Wertheimer, Janet

Janet Wertheimer

I have over 25 years of experience as a senior manager with leading financial services and consulting organizations.   Working for Fortune 500 companies, such as State Street Corporation and PNC Financial Services, I developed strategic business plans, and implemented sales, marketing and customer service programs. With a focus on strategic business development, I designed marketing programs ranging from the successful development and launch of a corporate Consultant Relations program, spanning over 150 consultants, to building and managing a Client Service organization servicing over 100 clients. I developed products for the institutional marketplace that both expanded product mix and distribution channels for clients. As a successful sales and relationship management professional, I also managed corporate relationship programs, helping customers control costs, manage risk and launch competitive new investment products.

While working primarily in the private sector, I began my career consulting for Abt Associates on government funded program evaluations.  With a background in child development and education, I consulted on a range of national evaluations of child-care and public school programs.

I received an M.B.A. from Simmons College in Boston, M.A., a MA in Educational Psychology from UCLA, and a B.A. from Trinity College in Hartford, CT.