Jane Bortnem
Chief Financial Officer, Chief Compliance Officer
Jane is the Chief Financial Officer and Chief Compliance Officer for Cherry Tree. She possesses more than 20 years of accounting and finance experience.
Focus
- Finance
- Accounting
- Compliance
- Human Resources
Prior Experience
- Consultant & Audit Manager, Boulay Heutmaker Zibell & Company
- Accountant, Pepin Heights
Education
- B.S. Accounting, MN State University, Mankato, Cum Laude
Other
- Recipient of the Top Women in Finance Award
- Certified Public Accountant
- Certified Management Accountant
- Financial and Operations Principal
- General Securities Principal
- Two-time recipient of BHZ employee achievement award
Cherry Tree Wealth Management is an SEC registered investment advisor and fiduciary advisory firm.