Jane Bortnem

Chief Financial 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