Jeremy Olen

Experienced executive in global consumer packaged goods

Jeremy Olen is an accomplished investment manager and financial services executive with over two decades of experience in the industry. He started his career as an executive and risk manager in the technology sector, where he founded and sold his own technology company. Since then, he has focused on investment management, earning the prestigious Chartered Financial Analyst (CFA) designation in 2006.

Jeremy developed the Quantitative Allocation Methodology™ and manages several billion dollars in brokerage and advisory assets. He has also published several broad indexes used on Wall Street and global stock exchanges. In 2014, he merged his firm, Dynamic Capital Management, into The Financial Services Network's hybrid RIA, Strategic Wealth Advisors Group (SWAG).

As SWAG's Managing Partner and Chief Investment Officer, Jeremy oversees client portfolio management, investment research, and advisor support. He is a skilled leader and specializes in asset management, cash flow management, and financial services platform architecture and P&L management. He studied Mathematics and Actuarial Science at the University of Michigan.

Experience

President, Global CPG at Circana (March 2023 - Present)

President, Global CPG at IRI (August 2022 - March 2023), President, Americas & APAC at IRI (October 2021 - August 2022), President, MSI at IRI (September 2020 - October 2021), Board Member at Revuze (October 2016 - September 2020), GM/Group President at The NPD Group (December 2015 - September 2020), EVP, Advertiser Solutions & Marketing Effectiveness Practice at Nielsen (April 2012 - June 2015), SVP, Professional Services at Nielsen (April 2010 - March 2012), Partner at McKinsey & Company (September 1999 - March 2010), Consultant at McKinsey & Company (June 1993 - July 1997)