![James E. Olson](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Mr. James E.
Olson, CPA MBA, is an Associate at Cleary Gull, Inc. Investment Management Services.
He has six years of transaction experience and is responsible for executing transactions.
He has advised numerous clients in a variety of industries.
Prior to joining Cleary Gull, Mr. Olson worked at Deloitte & Touche LLP, where he was a Senior Accountant in their Assurance and Advisory practice, auditing middle- and large-cap public and private companies in the Manufacturing, Construction, and Technology industries.
Mr. Olson earned both an MBA and a BA in Accounting from Marquette University.
Mr. Olson is a CPA currently licensed in the State of Wisconsin.
| Società | Posizione | Fine |
|---|---|---|
Deloitte & Touche LLP
 Deloitte & Touche LLP Miscellaneous Commercial ServicesCommercial Services Provides auditing, financial advisory and tax consulting services | Corporate Officer/Principal | 31/12/2005 |
Cleary Gull, Inc.
 Cleary Gull, Inc. Investment ManagersFinance Cleary Gull provides discretionary investment advice primarily with respect to mutual funds, ETFs, fixed income securities, and non-traditional (complementary or alternative) investment vehicles, such as registered mutual funds and ETFs that have alternative strategies, hedge funds, private equity, REITs, and closed-end funds. The firm primarily uses a long-term investment approach that focuses on asset allocation. Cleary Gull generally recommends investments with the intent that they will be held long term. | Analyst-Equity | - |
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Inattive
Società nel listino
Aziende private
| Aziende private | 3 |
|---|---|
Cleary Gull, Inc.
Cleary Gull, Inc. Investment ManagersFinance Cleary Gull provides discretionary investment advice primarily with respect to mutual funds, ETFs, fixed income securities, and non-traditional (complementary or alternative) investment vehicles, such as registered mutual funds and ETFs that have alternative strategies, hedge funds, private equity, REITs, and closed-end funds. The firm primarily uses a long-term investment approach that focuses on asset allocation. Cleary Gull generally recommends investments with the intent that they will be held long term. | Finance |
Deloitte & Touche LLP
Deloitte & Touche LLP Miscellaneous Commercial ServicesCommercial Services Provides auditing, financial advisory and tax consulting services | Commercial Services |
Marquette University
 Marquette University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
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