Bio
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Janet Wertheimer is a seasoned financial professional with 19 years of experience in investment services, business development, and strategic planning. She holds a BA from Trinity College-Hartford and has served as Vice President at State Street and PNC Global Investment Servicing.
With expertise in mutual funds, financial services, equities, and risk management, Janet has developed strong relationship management and sales skills.
Based in Waban, Massachusetts, she has established a strong presence in the financial industry.
Experience
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Vice President
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Nov 2004 - 2009
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Vice President
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1985 - 2004
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Education
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1970 - 1974Trinity College-Hartford
Suggested Services
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Industry Focus. “Financial Services”
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