Caroline Wheelihan Email & Phone Number

Vice President, Relationship Manager @ Envestnet, Inc

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Caroline Wheelihan's Location

Boston, MA, US

Caroline Wheelihan's Work

Vice President, Relationship Manager @ Envestnet, Inc
Research Manager @ GLG
Vice President, National Accounts @ BNP Paribas Asset Management

Business Analyst @ LucidRisk, LLC
Client Service Specialist, Lead @ Brown Brothers Harriman

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Caroline Wheelihan's Education

Colgate University
Bachelor of Arts (Economics)
2000 - 2004
Saint Ignatius College Preparatory
1996 - 2000

Caroline Wheelihan's Skills

Investments
Asset Allocation
Financial Services

Investment Advisory
Asset Managment
Financial Advisory
Relationship Management
Capital Markets
Alternative Investments
Salesforce.com

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Caroline Wheelihan's Summary

Caroline Wheelihan, based in Boston, MA, US, is currently a Vice President, Relationship Manager at Envestnet, Inc, bringing experience from previous roles at Gerson Lehrman Group, FundQuest, LucidRisk, LLC and Brown Brothers Harriman. Caroline Wheelihan holds a 2000 - 2004 Bachelor of Arts in Economics @ Colgate University. With a robust skill set that includes Investments, Asset Allocation, Financial Services, Investment Advisory, Asset Managment and more, Caroline Wheelihan contributes valuable insights to the industry. Caroline Wheelihan has 2 emails and 1 mobile phone number on RocketReach.

Caroline Wheelihan Email Address

Found 2 email address listings:

Caroline Wheelihan Phone Number

Found 2 phone numbers:

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