Puzzle Wealth Employee Directory

Puzzle Wealth corporate office is located in 1901 N Roselle Rd Ste 700, Schaumburg, Illinois, 60195, United States and has 1-10 employees.

Likely to Engage tag.Highly Engaged Employees

Employees by Department

Departments

Number of employees

Operations

4

C-Suite

3

Legal

1

Finance

1

Sales

1

Key Employees of Puzzle Wealth

  • KO
    United States flag for contact location.
    Karoline O'Con...

    Chief Operating Officer

    Flame icon indicating likelihood to engage via phone.PhonePhoneEmailEmail
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  • PhonePhoneEmailEmail
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Puzzle Wealth Global Presence

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North America11-50

Index of contact profiles from Puzzle Wealth

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Contact Name
Contact Info
Job Title
HQ Location
12

Former Employees at Puzzle Wealth

Explore people who held key positions, contributed to Puzzle Wealth's success, and advanced their careers.

  1. Associate Neuroscience... at Vanda Pharmaceuticals

    Worked as Retirement Plan Specialist

    at Puzzle Wealth

    email Nicholas Shealy Email direct Nicholas Shealy Direct
  2. Wealth Planning Associ... at RBC Wealth Management

    Worked as Financial Operations Associate

    at Puzzle Wealth (2022-2023)

    email Braylin Mensik Email direct Braylin Mensik Direct

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People from Similar Companies in the Finance Industry Located in Illinois, United States

Frequently Asked Questions Regarding Puzzle Wealth Employees

How many employees does Puzzle Wealth have?
Puzzle Wealth has 1-10 employees
Who are Puzzle Wealth key employees?
Some of Puzzle Wealth key employees are Karoline O'Connor
Where is Puzzle Wealth located?
Puzzle Wealth’s headquarters are located at 1901 N Roselle Rd Ste 700, Schaumburg, Illinois, 60195, United States
How do I contact Puzzle Wealth?
Puzzle Wealth Contact Info: Website: www.puzzlewealth.com
What does Puzzle Wealth do?

Puzzle Wealth Financial Solutions specializes in providing comprehensive financial services including financial planning, investment management, retirement planning, and tax strategies. They cater to a diverse clientele, including corporate executives, business owners, retirees, and physicians, offering tailored solutions to meet their unique finan... cial needs. The firm emphasizes a collaborative approach, ensuring that clients' financial goals are met through personalized strategies and regular reviews. With a commitment to excellence, Puzzle Wealth has been recognized as one of the best wealth management teams in Illinois.Read More

Is Puzzle Wealth a public company?
Puzzle Wealth is private company therefore does not currently have an official ticker symbol
See more information about Puzzle Wealth Employees

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