Jim Olson Email & Phone Number
Managing Director @ CIBC Cleary Gull
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Jim Olson Location
- Milwaukee, WI, US
Jim Olson Work
- Managing Director @ (June 2006 - Present)
- President Board of Directors @ (February 2004 - February 2016)
- Parish Trustee and Finance Council @ Old Saint Mary Parish (January 2006 - January 2016)
- Senior @ (August 2003 - June 2006)
- Accounting Specialist @ KKCPA (December 1999 - July 2003)
Jim Olson Education
- Marquette University
BA (Accounting)
- Marquette University
MBA (Focus on Finance)
- Homestead High School
Jim Olson Skills
- Investment Banking
- Financial Analysis
- Accounting
- Series 7
- Finance
- Investments
- Mergers
- Selling
- Portfolio Management
- Business Strategy
- Entrepreneurship
- Auditing
- Mergers & Acquisitions
- Financial Modeling
- Valuation
- Business Valuation
- Sales
- Private Equity
- Series 63
- Mergers and Acquisitions
Jim Olson Summary
- Jim Olson, based in Milwaukee, WI, US, is currently a Managing Director at CIBC US Middle Market Investment Banking. Jim Olson brings experience from previous roles at Courtyard Square, Old Saint Mary Parish, Deloitte and KKCPA. Jim Olson holds a BA in Accounting @ Marquette University. With a robust skill set that includes Investment Banking, Financial Analysis, Accounting, Series 7, Finance and more. Jim Olson has 1 emails and 2 mobile phone numbers on RocketReach.
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