Estate Planning Analysis Strategic Planning Leadership Management Organizational Effectiveness Mentoring Investment Research Economic Research Wealth Management Services Stock Market Analysis Capital Budgeting Insurance Planning Compliance Strategy Execution Fixed Income Analysis Tax Planning College Education Planning

Jennifer N. Olson, Cfa, Cfp®, Cipm, Aif® Education Details

Frequently Asked Questions about Jennifer N. Olson, Cfa, Cfp®, Cipm, Aif®

What company does Jennifer N. Olson, Cfa, Cfp®, Cipm, Aif® work for?

Jennifer N. Olson, Cfa, Cfp®, Cipm, Aif® works for Apriem Advisors

What is Jennifer N. Olson, Cfa, Cfp®, Cipm, Aif®'s role at the current company?

Jennifer N. Olson, Cfa, Cfp®, Cipm, Aif®'s current role is VP of Finance at Apriem Advisors.

What is Jennifer N. Olson, Cfa, Cfp®, Cipm, Aif®'s email address?

Jennifer N. Olson, Cfa, Cfp®, Cipm, Aif®'s email address is je****@****iem.com

What is Jennifer N. Olson, Cfa, Cfp®, Cipm, Aif®'s direct phone number?

Jennifer N. Olson, Cfa, Cfp®, Cipm, Aif®'s direct phone number is +131056*****

What schools did Jennifer N. Olson, Cfa, Cfp®, Cipm, Aif® attend?

Jennifer N. Olson, Cfa, Cfp®, Cipm, Aif® attended Harvard Business School Executive Education, Uc Irvine, Saint Louis College (Philippines).

What skills is Jennifer N. Olson, Cfa, Cfp®, Cipm, Aif® known for?

Jennifer N. Olson, Cfa, Cfp®, Cipm, Aif® has skills like Financial Analysis, Investment Management, Portfolio Management, Trading, Finance, Risk Management, Investment Advisory, Financial Planning, Accounting, Asset Management, Market Research, Investments.

Who are Jennifer N. Olson, Cfa, Cfp®, Cipm, Aif®'s colleagues?

Jennifer N. Olson, Cfa, Cfp®, Cipm, Aif®'s colleagues are Sitraka Randriamparanisolo, Kyle Kong, Shawn Covarrubias, Lindsay D., Samantha Yumusak, Jose Rendon, Chris Whitaker, Cfp®, Aif®.

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