Julie Olsen, CFA
Manager at FactRight, LLC- Claim this Profile
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Bio
Credentials
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Creating a Communications Strategy
LinkedInJun, 2023- Nov, 2024 -
Chartered Financial Analyst (CFA).
CFA InstituteMay, 2010- Nov, 2024
Experience
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FactRight, LLC
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United States
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Investment Management
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1 - 100 Employee
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Manager
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Oct 2021 - Present
Due diligence analysis of alternative investment products and sponsors. Due diligence analysis of alternative investment products and sponsors.
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Advisor Group
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Financial Services
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700 & Above Employee
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Portfolio Analyst - EPMO
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2019 - 2021
• Issue executive-level monthly strategic initiatives and M&A integration portfolio status reports. • Manage financial reporting and accrual process for EPMO projects.• Manage EPMO SharePoint and Teams communication sites, driving collaboration and standards.
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Strategic Acquisitions Project Manager
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2017 - 2019
Project Manager for recruiting initiatives. • Lead internal cross-functional communication meetings and manage the communication workstream for high profile acquisitions. Author and edit communication content. • Develop internal SharePoint sites to facilitate M&A pipeline and M&A acquisition projects for improved collaboration, data integrity, and process enhancement.
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Foothill Securities, Inc.
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United States
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Financial Services
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1 - 100 Employee
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Director of Research
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2013 - 2016
Research, due diligence, and managing the alternative investment product platform. • Stepped up as communication lead and transition coordinator when firm was sold. • Formalized and led due diligence committee and investment approval process. • Owned responsibility of screening, reviewing and monitoring alternative investment products. Research, due diligence, and managing the alternative investment product platform. • Stepped up as communication lead and transition coordinator when firm was sold. • Formalized and led due diligence committee and investment approval process. • Owned responsibility of screening, reviewing and monitoring alternative investment products.
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Director of Research
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2005 - 2013
Due diligence on alternative investment products (e.g. non-traded REITs, Reg D private placements) and 3rd party asset managers. • Participated in all areas of due diligence. Developed three-pronged review approach. • Created operational efficiencies through technology, staff training, and process improvement. Due diligence on alternative investment products (e.g. non-traded REITs, Reg D private placements) and 3rd party asset managers. • Participated in all areas of due diligence. Developed three-pronged review approach. • Created operational efficiencies through technology, staff training, and process improvement.
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Kemper CPA Group LLP
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United States
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Accounting
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200 - 300 Employee
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Staff Accountant
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2001 - 2005
Tax preparation (individuals, corporations, LPs, LLCs, estates), tax planning, tax law research, consulting, general accounting services, bookkeeping, compilations, reviews, audits. • Embraced learning and increased responsibility from preparing to reviewing returns. • Trained new staff and trained and consulted with clients. Tax preparation (individuals, corporations, LPs, LLCs, estates), tax planning, tax law research, consulting, general accounting services, bookkeeping, compilations, reviews, audits. • Embraced learning and increased responsibility from preparing to reviewing returns. • Trained new staff and trained and consulted with clients.
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Education
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2017 - 2020
University of Illinois at Urbana-Champaign
Master of Business Administration - iMBA -
1997 - 2000
Dordt College
Bachelor of Arts, Business Administration: Information Systems Emphasis
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