Caroline Wieand

Caroline Wieand has extensive work experience in various roles within the financial and insurance industry.

Caroline started their career in 2003 at Cigna Insurance Services as a Sr. Client Service Representative, where they worked until 2007.

From 2007 to 2010, they worked as an Executive Assistant at Boyer Financial Group.

In 2013, Caroline joined Janney Montgomery Scott LLC as a Registered Private Client Associate, a position they held until 2021.

During this time, they also worked at The Holland Group as a Marketing Associate, where they were responsible for marketing activities for three Financial Advisors and promoting seminars and new client activities.

Currently, Caroline is employed at Cornerstone Advisors Asset Management, LLC as an Investment Operations Associate, a role they started in May 2021.

Caroline Wieand attended James Caldwell High School from 1992 to 1996. Caroline then pursued a Bachelor of Arts degree in Psychology from Moravian University, completing their studies from 1996 to 2000. In addition, Caroline holds certifications in Series 7 & 66 from the Financial Industry Regulatory Authority (FINRA), although specific information about when they obtained these certifications is not available.