Julie Olsen

Before joining FactRight in 2021, Julie Olsen spent over a decade providing due diligence to small independent broker-dealers, primarily focusing on non-traded REITs, non-traded BDCs, and Reg D private placements. She brings the broker-dealer long-term perspective along with her analytical, innovative, and continuous improvement mindset to drive quality.

Julie’s financial services career spans a wide variety of experiences that support due diligence and consulting. She gained foundational accounting, tax, and audit knowledge at a top 100 CPA firm, commercial credit analysis skills at a regional bank, and due diligence expertise at the Alliance of Independent Broker-Dealers. At Foothill Securities, she managed the alternative investment product platform, including screening, reviewing, and ongoing monitoring. When Foothill was acquired by Securities America, Julie led communications to support the financial professionals’ transition. She continued in a similar project management role at Advisor Group, leading the communication workstream for several acquisitions and providing executive reporting for the Enterprise Program Management Office.

Julie became a CFA charterholder in 2009 and earned her MBA from the University of Illinois Urbana-Champaign in 2020.