Employee Bio Intake Form HiddenContact DetailsBefore we get started, please click the "add contact info" to provide your company contact info and choose your Account Executive. This will ensure your answers are routed to the proper team member.HiddenAccount Executive(Required)--- Please Select ---Patrick SullivanMike WhiteWhitney MinceyName(Required) First Last Email Address(Required) Company(Required) Current Title at Company Years with Company How many years have you been in this industry/non-profit sector? What experience do you have within this industry?What do you enjoy most about helping clients?Do you have other relevant experience?Education Major course(s) of study Professional Designation (i.e. CPA, CFP) List any career advancements within the company What makes you unique?What are your strengths?What are your beliefs about the profession you are in?Do you work with a specific type of clients/people?How do you help these people?Describe your community involvementHobbies and Interests Marital and Family Status (optional) Additional Comments/Information
