Position:
Retirement Plan Advisor at Carnegie Investment Counsel
Location:
Cleveland, Ohio, United States
Found email addresses for Wendy Eldridge:
Found phone for Wendy Eldridge:
Jul 2024 - Current
Mar 2014 - Apr 2023
May 2012 - Mar 2014
Sep 2002 - May 2012
Their professional focus is 401(k) Plans, 403(b) Plans, and 457 Plans across 3 core areas.
Wendy holds Certified Plan Fiduciary Advisor® (CPFA®) certifications and has been awarded 2022 NAPA Top DC Advisor Team, 2022 NAPA Top Women Advisor, 2021 NAPA Top DC Advisor Team, 2019 NAPA Top DC Advisor Team, 2019 NAPA Top Women Advisors, 2016 Who To Watch in Finance, and NAPA 2015 Top Women Advisors
Master of Business Administration - MBA at Kent State University
Bachelor of Science in Business Administration - BSBA at Bowling Green State University
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