Caroline Wetzel

VP & Private Wealth Advisor at Procyon Partners

Caroline Wetzel, CFP® is currently the Vice President at Procyon Partners, where Caroline focuses on assisting individuals, families, and business owners with financial planning and risk management. Caroline has a background in financial planning, operational risk, and project management from their time at UBS. Prior to that, Caroline worked at Accenture creating and evaluating training programs for professionals. Caroline also has experience as a consultant at Cornell University. Caroline holds an MBA in Finance from the University of Connecticut and a Bachelor's degree in Policy Analysis and Management from Cornell University.

Links

Previous companies

Accenture logo
UBS logo

Org chart