Profil
Ms. Helen A. Wunderlich, CPA, is an Assistant Vice President at Johnson Bank.
she joined Johnson Bank in May 2007.
Ms. Wunderlich was previously employed as a Principal at ACS Investment Advisors, Inc.
Ms. Wunderlich received her BS in Accounting and Business/Management from the University of Wisconsin.
Anciens postes connus de Helen A. Wunderlich
| Sociétés | Poste | Fin |
|---|---|---|
ACS Investment Advisors, Inc.
ACS Investment Advisors, Inc. Investment ManagersFinance ACS Investment Advisors' investment approach is based on asset allocation across multiple asset classes, multiple managers and multiple investment styles. The firm invests in US large-cap stocks, US small-cap stocks, foreign stocks, bonds and real estate. Within asset classes, ACS employs both growth and value strategies and/or a blend of growth and value. They primarily utilize retail and institutional, no-load mutual funds. ACS may also use private money managers instead of, or in combination with, mutual funds. | Corporate Officer/Principal | 30/04/2007 |
Johnson Bank (Investment Management)
Johnson Bank (Investment Management) Investment ManagersFinance Johnson Bank-IM employs an investment approach that is based on asset allocation across multiple asset classes, multiple managers and multiple investment styles. They invest in US large-cap stocks, US small-cap stocks, foreign stocks, bonds and real estate. Within asset classes, the firm employs both growth and value strategies and/or a blend of growth and value. Johnson Bank-IM primarily utilizes retail and institutional, no-load mutual funds. They may also use private money managers instead of, or in combination with, mutual funds. | Corporate Officer/Principal | - |
Formation de Helen A. Wunderlich
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 3 |
|---|---|
ACS Investment Advisors, Inc.
ACS Investment Advisors, Inc. Investment ManagersFinance ACS Investment Advisors' investment approach is based on asset allocation across multiple asset classes, multiple managers and multiple investment styles. The firm invests in US large-cap stocks, US small-cap stocks, foreign stocks, bonds and real estate. Within asset classes, ACS employs both growth and value strategies and/or a blend of growth and value. They primarily utilize retail and institutional, no-load mutual funds. ACS may also use private money managers instead of, or in combination with, mutual funds. | Finance |
University of Wisconsin
University of Wisconsin Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Johnson Bank (Investment Management)
Johnson Bank (Investment Management) Investment ManagersFinance Johnson Bank-IM employs an investment approach that is based on asset allocation across multiple asset classes, multiple managers and multiple investment styles. They invest in US large-cap stocks, US small-cap stocks, foreign stocks, bonds and real estate. Within asset classes, the firm employs both growth and value strategies and/or a blend of growth and value. Johnson Bank-IM primarily utilizes retail and institutional, no-load mutual funds. They may also use private money managers instead of, or in combination with, mutual funds. | Finance |
















