Gwizdz Carolyn

Gwizdz Carolyn

Consultant / Adviseur bij Schechter Private Capital LLC

Profiel

Carolyn Gwizdz is a Client Service Advisor on our investment advisory team.
She provides daily operational support for our advisors to ensure that our clients receive the best service possible.
Prior to joining Schechter, she worked as a Senior Client Service Coordinator at Titan Wealth Advisors, LLC.
Carolyn played a key role in 401(k) management, implementation and client service, including coordinating key scheduled service deliverables and mandatory fiduciary reviews for retirement plan clients.
Carolyn is a graduate of Hillsdale College and comes to Schechter with over 15 years of experience in the financial and investment industry.
Outside the office she enjoys walking her Labrador retriever, attending theater productions and spending time with her family.

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Consultant / Adviseur 01-08-2022
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