Lynette Wheeler Email & Phone Number
Director of Client Care @ Paulson Wealth Management
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Lynette Wheeler Location
- Wheaton, IL, US
Lynette Wheeler Work
- 2024 -now Director of Client Care @
- 2010 -2024 President @
- 2002 -2010 Vice President @
- 1987 -2002 Accountant @
Lynette Wheeler Education
- Loyola University Chicago
Bachelor's degree (Finance, General)
1985-1989
Lynette Wheeler Skills
- Financial Services
- Alternative Investments
- Hedge Funds
- Fund Accounting
- Fund Administration
- Leadership
- Strategic Planning
- Accounting
Lynette Wheeler Summary
- Lynette Wheeler, based in Wheaton, IL, US, is currently a Director of Client Care at Paulson Wealth Management. Lynette Wheeler brings experience from previous roles at Swiss Financial Services. Lynette Wheeler holds a 1985 - 1989 Bachelor's degree in Finance, General @ Loyola University Chicago. With a robust skill set that includes Financial Services, Alternative Investments, Hedge Funds, Fund Accounting, Fund Administration and more. Lynette Wheeler has 2 emails and 1 mobile phone numbers on RocketReach.
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