Carol Cheswick Wilson

Carol Cheswick Wilson

Nessuna posizione attualmente

Finance
Consumer Services

Profilo

Ms. Wilson came to Cheswick Wright Wealth Management in 2006 from Cheswick Investment Co. Previously, she spent 10 years at Scudder, Stevens and Clark where she was a Vice President and investment manager for high net worth individuals.
She was also a management trainee at Citibank in New York City where she specialized in high net worth clients.
As her interests turned toward marketing, she moved to Scudder to work with the AARP Investment Program.
Ms. Wilson became a Private Investment Counselor at Scudder in 1994, reflecting her growing interest in portfolio management.
She managed the investments of approximately seventy-five high net worth clients and their families, specializing in tailoring portfolios to each investor's short- and long-term goals.
Ms. Wilson is a graduate of Wellesley College, receiving a BA in 1980.
She attended night school at New York University's School of Business Administration and earned an MBA in Finance in 1989.

Precedenti posizioni note di Carol Cheswick Wilson

SocietàPosizioneFine
Direttore degli Investimenti 30/03/2009
Presidente 31/01/2006
Scudder Stevens & Clark Inc Analyst-Equity 31/12/2003
Consigliere Generale -
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Formazione di Carol Cheswick Wilson

Wellesley College Undergraduate Degree
New York University Masters Business Admin

Esperienze
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Società quotate in Borsa

Aziende private

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Aziende private4

Finance

Scudder Stevens & Clark Inc

Finance

Finance

Finance

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