Profil
Ms. Janet G.
Wheeler served as Vice President at TD Banknorth Wealth Management Group.
Prior to joining Banknorth Investment Management Group in June 2003, she was director of investment research for an independent broker/dealer in Massachusetts.
She earned a BA in Education and Psychology from Elmira College and earned an MBA in Finance from Northeastern University.
She is also a Chartered Financial Analyst.
Anciens postes connus de Janet G. Wheeler
Sociétés | Poste | Fin |
---|---|---|
TD Banknorth Wealth Management Group
TD Banknorth Wealth Management Group Investment ManagersFinance Founded in 2001, TD Banknorth Wealth Management Group (BWM) is a registered investment advisor headquartered in Portland, Maine. The firm delivers wealth advisory and investment management services to individuals and institutions. In 2006, Hudson United Wealth Management Services Group was merged into BWM. The firm is a subsidiary of Toronto-Dominion Bank (NYSE: TD). | Gestionnaire de Portefeuille-Actions | 31/03/2008 |
Mellon Trust of New England, NA
Mellon Trust of New England, NA Major BanksFinance Mellon Trust of New England NA operates as a commercial bank. It manages accounts for pension and profit sharing plans, charitable organizations, corporations and state or municipal government entities. The company was founded in 1867 and is headquartered in Boston, MA. | Corporate Officer/Principal | - |
Fidelity Management & Research Co. LLC
Fidelity Management & Research Co. LLC Investment ManagersFinance Fidelity Management & Research Co. (FMR) is a SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 1946 and is a subsidiary of FMR LLC, also known as Fidelity Investments. FMR provides investment supervisory services, which include sub-advisory services, to Fidelity's family of mutual funds and exchange-traded funds, qualified tuition programs, privately offered unregistered investment funds, separately managed account clients, and various other institutional accounts. | Corporate Officer/Principal | - |
Formation de Janet G. Wheeler
Elmira College | Undergraduate Degree |
Northwestern University | Masters Business Admin |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
Entreprise privées | 3 |
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TD Banknorth Wealth Management Group
TD Banknorth Wealth Management Group Investment ManagersFinance Founded in 2001, TD Banknorth Wealth Management Group (BWM) is a registered investment advisor headquartered in Portland, Maine. The firm delivers wealth advisory and investment management services to individuals and institutions. In 2006, Hudson United Wealth Management Services Group was merged into BWM. The firm is a subsidiary of Toronto-Dominion Bank (NYSE: TD). | Finance |
Fidelity Management & Research Co. LLC
Fidelity Management & Research Co. LLC Investment ManagersFinance Fidelity Management & Research Co. (FMR) is a SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 1946 and is a subsidiary of FMR LLC, also known as Fidelity Investments. FMR provides investment supervisory services, which include sub-advisory services, to Fidelity's family of mutual funds and exchange-traded funds, qualified tuition programs, privately offered unregistered investment funds, separately managed account clients, and various other institutional accounts. | Finance |
Mellon Trust of New England, NA
Mellon Trust of New England, NA Major BanksFinance Mellon Trust of New England NA operates as a commercial bank. It manages accounts for pension and profit sharing plans, charitable organizations, corporations and state or municipal government entities. The company was founded in 1867 and is headquartered in Boston, MA. | Finance |