Judy Wallace

Chief Financial & Compliance Officer at O2 Investment Partners

Judy Wallace is the current Chief Financial & Compliance Officer at O2 Investment Partners. Judy has an extensive background in financial management, having served as a managing director at O'Keefe, as well as the Chief Operations Officer at McQueen Financial Advisors, Inc. and VP of Finance and Operations at Vanguard Graphics Intl. Judy is responsible for overseeing the financial planning and budget management functions at O2 Investment Partners, and ensures that company accounting procedures and reporting conform to generally accepted accounting principles. Judy also manages the preparation of all Board presentations and financial reports, including financial outlooks and forecasts.

Judy Wallace has a B.A. in Accounting from Michigan State University and is certified from the Illinois CPA Society as a CPA.

Their manager is Jay Hansen, Partner. Some of their coworkers include Jimmy Frye - VP, Sean A. Darin - VP, and Andrew Faubel - Junior VP.

Org chart

Manager

Peers

Timeline

  • Chief Financial & Compliance Officer

    Current role

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