Julie Olsen

Julie Olsen joined FactRight in 2021 as a Manager, where she leads operational due diligence reviews, investment offering due diligence, and ongoing coverage of publicly registered companies. Her role encompasses a wide array of product types and sponsors.

Julie’s career in financial services is marked by a diverse range of experiences that enhance her expertise in due diligence and consulting. She began at Kemper CPA Group, a top 100 CPA firm, where she gained essential knowledge in accounting, tax, and audit. She further honed her commercial credit analysis skills at a regional bank. Julie spent over a decade providing due diligence for small independent broker-dealers through the Alliance of Independent Broker Dealers and Foothill Securities, managing the alternative investment product platform, which involved screening, reviewing, and ongoing monitoring. Her focus was primarily on non-traded REITs, non-traded BDCs, and Reg D private placements. After Foothill Securities was acquired, Julie joined Advisor Group, excelling in project management, leading the communication workstream for multiple acquisitions, and providing executive reporting on strategic initiatives for the Enterprise Program Management Office.