Jennifer Olson, CFA, CIPM, CFP®
Vice President, Finance
With Apriem Since 2007
Expertise: Corporate finance, investment research, portfolio management and trading. Assisting in compliance.
Serves clients to the highest degree: Driven by passion and dedication to pursue excellence in everything she does.
Acquired Wisdom: Working as an analyst at a multi-national corporation in Asia.
Why she wouldn’t be a good lifeguard: Despite being raised in the tropical islands of the Philippines and taking swim lessons, still can’t swim. (But that didn’t stop her from learning to surf.)
Aspires to: Establish a charitable foundation to help poor kids acquire an education.
Finds balance: Planning social events for friends and fundraising for charities. Honored as the Big Sister of the Year by the Big Brothers Big Sisters of Orange County where she volunteers as a mentor since 2011 to 9-year old girl.