Maggie

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Client Planning Specialist at Baird|Scottsdale, Arizona, United States

Position:

Client Planning Specialist at Baird

Location:

Scottsdale, Arizona, United States

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Last updated: 2026-06-26
Updated: 2026-06-26

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Work Experience

Client Planning Specialist at Baird

Mar 2021 - Current

Client Planning Specialist at Baird

Mar 2021 - Current

Maggie started working in 2021. On average, Maggie works for one company for 5 years 4 months.

Maggie holds Tax Planning Certified Professional® and Certified Financial Planner (CFP) certifications.

Education

Bachelor of Science - BS at Colorado State University

Maggie Namesakes

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Maggie
Account Manager
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Maggie Alvarez
Client Development Manager
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Maggie
Direct Care Staff
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