The Apriem team is growing! We are looking for an Administrative Assistant to join our team in Southern California. At Apriem we are committed to serving our clients to the highest degree with unmatched integrity and aptitude. We are looking for a customer-service oriented Administrative Assistant who is experienced and organized to join our
Our President, Rhonda Ducote, was recently nominated for the Orange County Business Journal Innovator of the Year Awards for her industry experience, passion for people, leadership, and industry-changing initiatives on serving women, blue-collar workers, and charitable organizations. The Innovator of the Year Awards is designed to recognize and celebrate OC
The Apriem team is growing! We are looking for a Portfolio Administrator to join our team in Southern California. At Apriem we are committed to serving our clients to the highest degree with unmatched integrity and aptitude. We are seeking a full-time support professional to assist with the day-to-day investment portfolio administration at Apriem
Our VP of Finance, Jennifer Olson, was recently nominated for the Rising Star category in Orange County Business Journal's CFO of the Year Awards. This program is designed to recognize senior financial professionals for their outstanding performance as corporate stewards. Here's an excerpt of the nomination: "A natural born leader,
Our President, Rhonda Ducote, was recently nominated for the Greater Irvine Chamber 2021 Women of Influence Awards. The Women of Influence Awards recognize outstanding women in eight different categories who have positively impacted their industries and the Orange County community. Disclosure: Apriem Advisors and staff did not pay a fee
Apriem was nominated for Orange County Business Journal's Companies that Care Awards. VP of Wealth Management and Principal, Landon Yoshida, wrote a short piece on how Apriem shows our clients "The Apriem Way." Below is an excerpt from the article: Our dream has always been to make a larger impact
Our President, Rhonda Ducote, was recently featured in Financial Poise on, "Women: It's Time to Take Charge of Family Finances." Here's an excerpt of the article: "If you are a boomer woman, take charge and insist on being part of the conversation. There are many hurdles to anticipate and jump
Our Founding Principal, Harmon Kong, was featured in an article of Orange County Business Journal. Here's an excerpt of the interview: " Times of economic crisis is always an opportunity to see where attention is needed most. We believe everyone will benefit from having a financial plan yet we know
Our CIO, Benjamin Lau, wrote an article that was featured in the Orange County Business Journal. Here's an excerpt of the article: "Many of you look at your portfolios and some even have maintained elaborate spreadsheets of each accounts' balances, every day. But the more you stare at your portfolio
InvestmentNews has recognized Jennifer Olson, CFA, CFP®, CIPM, AIF® as a 2020 40 Under 40 Honoree. Ms. Olson was chosen from a pool of about 1,000 nominees by a panel of reporters, editors and other representatives of InvestmentNews, to make a list of 40 talented individuals. InvestmentNews’ 40 Under 40
