Jane Bortnem

Chief Financial Officer, Chief Compliance Officer, Partner

Jane is the Chief Financial Officer and 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 & Associates provides investment banking services through our FINRA-licensed broker dealer.

DISCLOSURES
FINRA
SIPC