Jim Olson

Jim Olson Email and Phone Number

Managing Director, CIBC US Middle Market Investment Banking @ CIBC US Middle Market Investment Banking
milwaukee, wisconsin, united states
Jim Olson's Location
Milwaukee, Wisconsin, United States, United States
Jim Olson's Contact Details

Jim Olson work email

Jim Olson personal email

n/a
About Jim Olson

Mr. Olson joined CIBC Cleary Gull in 2006 and is a Executive Director. He has over 16 years of transaction experience and is responsible for sourcing and executing transactions. Mr. Olson has advised numerous clients in a variety of industries including consumer products, health care, and technology.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, consumer 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.

Jim Olson's Current Company Details
CIBC US Middle Market Investment Banking

Cibc Us Middle Market Investment Banking

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Managing Director, CIBC US Middle Market Investment Banking
milwaukee, wisconsin, united states
Website:
clearygull.com
Employees:
30
Jim Olson Work Experience Details
  • Cibc Us Middle Market Investment Banking
    Managing Director
    Cibc Us Middle Market Investment Banking Jun 2006 - Present
    Milwaukee, Wisconsin
    CIBC US Middle Market Investment Banking advises private equity funds and privately held and small publicly traded companies on middle market mergers and acquisitions and private capital placements.CIBC US Middle Market Investment Banking has extensive experience in the consumer, manufacturing, business & industrial services, and software & technology industries. Our reputation is based on the experience, skill, and integrity that we bring to each transaction. Our seasoned bankers are relentless in their commitment to produce great outcomes for each client.CIBC (NYSE: CM) (TSX: CM) is a leading North American financial institution with 10 million personal banking, business, public sector and institutional clients. CIBC offers a full range of advice, solutions and services in the United States, across Canada and around the world. In the US, CIBC Bank USA provides commercial banking, private and personal banking and small business banking solutions and CIBC Private Wealth offers investment management, wealth strategies and legacy planning.CIBC World Markets Corp. is a member of FINRA / SIPC
  • Courtyard Square
    President Board Of Directors
    Courtyard Square Feb 2004 - Feb 2016
    I have been on the Board of Directors for the Courtyard Square Condo Association since shortly after I purchased a condo in the building in October of 2003. I was the first homeowner elected to the board and have been reelected every year since. I am the only board member to have a financial background and have worked very hard to reduce our condo fees from $250 per unit per month in 2004 to $190 per unit per month currently, while steadily increasing the association's reserve account and improving the overall living experience. I enjoy the people I work with on the Board and appreciate the opportunity to make our building a better place to live.
  • Old Saint Mary Parish
    Parish Trustee/Finance Council
    Old Saint Mary Parish 2006 - 2016
    Greater Milwaukee Area
    I am active in my community through my church, Old St. Mary Parish. I have served as a parish trustee or finance council member for the past ten years. Old St. Mary Parish is the oldest church in the city of Milwaukee and strives to serve the downtown neighborhood through Eucharist, prayer, and service to others. Old St. Mary Parish supports many local programs including the Riverwest Food Pantry, St. Ben’s Community Meal Program, Dryhootch, and House of Peace. I am currently on the finance council.
  • Deloitte
    Senior
    Deloitte Aug 2003 - Jun 2006
    Prior to joining Cleary Gull, I worked for three years at the Milwaukee office of Deloitte & Touche LLP, where I was a Senior Accountant in their Assurance and Advisory practice. I worked on the audit teams of a number of middle and large cap public and private companies in the manufacturing, construction, and technology industries including Rockwell Automation Inc., Oshkosh Corporation, Renaissance Learning, Payne and Dolan, Inc., Metavante Corporation and Kohler Co. Well at Deloitte, I earned the professional designation of C.P.A. and am currently licensed in the State of Wisconsin.
  • Kkcpa
    Accounting Specialist
    Kkcpa Dec 1999 - Jul 2003
    I gained valuable experience as a staff accountant at KKCPA while attending Marquette University. I helped small to medium size businesses put together monthly financial statements, individual and corporate tax returns and complete other goverment filings (i.e. incorporation filings, property tax reports and sales tax forms). I worked part time during the school year and full time while on break from classes.

Jim Olson Skills

Investment Banking Financial Analysis Accounting Series 7 Finance Investments Mergers Selling Portfolio Management Business Strategy Entrepreneurship Auditing Mergers And Acquisitions Financial Modeling Valuation Business Valuation Sales Private Equity Series 63

Jim Olson Education Details

Frequently Asked Questions about Jim Olson

What company does Jim Olson work for?

Jim Olson works for Cibc Us Middle Market Investment Banking

What is Jim Olson's role at the current company?

Jim Olson's current role is Managing Director, CIBC US Middle Market Investment Banking.

What is Jim Olson's email address?

Jim Olson's email address is jo****@****ull.com

What schools did Jim Olson attend?

Jim Olson attended Marquette University, Marquette University, Homestead High School.

What skills is Jim Olson known for?

Jim Olson has skills like Investment Banking, Financial Analysis, Accounting, Series 7, Finance, Investments, Mergers, Selling, Portfolio Management, Business Strategy, Entrepreneurship, Auditing.

Who are Jim Olson's colleagues?

Jim Olson's colleagues are Rogelio Gomez, Daniel Riley, Ryan Chimenti, Allison Reinke, Patrick Bremmer, Christian Wilber, Gena Geyser.

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