Current Position:
Investment Operations Associate at Cornerstone Advisors Asset Management, LLCExperience:
22 yearsLocation:
Bethlehem, PennsylvaniaMay 2021 - Current
Nov 2013 - May 2021
Nov 2013 - May 2021
Jan 2007 - Jan 2010
Sep 2003 - Jun 2007
BA at Moravian College
James Caldwell High School
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....
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 monthsWhat 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. ScaliciWho are Caroline Wieand's peers at other companies?
Caroline Wieand's peers at other companies are Ryan Shupert and Amanda Hess and Derek BarsgardFind email for 850M+ professionals