Aileen Werklund
Corporate Officer/Principal chez CM Wealth Advisors, Inc. /Private Equity/
Profil
Prior Employment · Experience: •Relationship Manager - Hawthorn PNC Family Wealth Education · accreditations · credentials: •Baldwin Wallace College: BS Business Administration •Case Western Reserve University: MBA with a focus on Finance and Management •Certified Financial Planner™ (CFP®) •Member of the Estate Planning Council of Cleveland •Member of the Diamond Advisory Group at University Hospitals Expertise: •Financial Planning •Family Financial Education •Insurance Planning •Cash Flow Management •Estate Planning •Banking and Credit Products •Household Audits Community Involvement: •Officer for local private foundation in Northeast Ohio
Postes actifs de Aileen Werklund
| Sociétés | Poste | Début |
|---|---|---|
CM Wealth Advisors, Inc. /Private Equity/
 CM Wealth Advisors, Inc. /Private Equity/ Investment ManagersFinance CM Wealth Advisors (Private Equity) (CM Wealth Advisors) is a private equity subsidiary of CM Wealth Advisors LLC founded in 1990. The firm is headquartered in Beachwood, Ohio. | Corporate Officer/Principal | - |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
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Exécutifs
Sociétés liées
| Entreprise privées | 1 |
|---|---|
CM Wealth Advisors, Inc. /Private Equity/
CM Wealth Advisors, Inc. /Private Equity/ Investment ManagersFinance CM Wealth Advisors (Private Equity) (CM Wealth Advisors) is a private equity subsidiary of CM Wealth Advisors LLC founded in 1990. The firm is headquartered in Beachwood, Ohio. | Finance |
