Jim Olson
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Jim Olson Email & Phone Number

Managing Director, CIBC US Middle Market Investment Banking at CIBC US Middle Market Investment Banking
Location: Milwaukee, Wisconsin, United States 5 work roles 3 schools
1 work email found @clearygull.com LinkedIn matched
✓ Verified May 2026 4 data sources Profile completeness 100%

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Role
Managing Director, CIBC US Middle Market Investment Banking
Location
Milwaukee, Wisconsin, United States
Company size

Who is Jim Olson? Overview

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Quick answer

Jim Olson is listed as Managing Director, CIBC US Middle Market Investment Banking at CIBC US Middle Market Investment Banking, a company with 30 employees, based in Milwaukee, Wisconsin, United States. AeroLeads shows a work email signal at clearygull.com and a matched LinkedIn profile for Jim Olson.

Jim Olson previously worked as Managing Director at Cibc Us Middle Market Investment Banking and President Board of Directors at Courtyard Square. Jim Olson holds Ba, Accounting from Marquette University.

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Email format at CIBC US Middle Market Investment Banking

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{first_initial}{last}@clearygull.com
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Profile bio

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.

Listed skills include Investment Banking, Financial Analysis, Accounting, Series 7, and 15 others.

Current workplace

Jim Olson's current company

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CIBC US Middle Market Investment Banking
Cibc Us Middle Market Investment Banking
Managing Director, CIBC US Middle Market Investment Banking
milwaukee, wisconsin, united states
Website
Employees
30
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5 roles · 20 years

Jim Olson work experience

A career timeline built from the work history available for this profile.

Managing Director

Current

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.

Jun 2006 - Present

President Board Of Directors

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.

Feb 2004 - Feb 2016

Parish Trustee/Finance Council

Old Saint Mary Parish

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.

2006 - 2016 ~10 yrs

Senior

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.

Aug 2003 - Jun 2006

Accounting Specialist

Kkcpa

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.

Dec 1999 - Jul 2003
Team & coworkers

Colleagues at CIBC US Middle Market Investment Banking

Other employees you can reach at clearygull.com. View company contacts for 30 employees →

3 education records

Jim Olson education

Ba, Accounting

Activities and Societies: College of Business Honor Roll, Beta Alpha Psi Fraternity Member, Marquette Rowing Team Member, Rowing Team Club.

Mba, Focus On Finance

Activities and Societies: Full-time Graduate Assistant for the Accounting Department (worked with Dr. Don Giacomino and Dr. Gregory.

Education record

Homestead High School
FAQ

Frequently asked questions about Jim Olson

Quick answers generated from the profile data available on this page.

What company does Jim Olson work for?

Jim Olson works for CIBC US Middle Market Investment Banking.

What is Jim Olson's role at CIBC US Middle Market Investment Banking?

Jim Olson is listed as Managing Director, CIBC US Middle Market Investment Banking at CIBC US Middle Market Investment Banking.

What is Jim Olson's email address?

AeroLeads has found 1 work email signal at @clearygull.com for Jim Olson at CIBC US Middle Market Investment Banking.

Where is Jim Olson based?

Jim Olson is based in Milwaukee, Wisconsin, United States while working with CIBC US Middle Market Investment Banking.

What companies has Jim Olson worked for?

Jim Olson has worked for Cibc Us Middle Market Investment Banking, Courtyard Square, Old Saint Mary Parish, Deloitte, and Kkcpa.

Who are Jim Olson's colleagues at CIBC US Middle Market Investment Banking?

Jim Olson's colleagues at CIBC US Middle Market Investment Banking include Gena Geyser, Élisabeth Desmarais, Ryan Olsta, Patrick Bremmer, and Daniel Riley.

How can I contact Jim Olson?

You can use AeroLeads to view verified contact signals for Jim Olson at CIBC US Middle Market Investment Banking, including work email, phone, and LinkedIn data when available.

What schools did Jim Olson attend?

Jim Olson holds Ba, Accounting from Marquette University.

What skills is Jim Olson known for?

Jim Olson is listed with skills including Investment Banking, Financial Analysis, Accounting, Series 7, Finance, Investments, Mergers, and Selling.

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