Bio
Carolyn J. Moeller
Client Support Assistant
Wealth Management Services, Cincinnati - Kenwood
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/Member
Memberships
P&G Alumni Network, Cincinnati Chapter
Treasurer/ Member
St. Xavier Women’s Club
Member
Ursuline Academy Women’s Club
Member (former)