Isabelle Wheeler, CFA, AMLCA brings over three decades of experience in international private banking and wealth management to Foodman CPAs and Advisors
Foodman CPAs and Advisors, a full-service accounting firm specializing in forensic accounting, banking compliance and tax consulting services, announces Isabelle Wheeler, CFA, AMLCA as Director of Anti-Money Laundering (AML) Compliance.
Wheeler has a storied career as a banking executive and wealth management investment advisor, including every aspect of wealth management at many of the most well-known financial institutions. Wheeler has served as Vice President of Banco Santander, Vice President of Credit Agricole, Senior Vice President of BNP Paribas, and Managing Director of Integro Advisers. She has been responsible for BSA/AML compliance in client on-boarding, as well as client transactions in cash, transfers and securities. Most recently, Wheeler has utilized her extensive career in banking and wealth management to develop training for financial markets and regulatory compliance, including Florida International Banking Association’s (FIBA) Wealth Management Certifications, and is an instructor for the AMLCA Certification. She served for many years on FIBA’s Board of Directors and is a Past President of CFA Miami.
“We are excited to welcome Isabelle Wheeler to our team at Foodman CPAs and Advisors,” said Stanley Foodman, Founder and Chief Executive Officer for Foodman CPAs and Advisors. “Isabelle has an impressive career in banking and wealth management. She is recognized throughout the industry for her leadership in private banking – It’s a honor to have her serve as part of the team at Foodman CPAs and Advisors.”
“I look forward to adding my diverse experience to Foodman CPAs and Advisors and providing their clients with honest, knowledgeable expertise in AML services,” said Wheeler. “Foodman CPAs and Advisors has long been trusted by their clientele and recognized for their dedication to their partners. It’s a pleasure to join an accredited, well-respected company like Foodman CPAs and Advisors.”
Wheeler received a Bachelor of Arts from the University of Virginia and is FIBA AMLCA certified. She has been recognized with the Charted Financial Analyst (CFA) designation and has held FINRA licenses 4, 7 and 24. Additionally, Wheeler has been recognized as one of the Top 30 Most Influential Private Bankers by Terrapin in 2013, 2014, and 2016 and as a Women Leader by Negocios Magazine 2014.
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