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.

Harmon KongMark IwamotoRhonda DucoteBenjamin LauLandon Yoshida
Chris WhitakerJosh GarlandJennifer OlsonAlan AhmatovicMatthew Kawashima
Shawn CovarrubiasLindsay Duran