Corporate Board Profile
Tech Score: 0/100
| Filing Date | Source Excerpt |
|---|---|
| 2005-07-26 | Formerly, President of Credit Union Benefits Services, Inc. and Pension Specialist for CUNA Mutual Group. |
| 2008-06-24 | Formerly, President of Credit Union Benefits Services Inc.; Pension Specialist for CUNA Mutual Group. |
| 2009-06-22 | Formerly, President of Credit Union Benefits Services Inc.; Pension Specialist for CUNA Mutual Group. |
| 2010-06-24 | Mr. Wheeler has served as a Trustee of the Fund since 2004. Through his service as a Trustee of the Fund, his service on other public and private company boards, including on other investment company boards, his professional training and his prior experience, including President of Credit Union Benefits Services Inc., Mr. Wheeler is experienced in financial, investment and regulatory matters. |
| 2011-07-06 | Mr. Wheeler is experienced in financial, investment and regulatory matters. |
| 2012-09-21 | Through his service as a trustee of the Fund, his service on other public and private company boards, including on other investment company boards, his professional training and his prior experience, including President of Credit Union Benefits Services Inc., Mr. Wheeler is experienced in financial, investment and regulatory matters. |
| 2013-06-07 | Lorence D. Wheeler - Retired investor; President of Credit Union Benefits Services, Inc. (retirement plans provider). |
| 2014-06-11 | Lorence D. Wheeler - Retired investor; President of Credit Union Benefits Services (retirement plans); Director at Grand Mountain Bank; no mention of programming or technical degrees. |
Data sourced from SEC filings. Last updated: 2026-03-05