Jennifer Olson, CFA, CIPM, AIF®, CFP®
Vice President, Finance
With Apriem Since 2007
Expertise: Multi-tasking and doing it well. Managing corporate finances, monitoring client portfolios, and overseeing compliance.
Acquired wisdom: Working as an analyst at a multi-national corporation in Asia.
Overachiever: As a kid, she wanted to become a CPA and a lawyer and get a job as a corporate lawyer. She became neither, but she did add multiple credentials after her name.
Aspires to: Establish a charitable foundation to help underserved kids acquire an education.
Finds balance: Being a financial literacy advocate, speaker, and coach. Honored as the Big Sister of the Year by the Big Brothers Big Sisters of OC where she volunteers as a mentor since 2011, she also serves as pro-bono financial coach to Big Brothers Big Sisters staff.