Paula Rae Wieck

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Finance

Consumer Services

Technology Services

Profile

Paula Rae Wieck worked as an Equity Analyst at Ameritrade Holding Corp.
She then served as a Portfolio Manager at CLS Investments LLC from 2006 to 2018.
Additionally, she worked as a Principal at Orion Advisor Services LLC.
Ms. Wieck obtained her undergraduate degree from the University of Nebraska.

Former positions of Paula Rae Wieck

Companies	Position	End
CLS Investments LLC CLS Investments LLC Investment ManagersFinance CLS is an ETF strategist that offers investment strategies that span multiple investment styles and are designed to serve clients with varying degrees of active management. The investment strategies can be classified into two main management styles, Risk Budgeted or Focused, and can be used for clients who have one or more of the following investment objectives (which change over their investing lifetime): Accumulation, Income, Protection and Tax Management.	Analyst-Equity	23/02/2018
Orion Advisor Technology LLC Orion Advisor Technology LLC Packaged SoftwareTechnology Services Develops wealth management software for financial advisors & enterprise firms	Corporate Officer/Principal	-
Ameritrade Holding Corp. Ameritrade Holding Corp. Investment Banks/BrokersFinance Provides discount securities brokerage and clearing execution services	Corporate Officer/Principal	-

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Linked companies

Private companies	4
University of Nebraska University of Nebraska Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
Ameritrade Holding Corp. Ameritrade Holding Corp. Investment Banks/BrokersFinance Provides discount securities brokerage and clearing execution services	Finance
Orion Advisor Technology LLC Orion Advisor Technology LLC Packaged SoftwareTechnology Services Develops wealth management software for financial advisors & enterprise firms	Technology Services
CLS Investments LLC CLS Investments LLC Investment ManagersFinance CLS is an ETF strategist that offers investment strategies that span multiple investment styles and are designed to serve clients with varying degrees of active management. The investment strategies can be classified into two main management styles, Risk Budgeted or Focused, and can be used for clients who have one or more of the following investment objectives (which change over their investing lifetime): Accumulation, Income, Protection and Tax Management.	Finance