Caroline Wetzel, Cfp® Email & Phone Number

Shelton, Ct, Us

Procyon Partners is an independent, employee-owned financial advisory firm founded with a dual focus on: • Assisting individuals, families, and business owners to effectively fulfill their dreams through sensible financial planning, investment, and risk management. • Helping institutions prudently manage the retirement plans, endowments, foundations, and senior living portfolios under their stewardship.As fiduciary investment advisors, we enhance the value we deliver to our clients by leveraging our independence to deliver effective, best-inbreed solutions to help address your financial goals and challenges.Whether we are working with private individuals, institutional trustees or retirement plan participants, our team is devoted to helping clients simplify the financial complexity of their lives.

Zurich, Ch

Specialized in financial planning, operational risk, and project management in positions located in the US and Switzerland. I was responsible for understanding clients' needs, identifying and engaging experts in different areas to assist in addressing clients' priorities, and delivering comprehensive solutions to new challenges.

Dublin 2, Ie

Traveled throughout the United States creating, delivering, and evaluating training programs for telecommunications professionals introducing new technologies and processes in their daily work.

Ithaca, New York, Us

Collaborated with professionals in a newly integrated office to record organizational processes, develop job descriptions, and design training for new colleagues.

Master Of Business Administration - Mba, Finance

Bachelor Of Science - Bs, Policy Analysis And Management

Education record