Profilo
Paula Rae Wieck worked as an Equity Analyst at Ameritrade Holding Corp.
She then served as a Portfolio Manager at CLS Investments LLC from 2006 to 2018.
Additionally, she worked as a Principal at Orion Advisor Services LLC.
Ms. Wieck obtained her undergraduate degree from the University of Nebraska.
Precedenti posizioni note di Paula Rae Wieck
| Società | Posizione | Fine |
|---|---|---|
CLS Investments LLC
CLS Investments LLC Investment ManagersFinance CLS is an ETF strategist that offers investment strategies that span multiple investment styles and are designed to serve clients with varying degrees of active management. The investment strategies can be classified into two main management styles, Risk Budgeted or Focused, and can be used for clients who have one or more of the following investment objectives (which change over their investing lifetime): Accumulation, Income, Protection and Tax Management. | Analyst-Equity | 23/02/2018 |
Orion Advisor Technology LLC
Orion Advisor Technology LLC Packaged SoftwareTechnology Services Develops wealth management software for financial advisors & enterprise firms | Corporate Officer/Principal | - |
Ameritrade Holding Corp.
Ameritrade Holding Corp. Investment Banks/BrokersFinance Provides discount securities brokerage and clearing execution services | Corporate Officer/Principal | - |
Formazione di Paula Rae Wieck
Esperienze
Posizioni ricoperte
Attive
Inattive
Società nel listino
Aziende private
Relazioni
Relazioni di 1° grado
Aziende connesse in 1º grado
Uomo
Donna
Amministratori
Dirigenti
Società collegate
| Aziende private | 4 |
|---|---|
University of Nebraska
University of Nebraska Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Ameritrade Holding Corp.
Ameritrade Holding Corp. Investment Banks/BrokersFinance Provides discount securities brokerage and clearing execution services | Finance |
Orion Advisor Technology LLC
Orion Advisor Technology LLC Packaged SoftwareTechnology Services Develops wealth management software for financial advisors & enterprise firms | Technology Services |
CLS Investments LLC
CLS Investments LLC Investment ManagersFinance CLS is an ETF strategist that offers investment strategies that span multiple investment styles and are designed to serve clients with varying degrees of active management. The investment strategies can be classified into two main management styles, Risk Budgeted or Focused, and can be used for clients who have one or more of the following investment objectives (which change over their investing lifetime): Accumulation, Income, Protection and Tax Management. | Finance |
















