James E. Olson
Profile
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.
Former positions of James E. Olson
| Companies | Position | End |
|---|---|---|
Deloitte & Touche LLP
 Deloitte & Touche LLP Miscellaneous Commercial ServicesCommercial Services Deloitte & Touche LLP engages in the provision of audit, advisory, financial advisory, tax, and consulting services. The company was founded on March 7, 1995 and is headquartered in New York, NY. | Corporate Officer/Principal | 2005-12-30 |
Cleary Gull, Inc.
 Cleary Gull, Inc. Investment ManagersFinance Founded in 1987, Cleary Gull, Inc.is a wealth management firm and registered investment advisor located in Milwaukee, Wisconsin. The firm is a subsidiary of Cleary Gull Holdings, Inc., They are affiliated with Cleary Gull Advisors Inc. Cleary Gull may retain affiliated and unaffiliated investment managers to perform sub-advisory services for client accounts. The firm generally selects managers that are on the platform of a third party program administrator. Cleary Gull provides wealth management services to individuals, families, trusts, and non-profit organizations. | Analyst-Equity | - |
Training of James E. Olson
| Marquette University | Masters Business Admin |
Experiences
Positions held
Linked companies
| Private companies | 2 |
|---|---|
Cleary Gull, Inc.
Cleary Gull, Inc. Investment ManagersFinance Founded in 1987, Cleary Gull, Inc.is a wealth management firm and registered investment advisor located in Milwaukee, Wisconsin. The firm is a subsidiary of Cleary Gull Holdings, Inc., They are affiliated with Cleary Gull Advisors Inc. Cleary Gull may retain affiliated and unaffiliated investment managers to perform sub-advisory services for client accounts. The firm generally selects managers that are on the platform of a third party program administrator. Cleary Gull provides wealth management services to individuals, families, trusts, and non-profit organizations. | Finance |
Deloitte & Touche LLP
Deloitte & Touche LLP Miscellaneous Commercial ServicesCommercial Services Deloitte & Touche LLP engages in the provision of audit, advisory, financial advisory, tax, and consulting services. The company was founded on March 7, 1995 and is headquartered in New York, NY. | Commercial Services |
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