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.
Actieve functies van Gwizdz Carolyn
Bedrijven | Functie | Begin |
---|---|---|
Schechter Private Capital LLC
Schechter Private Capital LLC Investment ManagersFinance Schechter Private Capital LLC (Schechter Private Capital) is a private equity subsidiary of NFP Holdings LLC founded in 2016. The firm is headquartered in Birmingham, Michigan. | Consultant / Adviseur | 01-08-2022 |
Ervaring
Beklede functies
Actief
Inactief
Beursgenoteerde bedrijven
Bedrijven in privébezit
Connecties
Eerstegraads connecties
Bedrijven verbonden in de eerste graad
Man
Vrouw
Besturend
Uitvoerend
Verwante bedrijven
Bedrijven in privébezit | 1 |
---|---|
Schechter Private Capital LLC
Schechter Private Capital LLC Investment ManagersFinance Schechter Private Capital LLC (Schechter Private Capital) is a private equity subsidiary of NFP Holdings LLC founded in 2016. The firm is headquartered in Birmingham, Michigan. | Finance |