Patrick Woelfel - Senior Vice President, First Trust Portfolios L.P.
Mr. Woelfel has 24 years of financial services experience. He previously held leadership roles at Putnam; PaineWebber; Freedom Capital Management, a subsidiary of John Hancock; Van Kampen Funds, a subsidiary of Morgan Stanley; and UBS, in addition to several entrepreneurial ventures. Mr. Woelfel earned his Bachelor's degree from Colby College in Waterville, ME. Please contact Patrick at:
Direct line -
630.765.8795
Fax - 630.517.7525
E-mail -
pwoelfel@ftcapitalpartners.com
Donald Fuller - Vice President, First Trust Portfolios L.P.
Mr. Fuller has nine years of experience with private equity firms. He has held leadership positions in healthcare, financial services, association management, and publishing. Mr. Fuller earned his BA from Wheaton College in Wheaton, IL and his MBA from the University of Chicago Graduate School of Business. Please contact Don at:
Direct line -
630.517.7687
Fax - 630.517-7498
E-mail - dfuller@ftcapitalpartners.com
Raymond Worrell - Vice President, First Trust Portfolios L.P.
Mr. Worrell brings over 20 years of Sales/Marketing and senior Operating experience from Boise Cascade Corporation and OfficeMax. He has successfully built and operated North American commercial sales organizations with revenues exceeding $2B, as well as lead Business Development to create value added business and distribution services for the large corporate and SMB marketplaces. Please contact Ray at:
Direct line - 630.517.7585
Fax - 630.517.7430
E-mail - rworrell@ftcapitalpartners.com
Meaghan Woelfel - Associate, First Trust Portfolios L.P.
Ms. Woelfel’s previous experience includes First Trust Portfolios L.P. and UBS PaineWebber. Ms. Woelfel earned her B.S. in Marketing from the Richard T. Farmer School of Business at Miami University in Oxford, OH. She is a member of the Mu Kappa Tau Honors Society. Please contact Meaghan at:
Direct line -
630.517.7579
E-mail - mwoelfel@ftcapitalpartners.com
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