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Caroline Wieand's
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Current Position:

Investment Operations Associate at Cornerstone Advisors Asset Management, LLC

Experience:

22 years

Location:

Bethlehem, Pennsylvania

How to contact Caroline Wieand

Last updated:2023-03-22
email**@cornerstone-companies.com
phone+1-***-***-4479
linkedin
twitter

Analytics

According to LinkedIn Caroline Wieand started working on 2003, then the employee has changed 4 companies and 4 jobs. On average, Caroline Wieand works for one company for 5 years 2 months. Caroline Wieand has been working as a Investment Operations Associate for Cornerstone Advisors Asset Management, LLC for 1553 days. If you are interested in this candidate, contact him directly by using contact details provided by SignalHire.

Work Experience

Investment Operations Associate at Cornerstone Advisors Asset Management, LLC

May 2021 - Current

Marketing Associate at The Holland Group

Nov 2013 - May 2021

Registered Private Client Associate at Janney Montgomery Scott LLC

Nov 2013 - May 2021

Executive Assistant at Boyer Financial Group

Jan 2007 - Jan 2010

Sr. Client Service Representative at Cigna Insurance Services

Sep 2003 - Jun 2007

Education

BA at Moravian College

James Caldwell High School

Current Company Information Cornerstone Advisors Asset Management, LLC

Name: Cornerstone Advisors Asset Management, LLC

Speciality: Investment Consulting, Executive Risk Management, Retirement Plan Consulting, Planned Giving, Retirement Consulting, Wealth Management, Charitable Planning, Financial Planning, Insurance / Risk Planning, ESOP, Family Office

Location: Bethlehem, PA, United States

Employees: 10-50

HQ Phone: 16106940900

Description: Cornerstone is a registered investment adviser with the SEC that specializes in consulting to successful institutions and wealthy families. Financial advising is like a road map....

Frequently Asked Questions

How long has Caroline Wieand been working as a Investment Operations Associate?

Caroline Wieand's total experience in various companies as a Investment Operations Associate 4 years 3 months.

What is Caroline Wieand's minimum period of employment in the companies?

Caroline Wieand's minimum period of employment in various companies is 3 years.

What is Caroline Wieand's average duration of employment for different companies?

On average, Caroline Wieand works for one company for 5 years 5 months

What industries has Caroline Wieand worked in?

Caroline Wieand works in the Financial Services. Previously, Caroline Wieand worked in the Outsourcing/Offshoring, and Investment Banking, and Insurance.

What positions has Caroline Wieand held before?

Previously, Caroline Wieand worked as a Marketing Associate, and Registered Private Client Associate, and Executive Assistant, and Sr. Client Service Representative.

How do I contact Caroline Wieand?

Caroline Wieand's email address is **@cornerstone-companies.com, phone number is +1-***-***-4479. Sign up to get contact details.

Who is the CEO of the Cornerstone Advisors Asset Management, LLC?

The CEO of the Cornerstone Advisors Asset Management, LLC is Thomas J. Scalici

Who are Caroline Wieand's peers at other companies?

Caroline Wieand's peers at other companies are Ryan Shupert and Amanda Hess and Derek Barsgard
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