Bio

Carolyn J. Moeller

Carolyn J. Moeller

Client Support Assistant
Wealth Management, Cincinnati

Carolyn joined Johnson Investment Counsel in 2018 and is a Client Support Assistant. Before joining the firm, she worked as a Branch Office Administrator at Edward Jones. Prior to that, Carolyn worked at Fidelity Investments as a Customer Service Representative.

Relevant Work Experience

Edward Jones, Branch Office Administrator
Standard Retirement Services, Account Manager
Fidelity Investments, Customer Service Representative
Procter & Gamble, Tax Accountant

Education

Xavier University,
Executive Certificate in Financial Planning
University of Cincinnati, B.B.A. Accounting

Community Involvement

ROSIE Reds (Rooters Organized to Stimulate Interest and
Enthusiasm for the Cincinnati Reds)

Volunteer

Memberships

P&G Alumni Network, Cincinnati Chapter, Member
Meeting Coordinator (former)
Treasurer (former)
St. Xavier Women’s Club, Member
Ursuline Academy Women’s Club, Member (former)