Karen R. Werley
Client Service Specialist
Schneider Downs Wealth Management Advisors, LP
Karen has more than 26 years in the financial service industry. As our Client Service Specialist, Karen’s primary responsibility is maintaining our client reporting system. She is responsible for preparing account paperwork, daily account reconciliations, customizing reports and client performance reporting. In addition, Karen assists with compliance operations, coordinates account transfers, deals directly with the account custodians to resolve all issues and provides day-to-day support to the group’s investment advisors.
In addition to her financial experience Karen has obtained a Business Certificate and continues her education through specific training classes.
Karen has earned the CFA Institute Investment Foundations™ Certificate. The CFA Institute Investment Foundations™ Certificate is a global education program and exam designed to give anyone working in financial services a clear understanding of the investment industry and their professional responsibilities within it. It is focused on the essentials of finance, ethics, and investment roles.